The prices below indicate the average range and base rate you can expect to pay for a standard transaction. These prices are a guide only, to help you budget for your transaction. Please contact us any time to discuss your requirements and scope out a more actual fee for your specific circumstances.
All trust matters require a retainer payment at the time of engagement. The amount required will be the lower end of the full fee estimate provided to you including GST and disbursements.
*All price exclude GST and disbursements.
**Terms and conditions apply.
| Service | Standard Price (from) |
|---|---|
| Initial review of trust documents in light of the Trusts Act 2019 | $2,000 |
| Variation of trust deed | $1,200 |
| Formation of Family Trust – Trust Deed | $2,000 to $4,000 |
| Declaration of Trust | $1,300 |
| Opening Minutes | $400 |
| Trustee Resolutions | $400 |
| Transfer of property to trust – no discharge or mortgage | $1,300 |
| Transfer of property to trust – discharge but no new mortgage | $1,600 |
| Transfer of property to trust – discharge and new mortgage | $2,000 |
| Acknowledgment of debt | $600 to $800 |
| Annual gifting | $500 |
| Annual administration | $400 to $800 |
| Winding up and deed of distribution with minutes of meeting | $850 |
| Memorandum of Guidance for Trustees | $400 |
| Changing trustees – adding new trustee and/or removing existing trustee | $1,500 |
| New Will | See Wills |
Review of trust documents in light of the new Trusts Act 2019
We wrote to existing clients of our law firm in Whangarei to tell them about the new Trusts Act, which has rules that will apply to their trusts. We have reproduced much of that information [...]
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Trustees’ Duties
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Trustee Liability – Charitable Trusts
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