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Tauranga, Bay of PlentyOne of the kindest things you’ll ever do for your family
When someone passes away, the people left behind often face a maze of passwords, paperwork, accounts and decisions — all while grieving. This free planner helps you write it all down now, in your own words, so your loved ones know exactly what you have, where to find it, and what you’d want. It’s not about dwelling on the end. It’s about peace of mind today.
Everything in one place
The Life & Legacy Planner walks you, section by section, through the details your family would need. Fill in as much or as little as you like — you can always come back to it.
Personal Records
Your full legal details, family, and the essentials about who you are.
Data & Documents
Important contacts, device and online logins, and where key documents live.
Insurance Information
Life, health, car and other cover — companies, advisers and beneficiaries.
My Will Information
Where your Will, trust, power of attorney and advance directive can be found.
Financial Information
Bank accounts, investments, KiwiSaver, loans, bills and utilities.
Property & Vehicles
Homes, vehicles and other assets, with ownership and loan details.
End-of-Life Care Plan
Your medical wishes and who you’d want making decisions on your behalf.
Wishes & Letters
Messages for family and friends, your funeral wishes, and your last words.
Making Peace
Space for apologies, gratitude and anything left unsaid — in your own hand.
Get your free Life & Legacy Planner
Pop your details in below and we’ll send your free Life & Legacy Planner straight to you — it’s our gift to help you protect the people you love.
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We’ll email your planner and never share your details. The planner is a personal record, not a legally binding document — for that, you’ll need a valid Will.
Your planner guides them — your Will protects them
The planner is the map. Your Will is the legal instrument that decides who inherits what, who looks after your children, and who carries out your wishes. In New Zealand, if you die without a valid Will (“intestate”), the law — not you — decides how your estate is divided, and that can mean delays, extra cost and stress for your family.
A clear Will, kept alongside this planner, means your loved ones can act on your wishes with confidence instead of guesswork.
- Decide who inherits your property and belongings
- Appoint guardians for children under 18
- Name the executor who’ll carry out your wishes
- Reduce delays, disputes and unnecessary cost
Need a Will or not sure yours is current?
We can point you in the right direction. Learn more about Wills with JV Financial Services, or have a chat with Jan about getting your affairs in order.
Life cover is what makes the rest possible
A planner organises your wishes. Life insurance is what gives your family the means to carry them out — covering the mortgage, day-to-day living, your children’s future and the funeral, so they can grieve without financial pressure piling on top.
It’s the foundation almost every other plan rests on. If you haven’t reviewed your cover lately — or you’re not sure it’s enough — it’s worth a conversation.
- Keeps the family home and pays off the mortgage
- Replaces lost income so life can carry on
- Covers funeral and final expenses
- Leaves a legacy for the people who matter most
How protected is your family?
Get a free, no-obligation Life Cover Scorecard below, or talk to Jan about a review. It only takes a few minutes to know where you stand.
7 Secrets to Life Cover
Tap play for a quick watch, then grab our free eBook to learn the things most people only find out when it’s too late.
Free scorecards
Quick, free check-ups that show you how you’re tracking — and each one comes with a free eBook.
KiwiSaver Scorecard & eBook
Right fund? On track for the future you want? Find out where your KiwiSaver stands — plus a free eBook.
Get your score → 🧡Trauma Cover Scorecard & eBook
Would you be financially okay if a serious illness struck? Check your trauma cover — plus a free eBook.
Get your score → 🛡️Life Cover Scorecard & eBook
See how well your family is protected — and get the free Life Cover eBook.
Get your score →Frequently asked questions
Is the Life & Legacy Planner really free?
Yes. It’s a free download with no cost and no obligation. We created it to help Kiwi families get organised and to start helpful conversations about protecting the people you love.
Is the planner a legal document or a Will?
No. The planner is a personal record that helps your family find everything and understand your wishes. It is not legally binding. For your estate to be distributed the way you want, you still need a valid Will.
What happens in New Zealand if I die without a Will?
If you die without a valid Will you are said to die “intestate”, and the law decides how your estate is shared out rather than you. This can cause delays, extra cost and stress for your family, which is why having a current Will alongside this planner matters.
How does life insurance fit into all this?
Your planner and Will set out your wishes; life insurance provides the money to carry them out — covering the mortgage, living costs, children’s needs and the funeral. It’s the foundation most family plans rely on. You can check yours with the free Life Cover Scorecard above or talk to Jan.
Where should I keep my completed planner?
Somewhere safe that a trusted family member or executor knows about — for example with your important documents or your Will. Let at least one person know it exists and where to find it.
Ready to give your family peace of mind?
Download the planner, check your cover, or have a friendly chat with Jan — no pressure, just good advice.