Succeed Legal

lawyer — Wellington CBD · Wellington

About Succeed Legal

Succeed Legal is a fresh, modern, Wellington-based law firm providing legal services to privately owned businesses, trustees, not-for-profit and charitable organisations, and private individuals. The firm's advice spans four main areas: business law, support for individuals and families, trusts and trustees, and community organisations.

The firm is led by Principals Beth McCall, Lloyd Davies, Mell Clarke-Cornor and Matt Hay, supported by Consultants David Chapman and Alasdair McBeth, Associates Eddie Jackson and Amelia Wheeler, and Lawyers Lucy Lowe and Gabriella Burns. The team also includes Senior Legal Executives Nicky Smith and Tessa Amey, Legal Executives Leonté Toscano, Maria Chow and Roslyn Murphy, Legal Administrator Olivia Whorskey, Practice Manager Vicki Eastham, Client Engagement Manager Leo Lamoury, Office Administrator Kahu McCaskill and Personal Assistant Lusahn Wyatt.

Succeed Legal has roots going back to Chapman Tong Law, a boutique legal practice established by David Chapman and Jeff Tong that provided legal services to private and small business clients before merging with Succeed Legal in 2020. Lloyd Davies brings over 20 years' experience across property, environmental, commercial and regulatory law, having worked in large commercial firms and as in-house counsel, while Mell Clarke-Cornor brings over 15 years' experience in residential and commercial property, trusts and estate and succession planning.

Succeed Legal: Wellington Lawyers for Business, Family and Trusts

Succeed Legal describes itself as a fresh, modern, Wellington-based law firm, providing legal services to privately owned businesses, trustees, not-for-profit and charitable organisations, and private individuals. The firm structures its advice around four key areas of everyday legal need.

Supporting Businesses at Every Stage

For business clients, Succeed Legal covers the full lifecycle of a company, from initial structuring advice and the formation of companies, limited partnerships and other business structures, through to constitutions and shareholders' agreements, buy/sell agreements, and the buying and selling of businesses. The firm also advises on governance and compliance, business banking and financing, buying, selling and leasing commercial premises, contracts for sale and supply, and business restructuring, amalgamations and wind-ups, alongside ongoing company and limited partnership administration.

Helping Individuals and Families Through Life's Big Moments

For individuals and families, the firm's work spans estate planning and succession advice, wills, enduring powers of attorney, estate administration, and estate-related disputes and claims. It also covers residential conveyancing, retirement village purchases and sales, home loan refinancing, and relationship property advice for those entering or ending relationships — the kind of legal support that comes up at major turning points in a person's life.

Setting Up and Managing Trusts

Succeed Legal has particular depth in trust work, handling the formation of family trusts, inheritance trusts and education trusts, along with trust variations, restructures and resettlements. The firm also advises on trust administration, foreign trusts, and the powers, duties and responsibilities of trustees, as well as the rights and entitlements of beneficiaries, and can assist with trust-related disputes and claims.

Supporting Charities and Community Organisations

For charitable and not-for-profit organisations, the firm advises on the formation of charitable trusts, incorporated societies and other not-for-profit entities, along with governance, management and administration. This includes compliance with the Charities Act 2005 and related legislation, changes to trust deeds and other constitutional documents, and reorganisation or restructuring of charitable entities.

A Team With Depth of Experience

Succeed Legal's Principals include Beth McCall, who specialises in property and private client matters including residential and commercial property transactions, leasing, subdivisions, relationship property, trusts, and estate and succession planning; Lloyd Davies, who brings over 20 years' experience across property, environmental, commercial and regulatory law, having worked in large commercial firms and as in-house counsel; Mell Clarke-Cornor, with over 15 years' experience in property, trusts and succession planning; and Matt Hay, a former partner of a leading national law firm who advises businesses on structuring, governance, acquisitions and disposals.

Consultants David Chapman and Alasdair McBeth add further depth — David was a partner in a leading national law firm for over 20 years before establishing Chapman Tong Law with Jeff Tong, a boutique practice that merged with Succeed Legal in 2020, while Alasdair is a trust law expert focused on private client, trust and succession planning work.

The wider team includes Associates Eddie Jackson and Amelia Wheeler, Lawyers Lucy Lowe and Gabriella Burns, Senior Legal Executives Nicky Smith and Tessa Amey, Legal Executives Leonté Toscano, Maria Chow and Roslyn Murphy, and a support team led by Practice Manager Vicki Eastham, alongside Client Engagement Manager Leo Lamoury, Office Administrator Kahu McCaskill, Personal Assistant Lusahn Wyatt and Legal Administrator Olivia Whorskey.

