We’ve been working with the legal profession nationally for many years and built strong working relationships with many practitioners. In fact, since we were established in 1888, the profession has always been a natural fit for our trustee and executor services. Where you clients have complex family, investment or business structures, the appointment of an independent specialist trustee for trusts, executor appointments and powers of attorney can be the wisest choice to protect your clients’ interests.

In addition, we expect to be your trusted partner. When you refer a client to us, we refer the legal work (probate application and conveyancing) associated with the estate back to your firm, where the will was originally drafted. We offer competitive fees – especially when you and your clients can be assured that not only will we always be here to act on their wishes, we must act according to a higher duty of care than a lay executor/trustee because of the legislation under which we are established.

We can complement your offering with the following services:

  • Executor and Estate Administration - Co and alternate appointments, and renunciations
  • Trustee  - Testamentary, protective, special disability, compensation
  • Financial attorney/administration  - Tribunal appointments and our Total Care service
  • Philanthropy – Advice on structured giving, establishment of philanthropic trusts and granting, including tax implications
  • Wealth management - Advisory and Custody services


Resource Centre

Clause Bank

Clause Bank


Inheritance Guides

Inheritance Guides


Equity Trustees Charitable Foundation

Equity Trustees Charitable Foundation


Fee Schedules

Fee schudeles


Brochures & Fact Sheets

Brochures


Events

Events


Sir Ninian Stephen Papers

Sir Ninian Stephen


Library

Library

Videos

Videos