Estate Settlement Agreement Template for New Zealand

1. Business Interests: Required when the estate includes business assets or shares that need specific handling

2. Overseas Assets: Included when the estate contains assets in other jurisdictions

3. Family Protection Claims: Necessary when addressing potential or actual claims under the Family Protection Act

4. Testamentary Promises: Required when addressing claims or potential claims under the Law Reform (Testamentary Promises) Act

5. Trust Provisions: Included when part of the estate is to be held in trust

6. Life Interests: Required when creating life interests in property

7. Charitable Gifts: Included when there are charitable bequests to be administered

1. Schedule 1 - Estate Assets: Detailed inventory of all estate assets including real property, personal property, investments, and bank accounts

2. Schedule 2 - Estate Liabilities: Comprehensive list of all debts, taxes, and other liabilities of the estate

3. Schedule 3 - Distribution Schedule: Detailed breakdown of how assets will be distributed to each beneficiary

4. Schedule 4 - Specific Bequests: List of specific items or amounts to be distributed to named beneficiaries

5. Schedule 5 - Documents and Certificates: List of relevant documents including death certificate, will, probate grant, and any court orders

6. Appendix A - Valuation Reports: Professional valuations of significant assets where required

7. Appendix B - Tax Certificates: Relevant tax clearances and certificates