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Plans103
Accident Compensation: Claim Review (Claimant)

Accident Compensation/6s/National

↳
District Court Appeal Track

Accident Compensation/5s/National

Bail Application - District Court (Defendant)

Criminal Law/6s/National

↳
High Court Bail Appeal (s 44)

Criminal Law/4s/National

↳
Bail Variation or Review (s 33/34)

Criminal Law/3s/National

Civil Remedies under Harmful Digital Communications Act

Civil Litigation/9s/National

↳
Parallel Criminal Prosecution Coordination (s 22 / s 22A)

Civil Litigation/4s/National

↳
Without-Notice Interim Order (Rule 21)

Civil Litigation/3s/National

Construction Adjudication (Respondent)

Construction Law/7s/National

↳
Residential Occupier (Section 31 Exemption)

Construction Law/4s/National

↳
Landowner (Non-Respondent) - Section 52 Review Pathway

Construction Law/5s/National

Court-Ordered Company Liquidation (Creditor)

Bankruptcy & Insolvency/6s/National

↳
Judgment Debt Pathway

Bankruptcy & Insolvency/6s/National

Creditor-Initiated Personal Bankruptcy

Bankruptcy & Insolvency/10s/National

Defending PCBUs in WorkSafe Prosecutions (Respondent)

Employment Law/7s/National

↳
Jury Trial Election

Employment Law/4s/National

↳
Enforceable Undertaking Pathway

Employment Law/4s/National

Defending Unjustified Dismissal Claims (Respondent)

Employment Law/5s/National

↳
De Novo Challenge - Employment Court Pathway

Employment Law/4s/National

↳
Specified Contractor Status Gateway Pathway

Employment Law/3s/National

↳
90-Day Trial Period Pathway

Employment Law/3s/National

↳
High-Income Threshold Gateway Pathway

Employment Law/3s/National

Discharge Without Conviction Application - Section 106 Sentencing Act 2002

Criminal Law/6s/National

↳
Professional Licensing Consequences - s 106 Application

Criminal Law/4s/National

↳
Immigration and Deportation Consequences - s 106 Application

Criminal Law/4s/National

Dissolution of Marriage or Civil Union (Applicant)

Family Law/7s/National

↳
Sole Application - Family Violence Fast-Track Pathway (s 39A)

Family Law/7s/National

↳
Joint Application - Standard Irreconcilable Breakdown (s 37/39)

Family Law/7s/National

↳
Joint Application - Family Violence Fast-Track Pathway (s 39A)

Family Law/7s/National

Drink or Drug Driving (Defendant)

Criminal Law/3s/National

↳
Limited Licence Application

Criminal Law/2s/National

↳
Simple Guilty Plea

Criminal Law/2s/National

↳
Contested Hearing

Criminal Law/2s/National

Family Protection Act Claims (Applicant)

Wills and Estates/7s/National

↳
Parent Standing and Dependency Assessment

Wills and Estates/4s/National

↳
De Facto Partner Standing and Cohabitation Assessment

Wills and Estates/4s/National

↳
Stepchild Standing and Maintenance Assessment

Wills and Estates/4s/National

Family Protection Act Claims (Executor)

Wills and Estates/7s/National

↳
Neutral Assistance and Application for Judicial Directions

Wills and Estates/5s/National

↳
Active Defence of Claim on Behalf of Beneficiaries

Wills and Estates/5s/National

Family Violence Act: Protection Order (Respondent)

Family Law/6s/National

↳
On-Notice Defence - No Without-Notice Order Made

Family Law/3s/National

↳
Weapons and Firearms Licence Restoration - Arms Act 1983

Family Law/3s/National

New Zealand Consumer Guarantees Act Claim (Applicant)

Civil Litigation/7s/National

↳
Rejection and Refund of Goods (Section 22)

Civil Litigation/4s/National

↳
Parallel Fair Trading Act Misrepresentation Claim

Civil Litigation/4s/National

↳
Cancellation of Services Contract (Section 35)

Civil Litigation/4s/National

New Zealand Debt Recovery (Creditor)

