New Zealand Peace of Mind Planner – Fillable PDF End of Life & Life Admin Planner

Instant digital download — no shipping required.

New Zealand Peace of Mind Planner – Fillable PDF

A practical, thoughtful and beautifully organised planner to help you record the important details your loved ones may one day need.

The New Zealand Peace of Mind Planner is a comprehensive fillable PDF designed to help you organise your life admin, personal wishes, important documents, household information, digital accounts, financial details, final wishes, legacy messages and executor guidance — all in one easy-to-use place.

Created specifically for a New Zealand audience, this planner includes prompts and sections relevant to NZ families, including IRD, ACC, KiwiSaver, Waka Kotahi / NZTA, myTrove, RealMe, Enduring Power of Attorney, Advance Care Planning, funeral and tangi wishes, taonga, heirlooms, digital legacy and practical executor support.

This planner is not just about paperwork. It is about easing the burden on your family, reducing confusion, and giving the people you love clear guidance when they may need it most.

Whether you are getting your own affairs in order, supporting ageing parents, preparing for future care needs, or simply wanting your important information in one secure place, this planner provides a calm and structured way to begin.

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What’s Included

You will receive a 126-page fillable PDF planner with:

• 14 organised life and legacy planning chapters
• Fillable fields so you can type directly into the PDF
• Clickable chapter tabs for easy navigation
• Previous, Next and Contents navigation buttons
• Beautiful New Zealand-inspired design
• Dedicated chapter opener pages
• Practical prompts for important documents, wishes and instructions
• Executor checklists and quick-reference guidance
• Sections for personal, household, financial, digital and legacy information
• Space for notes, reflections, memories and final messages

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Planner Chapters

The planner includes sections for:

1. First Contacts & Immediate Support
2. My Care and Wellbeing
3. My Faithful Companions
4. My Story
5. My Identity Documents
6. My Final Journey
7. My Will & Guardianship
8. The Heart of the Home
9. My Assets & Belongings
10. Financial Foundations
11. My Digital Footprint
12. Captured Moments
13. My Ethical Will & Legacy
14. Heirlooms, Taonga and Special Items

It also includes executor support pages, notes and references.

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Who This Planner Is For

This planner is ideal for New Zealanders who want to:

• Organise important life admin in one place
• Make things easier for family, whānau or an Executor
• Record funeral, tangi, farewell or memorial wishes
• Keep track of key documents, accounts and contacts
• Prepare practical information for future care or end-of-life planning
• Record legacy messages, memories and meaningful items
• Support loved ones with clear, calm instructions
• Reduce uncertainty during stressful times

It is especially useful for parents, grandparents, couples, single adults, blended families, carers, adult children supporting ageing parents, and anyone who wants to prepare thoughtfully for the future.

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How to Use It

After purchase, download the PDF and open it in Adobe Acrobat Reader or another reliable PDF reader.

You can:

• Type directly into the planner
• Save your progress
• Update it over time
• Print selected pages or the full planner
• Store a completed copy securely
• Let a trusted person know where it can be found

For best results, avoid filling it out in a web browser, as browser PDF viewers may not reliably save fillable fields.

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Important Note

This planner is a practical organisation and life admin tool. It does not replace legal, financial, medical or estate planning advice.

It does not create a Will, Enduring Power of Attorney, Advance Care Plan or any legally binding instruction. Please seek professional advice where needed, especially for legal documents, estate planning, financial decisions, health directives, guardianship matters and funeral arrangements.

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Digital Product Notice

This is a digital download product. No physical product will be shipped.

Because this is a digital item, refunds are not available once the file has been downloaded, unless required by law.

Instant digital download. Compatible with Adobe Acrobat Reader (free) and most PDF apps.

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⭐ What people are saying

"This planner was genuinely eye-opening! I didn't realise how much is involved when someone passes away. There was so much I hadn't thought about — the will, what families have to deal with, all of it. Reading through this made me realise how many memories I'd love to have captured, but they're already starting to fade. And the last thing I'd want is family falling out over my belongings. This planner covers things I never would have thought to address. Everyone needs this planner."

— Helen Kerr-Bell, Pukekohe

"Wow — there is nothing left out. It's so thorough, and I can see how much work and research has gone into it. Well done!"

— Margaret, Whangarei

"I've been meaning to get my affairs in order for years but never knew where to start. This planner made it so easy — it walks you through everything step by step, so there's no overwhelm. And knowing it's done is such a relief. It also makes a beautiful gift for anyone you love. I only wish I'd had this sooner."

— Melissa, Auckland