FAQs

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What happens if I appoint my own executor?

We hoped you would ask that question! This is one of the unique things about becoming a Footprint customer. Whether you’ve chosen a family member or Perpetual Guardian (our authorised estate administration provider) to be your executor – we’ve still got you covered!

If you don’t have the estate administration package, (Single Will or Will It), and you choose Perpetual Guardian as your executor, any costs associated with estate administration will be charged to your estate as per any other executor.

If you have the Will Package (which includes estate administration) we recommend you select Perpetual Guardian, as their services are part of your subscription. However, if you decide to nominate a family member or friend they can utilise the executor support service provided by Perpetual Guardian, or go it alone. But, because we believe in transparency, we wanted to be upfront that if your executor elects not to use the service, then your estate will not be issued a refund on any subscription fees.

Footprint chooses to work with New Zealand’s leading trustee company Perpetual Guardian. If your executor decides to use a different estate administration provider, any fees incurred through this provider will be charged to your estate, as your Footprint subscription does not include payments to unauthorised providers. This means your estate may be liable for further fees, costs and disbursements incurred by your executor outside of your Footprint subscription. For more information on what our executor support offers, check out our terms and conditions here.

How does my family get access to my Will and estate administration service after I die?

First of all, if you‘ve notified the important people in your life of your Will’s existence and whereabouts through the notifications function on your dashboard, your loved ones should have no problem finding where your Will is stored.

If you’ve selected Perpetual Guardian as executor for your Will, your family can contact them directly to discuss next steps. Perpetual Guardian runs checks every day to identify if an estate administration client has passed away - so if one of your close family members or friends don’t make direct contact with Perpetual Guardian, they will make contact with your family themselves.

If you’ve selected a personal friend or family member to be your executor, they’ll need to reach out to Perpetual Guardian directly to seek support for their executor duties. Once their identity has been confirmed they’ll have access to the executor support service provided by Perpetual Guardian.

How do I cancel my subscription?

You can cancel your subscription to Footprint at any time - all we’ll need from you is an email notifying us of your cancellation. If you choose to cancel your subscription part way through year one, or if you’ve chosen to pay monthly in year two and would like to cancel mid-month, no refunds will be provided. You do however still have full access to all benefits and features included in your subscription until the end of the year (for year one), or the end of the month (year two monthly payments). You can email us at info@myfootprint.co.nz to cancel at any time.

Can my executor also be a beneficiary in my Will?

The answer is yes, it’s legal to have an executor who’s also a beneficiary in your Will. But we think it’s a good idea to keep the beneficiaries of your estate and your executor separate - just in case your Will is challenged as it could be seen as a conflict of interest, but it’s totally your call.

What happens if the beneficiaries of my Will are under the age of 20 years old?

The legal age to receive any inheritance in New Zealand is 20 years old. If you leave anything to anyone under this age (for example any young grandchildren, or nieces and nephews) it’ll be held for them by the trustee of your Will. However, this money is still available before the age of 20 for certain things like child support or education etc.

Can my partner and I have one Will between us?

It’s a common misconception that only one Will needs to exist between two people (something called a ‘joint Will’ which is something offered overseas). Within New Zealand, your Will is seen as an individual list of wishes, meaning you and your partner need to each write your own Will, even if you have the same wishes. That being said nothing stops you from writing your Wills together to reiterating the same wishes.

What are Perpetual Guardian’s executor fees?

  • Footprint Will Package Customers

    If you name Perpetual Guardian as your executor with the Footprint Will package, your estate administration fees are covered. If you name someone else then they will be provided an executor support administration service instead, as there are certain activities that only executors are legally able to perform. Terms and conditions apply.

  • BYO Will Package Customers

    If you name Perpetual Guardian as your executor with the BYO Will Package option, your estate administration fees are covered. If you name someone else then they will be provided an executor support administration service instead, as there are certain activities that only executors are legally able to perform. Terms and conditions apply.

