Inheritance Settlement Agreement Template for New Zealand

1. Cultural Considerations: Specific provisions for cultural assets or considerations, particularly for Māori land or taonga

2. Business Interests: Specific arrangements for handling business assets or shareholdings

3. Overseas Assets: Provisions dealing with assets located in other jurisdictions

4. Trust Arrangements: Specific provisions where trust structures are involved

5. Life Interests: Provisions for life interests in property or ongoing income arrangements

6. Family Heirlooms: Special provisions for items of family or sentimental value

7. Funeral Arrangements: Specific agreements regarding funeral or memorial arrangements

8. Relationship Property: Specific provisions dealing with relationship property claims

1. Schedule 1 - Estate Assets: Detailed inventory of all estate assets and their agreed values

2. Schedule 2 - Distribution Schedule: Detailed breakdown of how assets will be distributed among beneficiaries

3. Schedule 3 - Claims Summary: Summary of all potential claims against the estate that are being settled

4. Schedule 4 - Payment Schedule: Timeline and details of any staged payments or distributions

5. Schedule 5 - Special Items: List of specific items with special distribution arrangements

6. Appendix A - Supporting Documents: List of relevant supporting documents (e.g., will, valuations, court orders)

7. Appendix B - Legal Advice: Confirmation of independent legal advice received by each party