Legacy Toolkit

Resources / Planning library

Legacy Toolkit Resources

Field guides for the New Zealand work around a private legacy plan: what to collect before digital legacy, online will, will kit, dying without a will, intestacy, contesting a will, beneficiary, deceased estate, death duties NZ, EPOA, probate, guardianship, next of kin, executor, missing asset, family trust, medical record, rest home cost, residential care subsidy, property file, safe deposit box, personal asset register, emergency binder, funeral planning, funeral cost, cremation cost, proof of address NZ, proof of identity NZ, secure document storage, personal document organiser, NZ Super, account, and family-record conversations; how to keep it understandable; and how to prepare selected access without exposing the whole vault.

Planning guides

Choose the guide that matches the planning job in front of you. Each one is written around a practical moment: starting the plan, preparing an executor, building an emergency reference, protecting documents, or deciding what a trusted person can see.

Start with the main hubs for digital legacy planning, will preparation records, enduring power of attorney records, executor handoff, advance care planning records, and secure document storage. The grouped library below links to every specific guide.

For care and funeral planning, move through advance care planning, residential care subsidy and rest home costs, the end-of-life planner, funeral wishes, and funeral cost records in that order.

NZ estate workflow

Make a will NZ records, will kits, templates, enduring powers of attorney, EPA forms, activation notes, probate, guardianship, administration, and family trust NZ records.

  1. Estate Planning NZ Organizer

    Compare estate planning NZ services and organise wills, EPOA, trust, property, account, document, cost, and family handoff records.

  2. Make a Will NZ: Wills Checklist

    Make a will NZ guide for wills, online wills, will kits, templates, witnesses, executors, signed will storage, and supporting records.

  3. Online Wills NZ Record Guide

    Online wills NZ guide for provider comparison, make a will online NZ questions, signing, witnesses, storage, executor contacts, assets, debts, and records.

  4. Will Kit NZ and DIY Will Records

    Will kit NZ guide for DIY will kits, free kits, online kits, templates, signing, witnesses, storage, executor, and estate records.

  5. Free Will Template NZ Records

    Free will template NZ guide for PDF and Word forms, will template choices, signing, witnesses, storage, executor, asset, and debt records.

  6. Will Cost NZ Records

    Will cost NZ guide for cost of making a will, lawyer quotes, online will pricing, signing fees, storage, executor notes, and estate records.

  7. Copy of Will NZ Records

    Copy of will NZ records for High Court probate copies, lawyer-held wills, Archives searches, executor contacts, and estate documents.

  8. Contesting a Will NZ Records Guide

    Contesting a will NZ records for legal costs, time limits, family context, promises, documents, probate status, and advisor notes.

  9. Beneficiary Rights NZ Records Guide

    Beneficiary rights NZ records for will-copy requests, executor communication, probate status, estate updates, distribution, and advice notes.

  10. Deceased Estate NZ Records Guide

    Deceased estate NZ records for assets, debts, administration, IRD, IR6 returns, bank accounts, probate, and digital accounts.

  11. Death Duties NZ and Inheritance Tax Records

    Organise death duties NZ, inheritance tax NZ, estate tax, gift duty, inherited property, overseas inheritance, estate income, IRD, and advisor records.

  12. EPOA NZ: Meaning, Forms, Activation and Records

    EPOA meaning NZ guide for EPA forms, property and personal care records, activation notes, attorney contacts, PPPR context, and trusted access.

  13. Power of Attorney NZ Cost Records

    Power of attorney NZ cost records for EPOA fee questions, forms, attorney contacts, property notes, care records, and document locations.

  14. Power of Attorney NZ Questions

    Power of attorney NZ questions for EPA notes, attorney contacts, witnessing, revocation, property records, care notes, and reminders.

  15. Guardianship NZ: Legal Guardians, Orders and Wills

    Guardianship NZ and legal guardianship NZ guide for legal guardians, Family Court orders, testamentary guardians, child records, and will notes.

  16. Guardianship NZ Records Checklist

    Guardianship records NZ checklist for guardian contacts, document status, welfare notes, orders, child records, school and medical contacts.

