Client Registration Form - Family Trust

Please select the area of law that best relates to the services you require.

If you require assistance with filling out this form, please call 07 834 6000 or email [email protected]

Trust Name

Entity Type

Choose Trust

Phone Number

Email Address

Address (Line 1)

Address (Line 2)

Address (Town/City)

Address (Postcode)

Address (Country)

Billing Contact | First Name

Billing Contact | Last Name

Billing Contact | Phone Number

Billing Contact | Email Address

Trustee 1 | First Name

Trustee 1 | Middle Name

Trustee 1 | Last Name

Trustee 1 | Phone Number

Trustee 1 | Email

Trustee 2 | First Name

Trustee 2 | Middle Name

Trustee 2 | Last Name

Trustee 2 | Phone Number

Trustee 2 | Email

Trustee 3 | First Name

Trustee 3 | Middle Name

Trustee 3 | Last Name

Trustee 3 | Phone Number

Trustee 3 | Email

If more than 3 trustees, list others in text box below.

Other trustees:

Please list name and contact details as above.

First Name of contact person at NWM (if known)

Surname of contact person at NWM (if known)

How did you hear about us?

Referral Details E.g. Google, Facebook; Name of existing client or NWM staff member; Name of other company/professional.

Please select any newsletters you would like to receive:

Ctrl+click for multiple choices

Name of person who filled out this form.

Agreement to terms.

By ticking this box and submitting this form, the person completing this form agrees that: 1) all of the information set out in this form is true, correct and complete; 2) they are authorised to legally bind the people and the businesses/entities described in this form; and 3) each of the people and businesses/entities described in this form agree to the Norris Ward McKinnon Terms and Conditions which are available at nwm.co.nz/client-information.

Date