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Trusts, Wills & Asset Planning

Planning for the future ensures that your wishes are met, and your assets are protected and distributed as intended. At Conveyancing Plus, we specialise in preparing tailored wills, trusts, and asset plans that provide peace of mind for you and your loved ones. With clear advice and expert guidance, we’re here to make estate planning straightforward and reassuring.

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Providing Thoughtful, Tailored Solutions

Secure Your Legacy with Expert Guidance

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Drafting Wills

Ensuring your final wishes are respected and clearly documented
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Preparing Powers of Attorney

Authorising trusted individuals to manage your affairs if needed
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Transmissions to Survivor or Executors

Assisting in transferring assets seamlessly
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Trust Creation and Management

Establishing trusts that secure assets for future generations
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Personalised Guidance

Helping you choose between a will or a trust, based on your unique needs

Start Protecting Your Future Today

Contact us now to discuss your estate planning needs and ensure that your legacy is secure for the years to come.
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Tailored support to secure your future

Comprehensive Asset Planning Made Simple

Tailored Solutions with Transparent Pricing

We take the time to understand your personal circumstances and long-term goals, ensuring we craft the most effective wills, trusts, and asset plans for your needs. With our transparent pricing, you can move forward confidently, knowing there won’t be any unexpected costs.

Clarity and Confidence, No Surprises

Our “No Surprises” policy means you’ll be fully informed at every stage of the process. Whether drafting a will, preparing powers of attorney, or setting up a trust, we provide clear and straightforward guidance, so you can make confident decisions about your future and your assets.

Friendly, Professional Guidance

Our team offers a unique blend of approachability and professionalism, ensuring you feel supported and understood during this process. We’re here to help you navigate the complexities of wills, trusts, and estate planning with ease and peace of mind.

Experts in Asset Planning and Protection

At Conveyancing Plus, we specialise in all aspects of asset planning, from drafting wills and powers of attorney, to creating and managing trusts. Our focused expertise allows us to provide tailored advice on whether a trust or will is best suited to your needs, ensuring your assets are protected and distributed according to your wishes.
Step-by-Step Guidance to Secure Your Assets

Your Estate Planning Journey, Simplified

Initial Consultation

We discuss your specific needs, goals, and preferences, helping you determine the best approach for your estate plan.

Document Preparation and Review

Our team prepares and carefully reviews all necessary documents, including wills, trusts, and powers of attorney, to ensure everything aligns with your wishes.

Finalisation and Execution

Once you are completely satisfied, we assist with finalising and executing all documents, giving you peace of mind that your plans are legally sound.
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What our Clients Say

Claire Miller Pukekohe

“I used Conveyancing Plus when I sold and bought my new house and refinanced it. I found Bobbie Jo and her team to be extremely efficient and friendly. I would not hesitate to use them again.”

Moritz Hambach Waiuku

“We purchased our first home with the help of Jay. He was always clear, responsive and friendly and made the process as easy as possible. Highly recommended!”

Abhishaik Kasireddy Waiuku

“Great service. Choosing Conveyancing plus for selling my business was the best decision I have taken. They were honest, driven and able to deliver results meeting my expectations at an affordable price. I cannot wait to deal with them for buying my first home.”

Casey Hunter Pukekohe

“Bobbie-Jo, Kirsty, and Jay are an amazing team who made the purchase and sale of our home an easy, convenient, and stress-free process. Their exceptional communication skills, deep knowledge, and unwavering professionalism ensured that every step of the journey was handled with care and expertise. We highly recommend them to anyone looking to buy or sell their home.”

Key Eglin Pukekohe

“I was recommended this firm, and am so pleased I listened. Genuinely 1 in a million branch to deal with. Left totally satisfied with a job done well and for a very reasonable price. Plus the staff are simply exceptional.”

Le Ashton Pukekohe

“Excellent service. Very responsive, very professional and explained things to us with less legal jargon. Very fairly priced for the work that they did and will definitely be using their services again.”

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Begin Your Estate Planning Today

Our team is here to help you protect what matters most. Complete the form below to get started with expert support and guidance.
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    Frequently Asked Questions

    What’s the difference between a will and a trust?
    Wills take effect after death, directing the distribution of assets, while trusts can manage assets during your lifetime and after. We’ll help you decide which is best for your situation.
    How do you ensure the legal agreements are tailored to my business?
    It’s wise to review your will every few years or after major life changes, such as marriage, the birth of a child, or property acquisition.
    What is a power of attorney, and why is it important?
    A power of attorney designates someone to make decisions on your behalf if you’re unable to do so. It’s crucial for protecting your interests in unforeseen circumstances.
    Can I set up a trust to protect my assets from creditors?
    Yes, certain types of trusts can help shield assets from creditors, but each situation is unique. We’ll provide guidance based on your needs.
    What happens if I don’t have a will?
    Without a will, your assets are distributed according to state laws, which may not reflect your wishes. Having a will ensures your assets go to the intended beneficiaries.