Estate Planning
As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
The executor and trustee of a will is required to perform a number of duties. At Martin Wakefield Ltd we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.
The areas of estate administration we can assist with include:
- Meeting to discuss objectives for your estate
- Confirming assets - Valuations, inventories, and appraisals
- Court approval for a grant of administration
- Documentation involved in estate planning
- Protecting the assets
- Paying taxes and debts
- Estate distribution
- Administration Act
Contact us
If you would like to consider Martin Wakefield please do not hesitate to contact us. We are happy to provide a free, no obligation and independent assessment of your needs.
Modern business demands up-to-date, accurate financial information. We can relieve you and your staff of the enormous burden of all your bookkeeping and accounting requirements.
Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met.
We have been conducting audit and assurance services for more than 100 years.
Contact Us
Timaru Office
Level 1, 26 Canon Street, Timaru, 7910, New Zealand
PO Box 58, Timaru, 7940, New Zealand
Christchurch Office
Level 1, 61 Mandeville Street, Christchurch 8011, New Zealand
PO Box 9404 Christchurch 8149
A big thank you to Petra Taylor in our accounting team for providing the photos for this website