  • Single Will and Will It Customers

    If you intend to name Perpetual Guardian as your executor with the Single Will and Will It product, you will be charged Perpetual Guardian fees. Click here to see their pricing structure. Terms and conditions apply.

We hoped you would ask that question! This is one of the unique things about becoming a Footprint customer. Whether you’ve chosen a family member or Perpetual Guardian (our authorised estate administration provider) to be your executor – we’ve still got you covered!

If you don’t have the estate administration package, (Single Will or Will It), and you choose Perpetual Guardian as your executor, any costs associated with estate administration will be charged to your estate as per any other executor.

If you have the Will Package (which includes estate administration) we recommend you select Perpetual Guardian, as their services are part of your subscription. However, if you decide to nominate a family member or friend they can utilise the executor support service provided by Perpetual Guardian, or go it alone. But, because we believe in transparency, we wanted to be upfront that if your executor elects not to use the service, then your estate will not be issued a refund on any subscription fees.

Footprint chooses to work with New Zealand’s leading trustee company Perpetual Guardian. If your executor decides to use a different estate administration provider, any fees incurred through this provider will be charged to your estate, as your Footprint subscription does not include payments to unauthorised providers. This means your estate may be liable for further fees, costs and disbursements incurred by your executor outside of your Footprint subscription. For more information on what our executor support offers, check out our terms and conditions here.

First of all, if you‘ve notified the important people in your life of your Will’s existence and whereabouts through the notifications function on your dashboard, your loved ones should have no problem finding where your Will is stored.

If you’ve selected Perpetual Guardian as executor for your Will, your family can contact them directly to discuss next steps. Perpetual Guardian runs checks every day to identify if an estate administration client has passed away - so if one of your close family members or friends don’t make direct contact with Perpetual Guardian, they will make contact with your family themselves.

If you’ve selected a personal friend or family member to be your executor, they’ll need to reach out to Perpetual Guardian directly to seek support for their executor duties. Once their identity has been confirmed they’ll have access to the executor support service provided by Perpetual Guardian.

You can cancel your subscription to Footprint at any time - all we’ll need from you is an email notifying us of your cancellation. If you choose to cancel your subscription part way through year one, or if you’ve chosen to pay monthly in year two and would like to cancel mid-month, no refunds will be provided. You do however still have full access to all benefits and features included in your subscription until the end of the year (for year one), or the end of the month (year two monthly payments). You can email us at info@myfootprint.co.nz to cancel at any time.

The answer is yes, it’s legal to have an executor who’s also a beneficiary in your Will. But we think it’s a good idea to keep the beneficiaries of your estate and your executor separate - just in case your Will is challenged as it could be seen as a conflict of interest, but it’s totally your call.

The legal age to receive any inheritance in New Zealand is 20 years old. If you leave anything to anyone under this age (for example any young grandchildren, or nieces and nephews) it’ll be held for them by the trustee of your Will. However, this money is still available before the age of 20 for certain things like child support or education etc.

It’s a common misconception that only one Will needs to exist between two people (something called a ‘joint Will’ which is something offered overseas). Within New Zealand, your Will is seen as an individual list of wishes, meaning you and your partner need to each write your own Will, even if you have the same wishes. That being said nothing stops you from writing your Wills together to reiterating the same wishes.

  • Footprint Will Package Customers

    If you name Perpetual Guardian as your executor with the Footprint Will package, your estate administration fees are covered. If you name someone else then they will be provided an executor support administration service instead, as there are certain activities that only executors are legally able to perform. Terms and conditions apply.

  • BYO Will Package Customers

    If you name Perpetual Guardian as your executor with the BYO Will Package option, your estate administration fees are covered. If you name someone else then they will be provided an executor support administration service instead, as there are certain activities that only executors are legally able to perform. Terms and conditions apply.

  • Single Will and Will It Customers

    If you intend to name Perpetual Guardian as your executor with the Single Will and Will It product, you will be charged Perpetual Guardian fees. Click here to see their pricing structure. Terms and conditions apply.

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