Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will is required to perform a number of duties. At NZ Taxation Ltd we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas of estate administration we can assist with include:

  • Meeting to discuss objectives for your estate 
  • Confirming assets - Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution
  • Administration Act

Back to Services

Contact us...

Office Location
22 Bridge Ave
Te Atatu South
Auckland, New Zealand

Phone: 021 374 007
Email: info@nztaxation.nz

...or make an appointment

If you would like to meet with one of our team to discuss your financial needs, please feel free to book an appointment with us.

Book your appointment