Family Trust Management

Trustees of Family Trusts – are you keeping up with changes in Trust Law?

For trustees of Family Trusts, there have been significant changes to your obligations and to Trust compliance in recent years, with the introduction of the Trusts Act 2019.

It is increasingly important for trustees to actively manage Trusts and trustee meetings are a vital part of this. If a Trust is not administered correctly, it could cause considerable implications for you as a trustee.

We know that ensuring your Trust is robust and compliant can seem overwhelming.

To support you, Parry Field Lawyers have developed a comprehensive Trust Management service.

Tailored to your needs, our Trust Management team works with you to administer and maintain the effectiveness of your Family Trust.

For a one-off review of your Trust and personal documents, or to learn more about our annual Trust Management service, please contact us.

We have also recently published an updated guide to Family Trusts, which can be downloaded here.

Download a copy of A Practical Guide to Family Trusts

Trust Management Service

Our Trust Management service gives you peace of mind, with our team handling all aspects of Trust administration, including:

Annual Trust Reviews & Trustees Meetings

Preparation of Annual Minutes

Maintaining Trust Records

Ensuring Government Legislation and Compliance Requirements are Met

Updating Trustees on any Legal Changes that may Affect the Trust

We offer practical solutions tailored to your circumstances, including updating Trust Deeds, changing trustees or beneficiaries, gifting and managing resettlements and wind ups. We also offer a review of your personal documents, such as Wills and Enduring Powers of Attorney.

We are here to offer guidance in Trust planning and work closely with other professionals to ensure your Trust structure remains appropriate and aligned with your goals.

Reach out to our Trust Management team today to learn more.

Our Trust Management Team

Kirsten Reekie

Kirsten Reekie

Senior Trusts Manager

Kirsten joined Parry Field in October 2022. She oversees our Trust Management Programme which specialises in the ongoing management of family trusts and includes Wills, family asset protection, and professional trusteeship. Kirsten enjoys working with clients to ensure their trusts are compliant and structured in the best way possible.

Outside of work, Kirsten enjoys spending time with family and friends, as well as walks with the much loved family dog, Louis.

Jenny Townsend

Jenny Townsend

Trusts Manager

Jenny joined Parry Field in January 2025 and has over 20 years legal executive experience. Jenny enjoys working with clients to manage and review their family trusts and estate plans.

Jenny is a Registered Legal Executive, having obtained her Legal Executive Diploma in 2023, and also has expertise in Elder Law, Wills, and Enduring Powers of Attorney.

Outside of work, Jenny enjoys spending time with family and friends, gardening and playing social tennis at her local tennis club.

Recent Articles

Is Your Trust Being Properly Managed?

,
It has now been more than five years since the Trusts Act 2019 came into force. During the early stages, much of the focus was on understanding the new rules and helping trustees adjust to their responsibilities. The emphasis has now moved to…

Selling Your Home and Retirement Village Living

, ,
Selling your home is a big step, especially if it has been your family home for many years. For many people later in life, it is more than moving house – it is about moving forward into a new stage, whether that is downsizing, being closer…

Update to the Probate Threshold Amount

, ,
As of 24 September 2025, the amount under which an estate can be informally administered has increased. This means for certain financial assets under the value of $40,000, probate is no longer needed. Probate is an order from the High Court…

Moving to a Retirement Village

,
Retirement and Lifestyle Villages continue to be a popular choice for older people who are looking to downsize and are attracted by the security and support found in a Village. At Parry Field Lawyers, we offer experienced legal advice on purchases…

Wills Month this September

,
September is Wills month and it’s a great reminder that your Will is an important document that needs to be reviewed regularly. We have noticed a rise in charities offering a free Will service and other online Will options. While this may…

Seniors and Estates – Recent Updates

,
There have been a few recent changes to financial limits in the Seniors and Estates areas of law. Also, in the Seniors sphere, Retirement Village living continues to be much discussed. Here are some updates. Rest Home Care Subsidies Each year,…

Enduring Powers of Attorney

,
What would happen to your affairs if you lost the capacity to handle them yourself? If you don’t have an enduring power of attorney (EPA), managing your property or care and welfare can be extremely difficult.  Family and friends don’t…

Resolving Disputes between Beneficiaries

, , ,
An executor has a duty to carry out the provisions of the will. What should an executor do when beneficiaries or family members are not provided for under the will or have issues with the will? An executor’s primary duty is to carry…

Family Protection Act Claims

, , , , ,
What happens if a family member does not provide for you in their will? It is always difficult when a loved one passes away. But this can be made significantly worse when someone discovers that they have not received the provision under the…
PreviousNext

Contact us

Feel free to reach out to discuss with one of our experts in this area or let us know your enquiry below.

Recent Articles

Enduring Powers of Attorney

What would happen to your affairs if you lost the capacity to handle them yourself? If you don’t have an enduring power of attorney (EPA), managing your property or care and welfare can be extremely difficult.  Family and friends don’t…
Read more

Who Pays The Ferryman?

According to Greek mythology, to be properly buried, a coin called an obol needed to be placed under your tongue. This would then be presented to Charon (the ferryman of the River Styx), as payment for the crossing of the river. The entrance…
Read more

Guidelines For Trustees (Family Trusts or Charities)

,
Parry Field Lawyers provide legal advice on a range of trust matters including formation and operation of both family trusts and charitable trusts. Trust Records We strongly recommend that you put together a trustee minute book…
Read more

Christchurch CBD

PHONE: +64 3 348 8480

PHYSICAL ADDRESS:
Level 1, 60 Cashel Street
Christchurch 8013, New Zealand

POSTAL ADDRESS:
PO Box 744
Christchurch, 8140, New Zealand

Christchurch – Riccarton

PHONE: +64 3 348 8480

PHYSICAL ADDRESS:
1 Rimu Street, Riccarton,
Christchurch 8041, New Zealand

POSTAL ADDRESS:
PO Box 8020, Riccarton,
Christchurch, 8440, New Zealand

Rolleston

PHONE: +64 3 348 8480

PHYSICAL ADDRESS:
Level 1, 80 Rolleston Drive,
Rolleston, 7614, New Zealand

POSTAL ADDRESS:
PO Box 8020, Riccarton,
Christchurch, 8440, New Zealand

Hokitika

PHONE: +64 3 755 8673

PHYSICAL ADDRESS:
127 – 137 Revell Street,
Hokitika 7810, New Zealand

POSTAL ADDRESS:
PO Box 44,
Hokitika 7842, New Zealand

Auckland

PHONE: +64 9 930 4340

PHYSICAL ADDRESS:
Level 7, 50 Albert Street
Auckland, 1010

POSTAL ADDRESS:
PO Box 8020, Riccarton,
Christchurch, 8440, New Zealand

Parry Field Charitable Foundation

Parry Field charitable members of NZ LAw, Global Cross Legal and SCLA

© Copyright – Parry Field Lawyers     |     Privacy Policy     |     Terms of Engagement (English)     |     Terms of Engagement (Chinese)