Legacy Toolkit Resources

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.

1. Estate Planning NZ Organizer

   Use Legacy Toolkit to organise the practical records around estate planning in New Zealand: documents, accounts, contacts, wishes, and trusted access.

2. Executor Duties NZ Document Checklist

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

3. Executor of Will NZ

   Prepare organised records for an executor of will in New Zealand, including documents, accounts, contacts, policies, digital assets, and family instructions.

4. Important Documents Checklist NZ

   Use an important documents checklist NZ families can follow for wills, estate papers, IDs, accounts, policies, contacts, and digital records.

5. Probate Documents NZ Organizer

   Organise practical records around probate in New Zealand: will references, estate documents, accounts, contacts, property, policies, and digital assets.

6. Wills NZ Document Organizer

   Organise the documents, account records, contacts, and instructions that should sit around a New Zealand will without replacing legal advice.

7. Digital Estate Planning

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

8. Digital Executor

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

9. Digital Legacy Planning

   A practical digital legacy planning NZ guide for organising accounts, documents, wishes, contacts, and trusted access before family needs them.

10. 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.

11. 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.

12. End-of-Life Planner

    Use Legacy Toolkit as an end-of-life planner for New Zealand documents, accounts, final wishes, reminders, digital assets, and trusted family access.

13. End-of-Life Planning Checklist

    Use this New Zealand end-of-life planning checklist to organize documents, accounts, contacts, wishes, digital assets, and trusted access.

14. Estate Executor Checklist

    A practical New Zealand estate executor checklist and executor of estate checklist for documents, accounts, policies, digital notes, and family instructions.

15. 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.

16. Family Emergency Binder

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

17. Important Documents Binder

    Build an important documents binder for New Zealand emergency contacts, life documents, insurance, accounts, policies, passwords, and family instructions.

18. Personal Document Organizer

    Organize personal documents, account records, policies, IDs, directives, passwords, and family notes in a private desktop vault for New Zealand families.

19. Secure Document Storage

    Compare secure document storage needs in New Zealand for estate paperwork, life documents, policies, identity files, accounts, and family instructions.

20. 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.