Trust Maintenance Package

All included for $60 per month (including GST)*

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	Gifting Maintenance, which will include ongoing tracking of money flows between individuals and trusts, and documents to ensure equity is still protected within your trust. This will involve a quarterly check with trust clients to gather the requisite information.
	Annual updating regarding capital contributions/reductions.
	Provision of Independent Trustee service and annual trustee maintenance.
	Unlimited trustee resolutions for activity on trust.
	Maintenance of an asset register for the trust assets.
	Unlimited trustee signing of ongoing trust bank account documents (mandates, interest rate changes, etc) and other signing requirements (excluding refinances, changes in title, etc).
	Unlimited phone calls to Prudentia Law for general legal questions and basic assistance.
	Annual Review of personal tax position and debt structure to ensure tax efficiencies are being obtained.
	Annual Review and sign off of accounts for trust. We can recommend some accountancy advisors in your area if you do not already have an accountant preparing accounts for your trust.
	Annual meeting of trustees for compliance requirements and to provide strategy for your ongoing wealth creation goals.
	Annual review of wills for settlors/appointors/guardians, to ensure structure stays up-to-date with ongoing life changes. Free amendments to wills when required.
	Provision of power of attorney documents, as and when required.
	Introduction to/Liaising with insurance and financial planning experts to provide an ongoing investment and management strategy for your trust.
	Free attendance at our annual trust conference/seminar, to receive updated information on trust law and regulations as they change from time to time.
	Minimum period is for 12 months. All subsequent periods are for a minimum of 12 months. Each payment is due on the 1st day of each month. Authority will apply indefinitely until advised otherwise. *Cancellation to be advised one month prior to your anniversary.

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About Us

Prudentia Law’s legal team is focused on providing specialised trust, property, and business advice to meet each customer’s unique needs and requirements. We have multi-disciplinary team members with legal, tax and accounting qualifications for assisting with clients’ total personal and business legal issues.

Contact Us

Phone: + 64 9 912 1985
Fax: + 64 9 912 1982

Suite 14, 160 Broadway
Newmarket
Auckland,
NEW ZEALAND