Civil Litigation/5s/National

↳
Defended Proceeding Pathway (2026 Civil Justice Reform Track)

Civil Litigation/3s/National

↳
Summary Judgment Pathway

Civil Litigation/3s/National

↳
Default Judgment Pathway

Civil Litigation/3s/National

↳
Disputes Tribunal Pathway (Claims up to $60,000)

Civil Litigation/3s/National

New Zealand Disputes Tribunal Claim (Claimant)

Civil Litigation/8s/National

↳
Corporate Respondent Claim

Civil Litigation/8s/National

↳
Insurer Subrogated Claim

Civil Litigation/8s/National

↳
Late Knowledge Claim

Civil Litigation/8s/National

Parenting Order Applications (Applicant)

Family Law/7s/National

↳
Guardianship Dispute - Section 46R / Section 44 Pathway

Family Law/3s/National

↳
Relocation Dispute - Section 44 / Section 47 Pathway

Family Law/3s/National

↳
Without Notice (Urgent) - Form G6 Pathway

Family Law/3s/National

Personal Grievance for Unjustified Dismissal (Applicant)

Employment Law/7s/National

↳
Contractor Status Challenge

Employment Law/3s/National

↳
High-Income Threshold Dispute

Employment Law/3s/National

↳
90-Day Trial Period Dispute

Employment Law/3s/National

↳
Interim Reinstatement Application

Employment Law/3s/National

Personal Insolvency (Debtor)

Bankruptcy & Insolvency/5s/National

↳
Part 5 Proposal

Bankruptcy & Insolvency/3s/National

↳
Debt Repayment Order (DRO)

Bankruptcy & Insolvency/3s/National

↳
No Asset Procedure (NAP)

Bankruptcy & Insolvency/3s/National

Probate Administration (Executor)

Wills and Estates/5s/National

↳
Letters of Administration on Intestacy Pathway

Wills and Estates/3s/National

↳
Letters of Administration with the Will Annexed Pathway

Wills and Estates/3s/National

Protection Order Application (Applicant)

Family Law/6s/National

↳
On Notice Application

Family Law/5s/National

Relationship Property Claim Against Trust Assets - s 44C Applicant

Family Law/6s/National

↳
Trustee Respondent - Defending Trust Assets Against Division

Family Law/4s/National

Relationship Property Division (Applicant)

Family Law/7s/National

↳
Leave Application Out of Time - Section 24(2) Pathway

Family Law/3s/National

↳
Set Aside Separation Agreement - Section 21J Pathway

Family Law/3s/National

↳
Short Duration Relationship - Section 14A Pathway

Family Law/3s/National

Relief Against Cancellation of Commercial Lease - Tenant (s 253 PLA 2007)

Property Disputes/6s/National

↳
Landlord - Enforcing Lease Cancellation and Opposing Relief Application

Property Disputes/5s/National

Residential Property Purchase (Buyer)

Real Estate/5s/National

↳
Unit Title Property Pathway

Real Estate/3s/National

↳
OIO Consent Pathway

Real Estate/3s/National

↳
Vendor Default - Settlement Notice Procedure

Real Estate/3s/National

Residential Property Sale (Vendor)

Real Estate/5s/National

↳
Unit Title Property Pathway

Real Estate/3s/National

↳
Purchaser Default - Settlement Notice Procedure

Real Estate/3s/National

Solvent Voluntary Liquidation (Director)

Bankruptcy & Insolvency/5s/National

↳
Insolvent Voluntary Liquidation (s 241(2)(a))

Bankruptcy & Insolvency/4s/National

↳
Defending Court-Ordered Liquidation Application

Bankruptcy & Insolvency/5s/National

Summary Offence - Criminal (Defendant)

Criminal Law/5s/National

↳
Defended Trial Pathway

Criminal Law/3s/National

Tenancy Dispute (Landlord)

Property Disputes/7s/National

↳
Periodic Tenancy - No-Cause and Specific-Grounds Notices

Property Disputes/4s/National

↳
Fixed-Term Tenancy Expiry and Hardship

Property Disputes/3s/National

↳
Repeated Breaches - Late Rent and Anti-Social Behaviour

Property Disputes/3s/National

↳
Urgent Hearing - Extreme Hardship / Contamination / Assault

Property Disputes/3s/National

Tenancy Dispute (Tenant)

