Willis Trust Services
Your Trust, Our Expertise
At Willis Legal, we understand the importance of safeguarding your assets for yourself and your family. Our firm offers a professional trustee service to act independently with your other trustees to manage your family trust with the utmost diligence and expertise.
Expertise and Experience
Our team comprises seasoned legal professionals with extensive experience in trust law and estate planning. We stay abreast of the latest legal developments to provide you with informed and effective trustee services.
Impartiality and Integrity
As an independent trustee, we offer unbiased decision-making, ensuring that the interests of all beneficiaries are fairly represented and protected. Our commitment to integrity and transparency is the cornerstone of our firm.
Comprehensive Management
As your professional trustee we manage all aspects of trust administration, including compliance with the Trusts Act 2019 and an annual review of your trust. Our goal is to alleviate the administrative burden on you, allowing you to focus on what is important to you.
Personalised Service
We recognise that every trust is unique. Our approach is tailored to meet the specific needs and objectives of each trust, ensuring that your trust is managed in accordance with your wishes and the best interests of your beneficiaries.
As your professional trustee our services include:
- Maintain an up-to-date register of Trustees, Beneficiaries and Trust Assets.
- Complete an annual review of your trust.
- Maintain a Trust Minute Book.
- Access to your online Willis Trust Hub.
- Provision of basic trust information to beneficiaries as required.
- Preparation of Trust Resolutions as required.
- Maintain compliance obligations including completion of AML/CFT requirements as required by other professionals.
- Review and signing of annual Financial Accounts.
Willis Trust Hub
We will provide each Trustee, and any other relevant professionals, with access to an online hub for the Trust. This hub will contain all the core documents that the Trustees are required to retain, and ensure that Trustees have access to key trust information at any time.
How do we do this?
We will contact you annually with our checklist to ensure the Trust register is current and up to date and to enable us to complete our annual review. We will arrange for a meeting of all Trustees
With offices in Napier and Hastings, we’re here to help protect your assets, yourself and your family. Contact us now.
Napier:
Telephone: +64 6 835 3229
Hastings:
Telephone: +64 6 878 6039