Kelly Ann front

Qualifications

LLB (Canterbury)

Alternative contact

Erin front

Erin Warren

Kelly-Ann assists clients with their asset planning including Wills, Enduring Powers of Attorney, trust formation and wind ups and estate administration.

She believes that getting to know her clients on a personal level, effective communication, and organisation are the key to supporting her clients and ensures their needs are being met every step of the way.

"The world of asset planning and estates can be an intimidating topic to discuss, but I ensure that I always communicate effectively so that my clients feel included and supported every step of the way."

Recent work

  • Reviewing and advising clients on their current trusts in light of the implications imposed by the new Trusts Act 2019.
  • Assisted clients to prepare for their retirement journey by reviewing their assets and the need for their trust, as well as updating their Wills and Enduring Powers of Attorney.
  • Supported a family through the administration of a loved one’s estate by ascertaining and acquiring their assets and distributing them in accordance with their Will.
  • Formed a trust for clients who are going into business to ensure their personal assets are protected.