Getting in Touch

Succeed Legal invites businesses, individuals, trustees and community organisations to get in touch to discuss how the firm can help, whether that's structuring a business, planning an estate, setting up a trust, or supporting a charitable organisation.

Signature items

  • Business Structuring & Governance
  • Estate Planning & Wills
  • Trust Formation & Administration
  • Residential Conveyancing
  • Charitable & Not-for-Profit Formation
  • Relationship Property Advice

Menu

Businesses

  • Business Structuring Advice — Advice on business structures and getting started
  • Business Formation — Formation of companies, limited partnerships and other business structures
  • Constitutions & Shareholders' Agreements — Drafting and advice on constitutions and shareholders' agreements
  • Buy/Sell Agreements — Advice on buy/sell agreements
  • Buying and Selling Businesses — Legal support for buying and selling businesses
  • Governance & Compliance Advice — Advice on running your business right and managing risk
  • Business Banking and Financing — Advice on business banking and financing matters
  • Commercial Premises — Buying, selling and leasing business premises
  • Business Contracts — Terms and conditions of sale and supply
  • Business Restructuring — Restructuring, amalgamations and wind-ups
  • Company Administration — Company and limited partnership administration

Trusts & Trustees

  • Trust Formation — Formation of family trusts, inheritance trusts, education trusts and more
  • Trust Variations & Restructures — Trust variations, restructures and resettlements
  • Trust Administration Advice — Advice and services for administering trusts
  • Foreign Trust Advice — Formation and administration advice for foreign trusts
  • Advice to Trustees — Advice on trustees' powers, duties and responsibilities
  • Advice to Beneficiaries — Advice to trust beneficiaries on their rights and entitlements
  • Trust-Related Disputes and Claims — Advice on trust-related disputes and claims

Community Organisations

  • Charitable Entity Formation — Formation of charitable trusts, incorporated societies and other not-for-profit entities
  • Governance & Administration Advice — Advice on governance, management and administration of charitable entities
  • Charities Act Compliance — Advice on compliance with the Charities Act 2005 and related legislation
  • Constitutional Document Amendments — Advice on changes and amendments to trust deeds and other constitutional documents
  • Reorganisation & Restructuring — Advice on reorganisation and restructuring of charitable and not-for-profit organisations

Individuals & Their Families

  • Estate Planning & Succession Advice — Planning advice for estates and succession
  • Wills — Preparation of wills
  • Enduring Powers of Attorney — Preparation and advice on enduring powers of attorney
  • Estate Administration — Administration of deceased estates
  • Estate-Related Disputes and Claims — Advice on estate-related disputes and claims
  • Residential Conveyancing — Legal support for residential property transactions
  • Retirement Village Purchases and Sales — Legal advice on retirement village transactions
  • Home Loan Refinancing — Legal support for home loan refinancing
  • Relationship Property Advice — Advice for those entering or ending relationships

Frequently asked questions

What areas of law does Succeed Legal practice?
Business law, support for individuals and families, trusts and trustees, and advice for community and charitable organisations.
Who are the Principals at Succeed Legal?
Beth McCall, Lloyd Davies, Mell Clarke-Cornor and Matt Hay.
Does Succeed Legal help with wills and estate planning?
Yes, including wills, enduring powers of attorney, estate administration, and estate-related disputes and claims.
Can Succeed Legal help set up a trust?
Yes, including family trusts, inheritance trusts, education trusts, and advice on trustees' and beneficiaries' rights and duties.
Does Succeed Legal work with charities and not-for-profits?
Yes, including formation of charitable trusts and incorporated societies, and advice on Charities Act compliance and governance.
What business services does the firm offer?
Business structuring, formation, governance and compliance advice, buy/sell agreements, contracts, financing, and business restructuring.
What is the firm's history?
Succeed Legal includes roots from Chapman Tong Law, a boutique practice established by David Chapman and Jeff Tong that merged with Succeed Legal in 2020.

Tips

  • {"body":"The firm groups its team by practice area — business, individuals and families, trusts, and community organisations.","title":"Match your matter to a specialist"}
  • {"body":"Several Principals specialise in both trusts and estate and succession planning, useful if your needs overlap.","title":"Ask about trust and succession planning together"}
  • {"body":"Succeed Legal advises privately owned businesses as well as individuals and families, useful if you need both.","title":"Consider the firm for both personal and business matters"}
  • {"body":"Contact the firm directly to be matched with the right specialist for your matter.","title":"Reach out to discuss your specific situation"}