Jess helps clients put the right plans in place for the future – whether that involves trusts, estate planning, enduring powers of attorney, retirement village occupation right agreements, residential care subsidy planning, or estate administration. Jess isn’t afraid to have conversations about tricky family circumstances, ageing, capacity, and death, which are essential to ensure clients’ affairs are tidy.
With over 20 years’ experience in this field, Jess sees estate and trust planning as a puzzle, with every piece needing to fit together to achieve the best outcome. Clients value her responsiveness, empathy, and ability to cut through legal jargon and explain complex matters in simple and practical terms.
Jess’ understanding of these issues extends beyond the office, having helped her own parents relocate from the Bay to a retirement village in the South Island. She knows how many emotions can be involved in these big decisions, and that equal measures of patience, persistence, and diplomacy are often required.
Around the office, Jess is known for championing AI, her love of spreadsheets and precedents, always being willing to help, and enjoying a good laugh. A committed cycle commuter and Pilates enthusiast, she tries to maintain her fitness to keep up with her two teenagers. In her spare time, Jess enjoys gardening, mountain biking, lake days, supporting the Chiefs, and cheering on her children on the sports fields. Jess also listens to a lot of podcasts and would love to hear your recommendations.
