Trust Reviews
Is Your Trust Still Doing the Job You Think It Does?
Laws change. Your family changes. A regular review makes sure your trust still protects your assets and reflects your current wishes.
When Should You Review Your Trust?
Pre-2019 Trust Deed
Your trust deed was signed before the Trusts Act 2019 came into force.
Family Changes
New relationships, separation, children, grandchildren or deaths since the trust was set up.
Asset Changes
You've bought or sold significant assets, or changed how assets are owned.
Wind-Up Advice
You've been told to wind up your trust and want to check whether that's the right decision.
Trustee Issues
There are problems with trustees, or beneficiaries are asking for information.
More Than 3 Years
It has been more than 3 years since your trust was last reviewed.
How Our Trust Review Works
Record Your Goals
Complete our Estate and Asset Protection Questionnaire in the comfort of your own home (PDF or Word).
Send Your Documents
Email your current trust deed and all variations to reception@rossholmes.co.nz.
We Review & Report
We compare what you have with what you want and what the law requires. Clear recommendations follow.
Update Documents
If you proceed, we prepare all necessary deeds of variation, updated wills, EPAs and supporting documents.
Trust Variation Fees
All prices include GST. We guarantee you will never pay more for a variation than it would cost for a new trust-based estate plan.
| Trust Type | RHL Client | External (other firm) |
|---|---|---|
| Family / Business / Inheritance Trust | $980 | $1,860 |
| Defined Interest Trust | $1,280 | $2,360 |
| Multi-Generational Trust | $2,480 | $2,860 |
| Parallel Trust (per trust) | $980 | $1,860 |
Plus: Memorandum of Wishes ($360) + AML Compliance ($276/$322) + Trust Review for external trusts ($362.25). Estate planning documents at standard fees.
Trust Issues We Help You Identify and Fix
A trust review often uncovers issues that need attention. These are the most common.
Alter Ego Trusts
If you've retained too much control or benefit, your trust may not provide the protection you think it does. We can restructure it.
Sham Trusts
A trust that was never genuinely intended can be declared a sham. We assess the risk and help you fix it before it's too late.
Trusts & Section 182
Separation or divorce can expose your trust to claims under the Family Proceedings Act. Understand the risks and how to manage them.
Charitable Trusts
If your trust includes charitable provisions, or you want to add them, we can help you structure your giving effectively.
Invalidity of Trusts
Missing one of the "three certainties" can invalidate your trust entirely. We check your trust meets the legal requirements.
Administering Your Trust
Practical guidance for trustees on duties, record-keeping, and Trusts Act 2019 compliance.
When was your trust last reviewed?
Request a review quote — we'll tell you what needs updating and what it will cost. No obligation.
Request Trust Review Quote