Jess Holtom

Registered Legal Executive 07 579 0742 Email Jess Holtom

Originally from Whakatane, Jess has been involved in the legal industry in Tauranga for 17 years.  She became a Registered Legal Executive in 2007.  Jess is an Associate of the NZ Institute of Legal Executives.

Jess is experienced in (and enjoys) trust work, estate planning, enduring powers of attorney, structuring (big picture and details), compliance (AML/CFT, FATCA/CRS), management of trustee companies.

Jess likes to be super organised, loves creating a good checklist and is passionate about making clients’ trusts work for them.

Expertise

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