Trust Review Guide

Understanding Your Trust

A phase-by-phase guide to help you understand what a trust review involves and why it matters in the changed trust landscape.

5 topics ~15 min total read Updated guidance

Who built this guide

Michael reviews trusts for Hawke's Bay families, helping you understand your options under current legislation.

Phase Explore

The importance of trust reviews

Key areas of a trust review

Problems we often find

What you can do with your trust

Choosing the right path forward

If you have questions about your trust or are ready to book a review, we are here to help.