Personal Planning

Everyone deserves the peace of mind that comes from making informed choices to safeguard assets and ensuring wishes are carried out according to the plans you put in place. Our experienced team offers expert advice on every aspect of succession planning, asset protection, trusts, wills, and estates — covering everything you need to organise your affairs and plan for future generations.

Personal Affairs

We’re here to help with all aspects of personal planning, including preparing enduring powers of attorney, wills, living wills, advance directives and memorandum of wishes. Our team advises on asset protection, succession planning, gifting, estate planning, rest home subsidies and family loans, ensuring your affairs are well-structured and aligned with your wishes.

Estates

Losing a loved one is difficult – we’re here to help ease the burden of managing their estate. We assist executors with applying for probate, managing distributions and addressing indemnities. Our services also include guidance for beneficiaries, preparing administration statements, drafting deeds of family arrangements and handling court applications related to Wills and probate, ensuring the estate is managed with care and in line with the deceased’s wishes.

We can also assist with estate litigation and challenges to Wills or family arrangements when there has not been adequate provision for a beneficiary or a breach of other rights related to an estate.

Trusts

Our trust services cover the full spectrum of trust law. Our team can assist with creating and advising on new trust structures to varying existing trusts. We can assist with the transfer of assets to a trust or resettlement. We advise on beneficiary rights as well as trustee duties. We specialise in establishing special purpose trusts such as charitable trusts or trading trusts. Our team can provide advice on general trust management and administration assistance with distributions and help facilitate the winding up of trusts to ensure effective and compliant outcomes.

Professional Trustee Services and Trust Management Programme

There is a professional trustee service offered through GQ for trusts which have been on-boarded to our Trust Review Programme. This professional trustee service provides independence and helps ensure a robust trust structure.

An essential part of  this trustee service is the Trust Review Programme which ensures strong and effective trust administration and also assists trustees to satisfy their duties.

Please contact our specialist team if you have any questions about the trustee service or the Trust Review Programme.

Helpful resources

We have a range of free downloadable guides from Asset Protection, Charities Information, Family Trusts, through to Wills and Estate Administration and much more.

Download Asset Protection & Residential Care Subsidies Guide

Download Enduring Powers of Attorney Guide

Download Family Trusts Guide

Download Personal Planning Guide

Download Wills and Estate Administration Guide

Download our Charities Guide

Our Client Stories

Graeme and Rose White

“Our Wills needed updating and we found Fleur Coombe very friendly and pleasant to deal with. She was extremely efficient and all our questions were carefully explained and answered to our satisfaction. We had our new Wills printed and signed during one short appointment. Fleur also advised us and gave us information on ‘Enduring Powers of Attorney’. Altogether we were extremely happy with our experience.”

Darcy and Debbie Keene

“GQ has prepared our legal work DA & DG Keene Family Trust, Naki Developments Ltd and Darcy Keene Earthmoving Ltd for many years now and in this time we have found them to be very professional and obliging. We feel very relaxed in their company and hope we can continue doing business with them for many years to come.”

R and G

“We recently had dealings with Catherine Grogan winding up our family trusts and transferring life insurances.  She provided excellent service and understanding of our needs and we would recommend Catherine to anyone requiring those services.”

Stephanie Poutu

“Thank you for assisting me with this matter and providing great advice to sort from my end and yours.”

Jane Kenny

“Thank you to Fleur and her team for the professional handling of my mums estate. We were kept well informed and everything was handled with respect. It was much appreciated at such a difficult time for us.”

Vicky and Paul

“We went to Govett Quilliam for advice about doing our wills. We were very impressed with Michyla’s professional manner but she also made us feel very relaxed. The whole process was made very stress free and a quick painless turn around. I would highly recommend you engage with Michyla from Govett Quilliam for any legal conveyancing.

Thank you.”

Lewis and Jessica

“GQ was very efficient at helping us set up our family trust and wills. Michyla and the team explained everything simply and tailored the trust to align with my business and family situation. Overall price was competitive and service was on point.”

Get in touch
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