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Assets & Gifts (Schedule A)

This Schedule records your assets, liabilities, and any specific gifts you'd like to make. It helps your executor understand what you own and how you'd like things distributed. Write as much or as little as you need — you can update this at any time.

My assets

List your assets — include a description, approximate value, and whether owned solely or jointly. Include any loans or debts against each asset. Examples: property, bank accounts, vehicles, investments, KiwiSaver, business interests.

Jointly owned assets

For each jointly owned asset, tell us whether you want your share to pass to the surviving co-owner or, if legally possible, be included in your estate.

Specific gifts

List any specific items you want to go to particular people or charities. These occur in advance of the general residuary distribution in your Foundation Will. Example:"Gold watch to my daughter Sarah Smith."

Life insurance

List any life insurance policies — include the provider, policy number, coverage amount, and named beneficiary if any.

Additional notes

Provide any additional notes with respect to your assets (liabilities against those assets) and your intentions with regard to gifts.