Legacy Planning - Download our Legacy & Life Preferences Workbook
- Business Studio
- 2 days ago
- 2 min read
The Legacy & Life Preferences Workbook is a practical, structured document designed to help you organise the personal, financial, medical, digital, and legal details that matter most. It provides one central place to record key information and preferences so your loved ones, advisors, or executors can act with clarity, confidence, and respect for your wishes. This is not a legal document — it is a guided tool to support smoother decision-making in times when answers may be hard to find.
*Always seek specialist advice that is tailored to your situation and risks.
Our workbook is available to download as a PDF:
This workbook is ideal for anyone who wants to ensure their affairs are clearly documented, up to date, and easily accessible. It’s especially useful for busy professionals, people planning ahead for later life, those updating wills or EPAs, and families wanting to reduce stress during difficult moments. Completing the workbook also helps highlight gaps — such as missing legal documents or unclear digital access — so you can address them proactively.
What the legacy and life planning workbook covers:
The document is divided into clear, functional sections that allow you to complete as much or as little as you choose:
Personal and key contact details: Your essential information and the people who may need to be contacted or act on your behalf.
Legal documents overview: A checklist to record what formal documents exist, when they were last updated, and where they are stored.
Financial information: Bank accounts, KiwiSaver, loans, insurance, and investments — all in one place.
Professional and legal advisors: Clear details for your lawyer, accountant, executors, trustees, and medical professionals.
Household and property: Locations of keys, titles, service providers, and essential household details.
Health and medical information: Conditions, medications, care preferences, and advance care instructions.
Digital and technology footprint: Password managers, social media accounts, photo storage, devices, and instructions for digital assets.
Personal wishes and legacy: Sentimental items, messages for family, special instructions, and a Memorandum of Wishes section.
Each page provides structured prompts so you can record information accurately and revisit it as your circumstances change.
Why this matters
Having this information organised ensures your values and preferences are understood, reduces uncertainty for loved ones, and helps advisors carry out their responsibilities efficiently. In challenging moments, this workbook can prevent confusion, delays, and unnecessary stress by making sure everything is documented clearly and respectfully.
Completing the workbook
For some the attached is completed diligently, and for others it is too much. Either way, only open it when you have a good head on your shoulders. The other option is to record it verbally; you just have to ensure you leave instructions with someone who will know where to find it!
Remember this is a living document, so you can change it at whim. You just have to ensure those who will be responsible for you know where to find it.
If you need help completing the workbook, identifying gaps, or aligning it with your wider estate or business planning, Business Studio Innovators can guide you through the process with practical, personalised support. Contact us or book an initial 30-minute consultation here.
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