Trust Management Program

Kia ora!

Trust compliance and trustee obligations have changed significantly 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 trustees.

Parry Field offers a comprehensive trust management service, tailored to your needs.  We understand the complexities and importance of trust administration and management to maintain the effectiveness of your family trust and to ensure the trust remains robust and compliant.

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.

If you would like Parry Field to provide these services on an annual basis, or if you would like a one off review of your trust and personal documents, please contact us.

Our Team Handles 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

Contact us

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

Our Trust Management Team

Kirsten Reekie

Kirsten Reekie

Senior Trusts Manager

Kirsten joined Parry Field in October 2022. She oversees our trust management program 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.

Free Guides Available for Download

Recent Articles

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