Trustee's Checklist
The duties every trustee must meet under the Trusts Act 2019 — annual meetings, records to keep, beneficiaries to inform, and the decisions you should never make alone.
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The standing reference material we share with clients — articles, fee schedules, and the disbursements we pay on your behalf. No surprises at invoice time.
The same checklists we walk our clients through — buying, building, settling an estate, or untangling conveyancing jargon. Download, print, bring questions. All PDFs, all free.
The duties every trustee must meet under the Trusts Act 2019 — annual meetings, records to keep, beneficiaries to inform, and the decisions you should never make alone.
Download PDFBefore you sign with a builder — the clauses that matter most, retention amounts, dispute resolution, and the legislative protections you can't contract out of.
Download PDFA plain-English glossary of every term you'll meet during a property settlement — encumbrances, easements, caveats, LIMs and the difference between freehold and leasehold.
Download PDFBuying a property before it's built — sunset clauses, vendor disclosure, deposit protection, and the specification changes you can (and can't) push back on.
Download PDFThe full pre-move to post-move admin: address changes, utility transfers, insurance, council, what to leave for the next owner, and the day-of-settlement essentials.
Download PDFA week-by-week sequence from pre-approval through to settlement — what to ask your lender, when to engage a lawyer, the building reports and the LIM, and when to make the offer.
Download PDFWhat the changes mean for existing trustees, beneficiaries, and the duties you must now meet. A plain-English walkthrough.
Read articleLINZ registration, Companies Office, AML/CDD and office charges — exactly what we pay on your behalf and what we pass through.
View scheduleOur standing engagement terms — regulated by the Lawyers and Conveyancers Act, AML/CFT framework, and TICC identity verification.
Read termsThese are the third-party charges we pay on your behalf during a matter — LINZ, the Companies Office, AML/CDD verification through TICC, and our standard office charge. All include GST.
Our professional fees (the work we do) are charged on a time or fixed-quote basis and quoted separately at the start of a matter. Last updated for the 2025/26 financial year.
Payable within 7 days of invoice. 2% monthly penalty interest may apply for late payment.
$9 bank fee + $25 transaction fee — recovered as a single line on your invoice.
We always quote fees in advance for fixed-scope work, and provide regular updates against your budget on time-based matters. Talk to us about your matter and we'll give you a clear estimate.
When you engage DK Law, your matter is governed by our standard contract of services. Below is a summary of the most important provisions — the full document is provided in your engagement letter and signed before work begins.
DK Law is regulated under the Lawyers and Conveyancers Act (Lawyers: Conduct and Client Care) Rules 2008 — the cornerstone of how every NZ-practising lawyer must act.
We complete Anti-Money Laundering / Countering Financing of Terrorism identity verification on every client through TICC. This is a legal requirement for all NZ law firms.
Fees are quoted up front where scope allows. Invoices are payable within 7 days. A 2% monthly penalty interest charge may apply to late payments.
Client funds are held in DK Law's regulated trust account and reconciled regularly. Settlement payments and disbursements are processed from this account.
All matters are held in strict confidence. Complaints are handled internally first; the Lawyers Complaints Service is available as an independent escalation.
We'll review your situation, give you a scoped estimate, and walk you through the engagement terms — all before any work begins.