Jess Holtom

Fellow of NZ Institute of Legal Executives Registered Legal Executive (07) 579 0742 Email Jess Holtom

Originally from Whakatane, Jess has been involved in the legal industry in Tauranga for almost 20 years and is a Fellow of the NZ Institute of Legal Executives. 

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

Jess likes to be organised, loves creating a good checklist and is passionate about making clients’ trusts work for them.  She helps clients navigate their way through proper trust management and can translate the Trusts Act 2019 (due to come into force on 30 January 2021) into easy to understand points that are important for settlors and trustees.  Jess understands that families are at the heart of trusts and approaches her work with this in mind. She is extremely knowledgeable about her specialist areas and clients value her expertise and clear advice.

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Enduring Powers of Attorney

It is important to have someone to rely on in difficult and challenging times.