  17. Probate NZ: Process, Timeline, Cost and Documents

    Probate NZ guide to process, timeline, cost, when probate is required, letters of administration, High Court fees, and records to organise.

  18. What Is Probate NZ

    A plain New Zealand guide to what probate is, when probate may be discussed, and which will, estate, account, and document records to organise.

  19. Probate Cost and Timeline NZ

    Probate cost NZ and timeline guide for High Court records, lawyer fee questions, estate distribution, missing documents, and funds.

  20. Probate Documents NZ Organizer

    Probate documents NZ organizer for will references, death certificate notes, accounts, contacts, property, policies, debts, and digital assets.

  21. Probate Records NZ Checklist

    Organise probate records NZ families may need, including copy-of-probate notes, will references, assets, debts, contacts, and distribution records.

  22. Letters of Administration NZ: Application, Forms and Records

    Letters of administration NZ guide for application forms, who can apply, probate differences, estate records, assets, debts, and documents.

  23. What Happens If You Die Without a Will NZ

    What happens if you die without a will NZ guide for intestacy, letters of administration, family records, estate assets, debts, and documents.

  24. What to Do When Someone Dies NZ

    What to do when someone dies NZ checklist for contacts, death certificates, funeral records, bank accounts, estate files, and digital assets.

  25. Estate Administration Checklist NZ

    Estate administration checklist NZ for executor tasks, probate, letters, estate documents, final tax returns, assets, debts, and digital accounts.

  26. Family Trust NZ Records, Deeds and Disadvantages

    Family trust NZ records for trust deeds, trustees, beneficiaries, assets, tax reporting, property notes, disadvantages, and reviews.

Executor handoff

Checklists and records for the person who may need to act for the estate or family.

  1. Executor Checklist NZ: First Week and Documents

    Executor checklist NZ for first-week tasks, executor duties, documents, probate notes, bank accounts, policies, digital access, and family handoff.

  2. Executor of Will NZ

    Executor of will NZ guide for probate notes, estate contacts, documents, accounts, beneficiaries, and family instructions.

  3. Executor Duties NZ Document Checklist

    Prepare records for executor of will responsibilities NZ searches: will location, accounts, contacts, policies, probate notes, and digital access.

  4. Executor Property Records NZ

    Organise executor property records NZ families may need: property details, title notes, mortgage records, insurance, rates, keys, contacts, and documents.

  5. Digital Executor

    Prepare a digital executor in New Zealand with organized online accounts, digital assets, device notes, recovery paths, and controlled trusted access.

  6. Personal Asset Register NZ

    Personal asset register NZ guide for estate asset lists, executor handoff, insurance inventory, digital assets, proof files, policies, and debts.

  7. Next of Kin Meaning NZ: Who to Record and What They Can Do

    Next of kin meaning NZ guide covering rights, responsibilities, who counts, what to write in contacts, EPOA, executor, and estate records.

  8. Unclaimed Money NZ Records Guide

    Unclaimed money NZ records for IRD search notes, myIR claims, deceased estate assets, old addresses, providers, policies, and trusted access.

  9. Family Emergency Binder

    Build a private family emergency binder for New Zealand contacts, insurance, medical notes, important documents, accounts, and urgent instructions.

  10. Important Documents Checklist NZ

    Important documents checklist NZ for legal papers, IDs, estate files, accounts, insurance, tax, property, digital records, and executor handoff.

  11. Death Certificate NZ Records

    Death certificate NZ records for online order notes, BDM certificates, printouts, certified copies, estate files, and provider notifications.

  12. Bank Accounts After Death NZ

    Bank accounts after death NZ records for bank notifications, frozen accounts, probate, letters, joint accounts, funeral expenses, and estate banking.

  13. NZ Superannuation Payments After Death

    NZ Super after death records for Work and Income notification, 28 day payment questions, Funeral Grant proof, partner notes, and estate links.

  14. KiwiSaver After Death NZ

    KiwiSaver after death NZ records for provider details, death claims, estate payout context, probate, IRD, will documents, and trusted access.

