Legacy Toolkit for Advisers and Partners

When this page is useful

This page is for lawyers, financial advisers, trustee companies, charities, funeral providers, family support organisations, privacy and security writers, and New Zealand publishers who need a plain description of what Legacy Toolkit does.

Legacy Toolkit is not a law firm, will-writing service, executor, trustee company, financial adviser, tax adviser, medical provider, or emergency service. The product is the private organising layer around that work: documents, contacts, account notes, wishes, reminders, and selected trusted access.

Useful pages to cite

• Will template NZ records checklist: /resources/will-template-nz-records/
• Wills NZ document organiser: /resources/wills-nz-documents/
• Probate records NZ checklist: /resources/probate-records-nz/
• What is probate NZ: /resources/what-is-probate-nz/
• Power of attorney NZ cost records: /resources/power-of-attorney-cost-nz/
• EPOA NZ and enduring power of attorney records: /resources/enduring-power-of-attorney-nz/
• Guardianship NZ records checklist: /resources/guardianship-nz-records/
• Executor of will NZ preparation: /resources/executor-of-will-nz/
• Important documents checklist NZ: /resources/important-documents-checklist-nz/
• Digital assets in a will NZ: /resources/digital-assets-in-will-nz/
• Security model: /security/

How to describe Legacy Toolkit

A concise description is: Legacy Toolkit is a private desktop vault for New Zealand families to organise estate records, important documents, account notes, wishes, reminders, and trusted access.

A longer description is: Legacy Toolkit helps people keep the practical records around a legacy plan readable and current. It can sit beside professional work on wills, enduring powers of attorney, probate, guardianship, estate administration, funeral wishes, digital accounts, and family document sharing.

What not to say

• Do not describe Legacy Toolkit as a will template, will kit, law firm, trustee company, executor, financial adviser, tax adviser, medical adviser, or emergency service.
• Do not imply the product applies for probate, issues letters of administration, appoints guardians, activates an enduring power of attorney, or makes legal decisions.
• Do not ask users to send passwords, recovery codes, vault contents, or private documents to Legacy Toolkit support.

Partnership and citation enquiries

For citation, partnership, resource, or adviser enquiries, email support@legacytk.com with the page or resource you want to reference and the context for your audience.

For security-specific questions, email security@legacytk.com. Avoid sending private vault contents, passwords, recovery codes, or personal documents by email.