Administering an estate can be complex, but we make it easy by handling every step with care and expertise. Our Complete Estate Management Service ensures that all legal and financial matters are managed efficiently, giving you peace of mind during a difficult time.
What We Do
✅ Initial Consultation & Planning
We take the time to understand the estate, review the Will, and discuss the formalities with you.
✅ Gathering Information
We obtain details from banks, insurance providers, Land Information New Zealand, and other relevant sources to compile a full list of assets and liabilities.
✅ Managing Tax & Accounting Matters
If needed, we work with accountants to handle tax returns, GST obligations, and other financial requirements.
✅ Property & Asset Valuation
We arrange for any necessary valuations to ensure accurate estate reporting.
✅ Probate & Letters of Administration
We draft and file the necessary applications with the High Court and take care of the strict documentation and evidentiary requirements.
✅ Land Transfers & Property Administration
If real estate is involved, we prepare and lodge property transmissions and liaise with beneficiaries regarding asset transfers or sales.
✅ Handling Bank & Investment Accounts
We liaise with banks, share registries, and other financial institutions to close or transfer accounts, ensuring funds are distributed according to the Will.
✅ Paying Debts & Finalising Expenses
Using estate funds, we settle outstanding debts, including funeral costs, legal fees, and other liabilities.
✅ Estate Distribution & Beneficiary Communication
We provide clear financial reporting, ensure all legal requirements are met, and prepare deeds of distribution for beneficiaries.
✅ Ongoing Reporting & Support
Throughout the process, we keep executors and beneficiaries informed with regular updates and provide guidance every step of the way.
Trust Administration & Special Circumstances
If a Trust is involved, we assess its legal requirements and provide a separate scope of work to ensure compliance with trust law.
With Regent Law, you can be confident that every detail is handled professionally and with care. Book a consultation today to discuss how we can assist with your estate administration needs.
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