Profile & Background

Heritage Trustee Company Limited was established in 1998 to provide expert advice in the areas of

  • Estate Planning
  • Family Trusts
  • Inheritance Trusts
  • Charitable Trusts
  • Funeral Trusts
  • Trust Management
  • Wills
  • Other estate planning related documents.

This service has been hugely successful, and Heritage Trustee Company Limited is one of the largest providers of estate planning services in NZ.

The company is led by Len McKeown who co authored the book "Family Trusts for New Zealanders" and has over 30 years experience in the trust and financial services fields having worked for Trustee and Financial Services companies in senior management positions.

Other staff include consultants and legal assistants with extensive experience in the estate planning and lending areas having worked in both banking and financial services.

Future Planning or Estate Planning is the process of taking a few relatively inexpensive steps to protect your assets and your family from possible future changes in your family circumstances.

The object of the excercise is to protect:

  • The assets you have now!
  • The assets you will accumulate in the future!
  • The inheritances you pass on to your children!
The costs involved are minor when compared with the possible benefits. However, like insurance, it is a means of gaining a measure of protection and security from events we all hope will not happen.

"Failure to plan is planning to fail"