Digital, care, and funeral records

Online accounts, digital assets, health records, advance care planning, residential care, funeral wishes, funeral costs, personal document organisers, and document maps.

  1. Digital Legacy Planning NZ

    Digital legacy planning NZ guide for accounts, devices, photos, domains, documents, wishes, digital executor notes, and trusted access.

  2. Digital Estate Planning

    A digital estate planning NZ guide for online accounts, digital assets, devices, documents, subscriptions, and trusted access instructions.

  3. Digital Assets in a Will NZ

    Organise digital assets in a will NZ planning record with account notes, devices, files, subscriptions, recovery paths, and executor context.

  4. Health Records NZ Organizer

    Health records NZ guide for medical record requests, My Health Record, Shared Digital Health Record notes, corrections, providers, and privacy.

  5. Advance Care Planning NZ: Records, PDFs and Directives

    Advance care planning NZ record guide for MyACP templates, PDFs, sharing, advance directives, EPOA copy-holder notes, and reviews.

  6. Residential Care Subsidy NZ and Rest Home Costs

    Residential care subsidy NZ and rest home subsidy records for costs, asset thresholds, care quotes, who pays, loans, and EPOA access.

  7. End-of-Life Planning Checklist

    End-of-life planning checklist NZ for documents, accounts, contacts, wishes, digital assets, care notes, and trusted access.

  8. End of Life Plan NZ

    Build an end of life plan NZ families can understand with care-plan notes, documents, accounts, final wishes, digital assets, and trusted access.

  9. End-of-Life Documents

    Organize end-of-life documents, life documents, account records, policies, directives, wishes, and digital access notes in one private New Zealand vault.

  10. Funeral Planning NZ and Funeral Wishes

    Funeral planning NZ guide for funeral plan notes, prepaid plans, wishes templates, contacts, payment references, and trusted access.

  11. Funeral Costs NZ and Cremation Cost Records

    Funeral costs NZ records for cremation, burial, Funeral Grant, ACC, Veterans' Affairs, invoices, proof, and trusted access.

  12. Social Media Accounts After Death NZ

    Prepare social media accounts after death NZ records with platform notes, legacy contacts, memorialisation wishes, account lists, and trusted access.

  13. Estate Planning Organizer

    Use Legacy Toolkit as an estate plan organizer in New Zealand for assets, liabilities, estate planning documents, contacts, wishes, and review reminders.

  14. Personal Document Organizer

    Personal document organizer NZ guide for property documents, IDs, policies, accounts, passwords, family notes, and secure storage.

Private vault and sharing

Secure document storage, proof of address NZ, proof of identity NZ, property files, binders, and selective family access.

  1. Encrypted Document Vault

    Learn how an encrypted document vault helps New Zealand families keep estate paperwork, policies, identity files, and family records organized and private.

  2. Secure Online Document Storage NZ

    Secure online document storage NZ guide for estate paperwork, identity files, property records, cloud backup, local encryption, and trusted family access.

  3. Proof of Address NZ

    Proof of address NZ guide for accepted documents, RealMe, IRD, bank statements, utility bills, tenancy records, privacy, and trusted access.

  4. Safe Deposit Box NZ Records Guide

    Safe deposit box NZ records for wills, deeds, certificates, insurance, keys, access notes, and document vault reviews.

  5. Property File NZ Organizer

    Property file NZ records for LIM reports, council files, title searches, building consents, rates, insurance, mortgage, and estate context.

  6. Emergency Binder Checklist for Important Documents

    Emergency binder checklist NZ for important documents, contacts, insurance, accounts, policies, passwords, template notes, and trusted access.

  7. Secure Family Document Sharing

    Share family documents securely in New Zealand by limiting access to the sections people need instead of exposing a whole legacy planning vault.

How to use these resources

The guides are meant to help you decide what to collect before you start entering information into the vault. Read the page that matches the current job, then turn the checklist into concrete profile entries, document attachments, reminders, and trusted-access decisions inside Legacy Toolkit.