Plan • Protect • Pass • Prosper
Draft Your Complete Estate Planning Blueprint Today
A guided twenty-section workbook that turns scattered assets, nominations, businesses and wishes into one verified plan — with live net-worth, liquidity and risk analysis, and a professional-ready report for your advocate and chartered accountant.
Guided wizard
Section-by-section questions with autosave and completion tracking.
23-point risk score
Family, asset, disability, business, administration and privacy risk bands.
Report ready
Word and PDF workbook for professional review and family handover.
Private by design
Row-level security, private document storage, no credentials ever stored.
The workbook
Twenty sections, one continuous plan
Client & Family
Verified personal information, dependants and professional contacts
Goals & Priorities
Turn broad wishes into measurable estate-planning outcomes
Concerns & Risk Assessment
23-point family, asset, disability, business, administration and privacy assessment
Estate Inventory
Master register of financial, property, business, foreign and digital assets
Net Worth
Gross assets, gross liabilities and estimated net worth
Estate Liquidity
Cash available versus bequests, debts, taxes and administration expenses
Insurance & Retirement
Policy, nomination, maturity, cash-value and death-benefit records
Beneficiaries & Distribution
Beneficiary suitability, specific gifts, residuary shares and contingencies
Decision Makers
Primary and alternate people for administration, incapacity, guardianship, business and digital access
Recommended Instruments
Recommendation matrix and lawyer briefing outline
Business Succession
Protect ownership, control, cash flow, employees, customers and family value
Incapacity & Health
Financial continuity, healthcare discussion points and emergency medical information
Family Instructions
Plain-language guidance for incapacity, death, business and digital emergencies
Legal & Professional Review
Issue register and questions for your advocate and tax adviser
Implementation Roadmap
Immediate, 30, 60, 90-day and longer-term actions with owners and evidence
Document Storage
Secure, discoverable and controlled access without exposing credentials
Annual Review
Keep family, asset, business, legal and document changes up to date
Handover & Acknowledgement
Final verification of included, pending and legally operative items
Missing Information
Assumptions register and open items with owners and deadlines
Review & Submit
Check what is complete, resolve gaps and send your case to NIWI