Protecting your financial future through personal asset planning is a daunting task for most of us. Here at Whitlock Williams, we are passionate about helping kiwis protect their assets for themselves and their loved ones. We can assist with wills and powers of attorney as well as trusts and general estate planning. Our team of experts are here to guide you through your options to get your personal asset planning in order.

Our Services / Expertise in Asset Planning Law

Whitlock Williams has a broad experience across all areas of asset planning law. We offer comprehensive solutions to protect and manage your assets effectively. Whether you need help with estate planning or wealth preservation, we’re here to provide expert guidance every step of the way. 

Our team of experts can assist with the following personal asset planning projects:

Wills

Making sure you have a well-drafted will is crucial to safeguarding your assets and looking out for your children. It’s important to update your will regularly to make sure it keeps up with changes in your life, especially after big events like having a child or going through a separation.

Enduring powers of attorney

If you reach a point where you can’t make your own decisions, someone you appoint with enduring power of attorney can make those decisions for you. Our North Shore lawyers can explain how this works and help you choose the right person to appoint as your attorney.

Trusts

Setting up a trust is a great way to safeguard your personal assets. It can shield them from relationship property claims, creditors, and estate related disputes. Our family trust lawyers will assist you in establishing your trust, ensuring all legal requirements are met along the way. 

Estate administration

Our estate lawyers in the North Shore provide expert advice on estate law. They’ll walk you through each step of the process to ensure that the estate you are responsible for is properly administered. 

Benefits of Partnering with Whitlock Williams

Choosing us to help you through your personal asset planning means you’ll benefit from our expertise and dedicated support. We focus on understanding your specific needs and delivering personalised solutions. 

Expert Guidance on Complex Commercial Law Matters

We provide expert guidance on complex legal matters, ensuring thorough understanding and strategic solutions tailored to your unique situation.

Protection of Property and Wealth

We specialise in protecting your property interests and wealth, offering comprehensive strategies to safeguard your assets.

Minimisation of Legal Risks

Our approach focuses on identifying potential issues early and implementing effective solutions to minimise any legal risks.

Streamlined Processes

We streamline legal processes with efficient and organised handling, ensuring smooth and timely completion.

Long-Term Relationship Building with a Trusted Legal Partner

As a team with decades of experience in the North Shore and wider Auckland legal sphere, you can rest assured you are receiving quality advice. 

Commercial Law Experts on the North Shore:

Lauren Willis

Director

Lauren specialises in family trust law and advises a wide range of clients on matters to do with their trust arrangements, including establishment, on-going management, variations and winding up. If you want to talk about trusts, Lauren is the person to call.

Lauren Willis

Director

(09) 917 8245 | (021) 727 956

lauren@whitlockwilliams.co.nz

 

Katherine Shan

Senior Solicitor

Katherine is our full-service Chinese lawyer. She first qualified as a lawyer in China and then qualified in New Zealand. Her areas of expertise extend to wills, trusts, property sharing and relationship property agreements. Speak to Katherine in English, Mandarin or Cantonese about how she can help you.

Katherine Shan

Senior Solicitor

(09) 489 3407

katherine@whitlockwilliams.co.nz

Jacob Kim

Senior Solicitor

Jacob specialises in property conveyancing and re-financing, business and commercial transactions, immigration and wills and trusts. Contact Jacob to see how he can help you.

Jacob Kim

Senior Solicitor (09) 917 8249 jacob@wwlegal.co.nz

Joseph Kim

Solicitor

Joseph is fluent in Korean, although he has grown up and been schooled in New Zealand. Joseph can act for clients on your personal asset planning journey with wills, trusts and relationship property agreements. For someone who will go the extra mile, give Joseph a call today.

Joseph Kim

Solicitor (09) 414 9449 joseph@wwlegal.co.nz

Get in Touch

Everyone needs to safeguard their financial futures with personal asset planning. Engage with our solicitors today to see how we can help best protect yours.