Estate Planning Letter Of Intent Template for New Zealand

1. Business Instructions: Include if you own a business - detailed instructions about business succession or wind-down

2. Care Instructions: Include if you have dependent children or pets - detailed care instructions and wishes

3. Family Heirlooms: Include if you have significant family heirlooms - stories and significance of specific items

4. Charitable Intentions: Include if charitable giving is part of estate plan - explanation of charitable choices and wishes

5. Medical Preferences: Include if not covered in separate advance directive - personal preferences for end-of-life care

6. Funeral Arrangements: Include if specific funeral preferences exist - detailed wishes for funeral and memorial services

7. Family Dynamics: Include if complex family relationships exist - explanation of family situations that might affect estate distribution

8. Cultural Considerations: Include if specific cultural or religious practices should be observed - details of important traditions and practices

1. Asset Inventory: Detailed list of major assets, including location, approximate value, and any special instructions

2. Password Directory: Secure list of important passwords and access information for digital assets

3. Contact List: Comprehensive list of important contacts including family, friends, professionals, and institutions

4. Family Tree: Visual representation of family relationships, particularly useful in complex family situations

5. Document Locator: Checklist and location details for all important documents referenced in the letter