Your executor will be responsible for administering your estate and ensuring your instructions are carried out and properly implemented. The administration of an estate places many responsibilities on an executor and it can be complex and time consuming. In most cases a specialist needs to get involved as it requires expertise in law, accounting, investment and taxation.
We can act as your executor or as a co-executor, providing invaluable professional support to a family member.
It makes sense for several reasons:
Our charges for estate administration are based on time and attendance, not a percentage of the estate's value. We will meet with your loved ones, to discuss the steps involved, and any costs and ensure they are fully informed at all times. We provide a caring environment and the advice necessary to make this process as easy as possible.
No one knows how much time they have left, so being organised and planning for the future is important. This can help make your estate easier and less costly to wind up and you can ensure those closest to you are relieved of some of the burden that goes with this responsibility.
Trustees Executors Limited was established in 1881 and is New Zealand’s first Trustee Company.
We provide a full range of financial and trust solutions to individuals, families and the corporate sector including estate planning, trustee and investment advisory services.
We are a Licensed Financial Markets Supervisor and a leading provider of specialist Corporate Trustee and back office fund administration services to some of New Zealand’s largest financial institutions, banks and fund managers.