Estates, Trusts & Succession Planning

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Planning for your future, securing your legacy

At TDSL, our experienced team can help you with all aspects of private client work to help you and your family better navigate life.

We believe that excellent estate and succession planning is critical for protecting the interests of you and your family. Creating a clear roadmap and planning for the unexpected will help to mitigate the often complex issues that can arise when there is a bereavement, loss of capacity or families separate without proper planning in place. If disputes do arise, our team of lawyers are well equipped to act for you to find a pragmatic solution through mediation, or representing your interests in Court.

Elder Law

  • Enduring Powers of Attorney
  • Court applications for Welfare Guardians and Property Managers under the Protection of Personal and Property Rights Act Retirement villages
  • Retirement villages licences and advice
  • Advice on reverse equity mortgages


  • Applications for Probate in common and solemn form
  • Applications for letters of administration on intestacy
  • Resealing of foreign grants
  • Re-sealing of New Zealand grants of probate overseas
  • Estate Administration
  • Litigation in both the Family Court and High Court
  • Family Protection Act 1955
  • Law Reform (Testamentary) Promises Act 1949
  • Property (Relationships) Act 1976
  • Constructive Trust
  • Undue Influence
  • Capacity


  • Establishment of Family Trusts, Protective Trusts, Inheritance Trusts and Charitable Trusts
  • Trust administration
  • Interpretation
  • Variation of Trusts & Resettlements
  • Gifting
  • Advising on the duties of trustees
  • Advising on the rights of beneficiaries
  • Advice on the new Trusts Act 2019
  • Court applications on all aspects relating to trusts

Wills & Estate Planning

  • Estate & Asset protection, planning and structuring
  • Contracting out and separation agreements
  • Preparation of wills
  • Interpretation of wills and beneficiary entitlements
  • Court approved wills under the Protection of Personal and Property Rights Act
  • Living Wills
  • Validations & corrections under the Wills Act 2007