Estate Planning Scale Public Trust is New Zealand’s largest provider of estate planning and management services with a broad consumer base and extensive experience dating back to 1873, suggesting expanding cross-sell opportunities into wills, enduring powers of attorney, and estate administration services for current clients.

Digital Transformation The organization operates with modern tech such as Azure Backup, Squiz Matrix, Google Workspace, and Microsoft Dynamics, indicating openness to further digital modernization initiatives like client self-service portals, workflow automation, and data analytics to improve service delivery and efficiency.

Affiliates and Charities As a major charitable trust administrator serving over 420 charities, Public Trust could be a prime candidate for technology, governance, and compliance solutions, as well as financial services partnerships that support grant management, fund distribution, and stewardship offerings.

Leadership Growth Recent leadership appointments in finance, risk, and investments signal a focus on financial discipline, risk management, and growth; this presents opportunities to propose integrated treasury, risk, and investment admin solutions tailored to trustees and corporate clients.

Online Accessibility Public Trust launched online services for wills and EPAs in 2020, indicating a customer-ready channel strategy and potential for enhancements in online estate planning workflows, digital consent, and remote client onboarding to broaden reach.