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Practical information to help you understand your options and plan your next steps.
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Keeping the Estate Protected
Read guide: Keeping the Estate ProtectedThe storm arrived two weeks after the funeral. A branch crashed through the roof of the deceased’s empty house, rain entered the ceiling and water…
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When the Car Loan Outlives the Owner
Read guide: When the Car Loan Outlives the OwnerThe vehicle looked like one of the estate’s most valuable assets. It was only two years old, appeared well maintained and had an estimated market…
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Closing a Digital Life With Care
Read guide: Closing a Digital Life With CareThe executor expected to find photographs on the deceased’s social media account. They did not expect to find a business. The account contained years of…
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When Business Debts Follow the Owner
Read guide: When Business Debts Follow the OwnerThe executor first realised the business was in trouble when three creditors called on the same morning. One wanted payment for stock delivered before the…
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Building the Estate’s Financial Paper Trail
Read guide: Building the Estate’s Financial Paper TrailThe executor knew the estate had money. What they did not know was where it had come from, where it had gone or why the…
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Dividing KiwiSaver Through an Estate
Read guide: Dividing KiwiSaver Through an EstateThe executor thought the deceased’s KiwiSaver balance would be the easiest asset to distribute. There was one account, one provider and three adult children named…
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When Loans and Guarantees Survive Death
Read guide: When Loans and Guarantees Survive DeathThe executor knew about the mortgage. They did not know about the guarantee. While reviewing the deceased’s files, they found a letter from a lender…
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When Pension Payments Continue After Death
Read guide: When Pension Payments Continue After DeathThe executor noticed the payment before anyone noticed the problem. A regular pension deposit had arrived in the deceased’s bank account several days after death.…
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Closing the Estate’s Tax Story
Read guide: Closing the Estate’s Tax StoryThe executor believed the estate was almost ready to distribute. The house had been sold. The mortgage was repaid. The bank accounts had been closed,…
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