Straight Forward,
Transparent Pricing

Family Trust Pricing:
Our Creation Fees

Creating and setting up a trust can involve a number of documents to be created and decisions to be made. It is important that this process is completed correctly to ensure the validity of the trust.

We offer advice depending on your individual situation and our fixed fee trust creation packages allow you to add additional services as required. After we have spoken with you regarding your requirements we will put together a fixed fee estimate that will suit your needs.

A schedule of our standard fixed fee costs is below so that you can determine what a trust set up may cost you.

Fixed Fee

$1550.00

Plus GST

Family Trust
Set Up

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Additional Services

Our fixed fee Trust creation services all come with personalised advice regarding the setting up and administration of your trust and what benefits it can provide. If you would like more information on our additional services, please contact us.

Annual Administration Fees

It is important that a trust is properly administered or it may not provide the protection and benefits that it was set up to provide. We offer fixed fees to take care of annual and on-going activities such as annual meetings and gifting programs to ensure that your trust is properly administered.

Third Party Costs

From time to time when we create a trust for you and transfer certain assets to that trust we will incur third party costs. These costs will be passed onto you at the time that we complete your work as part of our final bill.

Some common third party costs are:

1. 1. Property valuations;
   2. Search registration and other fees relating to Land Information New Zealand;
   3. Bank documentation charges, and
   4. Office costs and postage.