Public Trust Corporate Office
Level 9, 34 Shortland Street, CBD
PO Box 1598, Auckland 1140
P 0800 371 471
F 0800 371 001
W publictrust.co.nz
28 May 2019
G Hollister
Via email
: [FYI request #10253 email] Dear G Hollister,
OFFICIAL INFORMATION ACT REQUEST
I refer to your Official Info
rmation Act (OIA) request, which was received by Public Trust on 04 May
2019.
You seek the following information:
How many Wills does Public Trust currently hold on file?
How are Wills broken down by category in our system?
What are the numbers of Wills in each category?
Below is a table of data about Wills currently held by Public Trust:
May-19
Wills
300,007
Will - PT Executor - Comprehensive/Custom
505
Will - PT Executor - Comprehensive-Redraft
641
Will - PT Executor - Standard
1,073
Will - PT Executor - Standard-Redraft
1,441
Will - PT Executor - old
288,929
Will - PT Not Executor - Comprehensive/Custom
164
Will - PT Not Executor - Comprehensive-Redraft
25
Will - PT Not Executor - Standard
335
Will - PT Not Executor - Standard-Redraft
47
Will - PT Not Executor - old
6,847
As you will see, our system classifies the majority of our Wills into two ‘
old’ categories - one where
Public Trust is the Executor, and one where we are not. This is because Public Trust updated our
system to categorise Wills more specifically. Wills prior to the change remain in the ‘
old’ categories.
This completes our response to your request for information. If you want to discuss this decision
with us, please feel free to contact me on my details below.
You have the right to seek an investigation and review by the Ombudsman of this decision.
Information about how to make a complaint is available at
www.ombudsman.parliament.nz or
Freephone 0800 802 602.
Yours sincerely
Khyati Shah
Corporate Solicitor
DDI: (09) 973 2515
[email address]