Property Disputes/8s/National

Wage and Holiday Pay Recovery (Applicant)

Employment Law/8s/National

↳
Employment Court Challenge (s 179)

Employment Law/4s/National

↳
Insolvent Employer - Director Liability (s 77A)

Employment Law/4s/National

  1. Home
  2. Matter Plans
  3. New Zealand
  4. Wills & Estates

New Zealand Wills & Estates Matter Plans

🇳🇿 New Zealand - Wills & Estates - 10 plans

New Zealand succession law is governed by the Administration Act 1969, the Wills Act 2007, and the Family Protection Act 1955. Probate applications and grants of administration are made to the High Court of New Zealand, which has jurisdiction over the administration of deceased estates. The Wills Act 2007 sets out the formal requirements for valid wills, while the Administration Act 1969 governs the duties of executors and administrators and provides rules for intestate distribution.

Our New Zealand wills and estates matter plans cover applications for grants of probate, letters of administration, family protection claims, testamentary promises claims under the Law Reform (Testamentary Promises) Act 1949, and estate administration workflows. Plans incorporate the specific procedural requirements of the High Court probate registry, including the threshold for when a grant is required and current filing procedures.

Total Plans
10
Master Plans3
Derivative Forks7
Total Effort Units858

Key Legislation

Administration Act 1969

The primary legislation governing the administration of deceased estates in New Zealand. Defines the duties of executors and administrators, sets the priority for who may apply for a grant of administration, and provides the rules for intestate distribution.

Wills Act 2007

Sets out the formal requirements for a valid will in New Zealand, including execution, capacity, witnessing, and revocation. Also provides for the court to validate non-compliant wills where the court is satisfied the document expresses the deceased's testamentary intentions.

Family Protection Act 1955

Allows specified family members - including spouses, civil union partners, de facto partners, children, and grandchildren - to apply to the High Court for provision from an estate where the deceased failed to make adequate provision for their proper maintenance and support.

Law Reform (Testamentary Promises) Act 1949

Enables a person who performed work or services for the deceased on the basis of a promise of testamentary provision to claim against the estate where the promise was not fulfilled in the will.

Courts & Tribunals

High Court of New Zealand

National

Has jurisdiction over applications for grants of probate and letters of administration. Also hears contested estate matters including family protection claims under the Family Protection Act 1955 and testamentary promises claims.

Court of Appeal of New Zealand

National

Hears appeals from the High Court on contested estate matters, including disputes over the validity of wills and family protection claims.

Wills & Estates Matter Plans

10 plans

Family Protection Act Claims (Applicant)

DISPUTE LITIGATION-APPLICANT
7 152u 3

Parent Standing and Dependency Assessment

APPLICANT
4 49u

De Facto Partner Standing and Cohabitation Assessment

APPLICANT
4 56u

Stepchild Standing and Maintenance Assessment

APPLICANT
4 52u

Family Protection Act Claims (Executor)

DISPUTE LITIGATION-RESPONDENT
7 138u 2

Neutral Assistance and Application for Judicial Directions

RESPONDENT
5 65u

Active Defence of Claim on Behalf of Beneficiaries

RESPONDENT
5 66u

Probate Administration (Executor)

REGULATORY-APPLICANT
5 135u 2

Letters of Administration on Intestacy Pathway

APPLICANT
3 73u

Letters of Administration with the Will Annexed Pathway

APPLICANT
3 72u

Frequently Asked Questions

Who can apply for a family protection order in New Zealand?

Under the Family Protection Act 1955, eligible applicants include the spouse, civil union partner, de facto partner, children (including adopted children), grandchildren, stepchildren, and parents of the deceased. Applications must generally be filed in the High Court within 12 months of the grant of probate or administration.

When is a grant of probate required in New Zealand?

A grant of probate from the High Court is generally required to administer estates involving land or where asset holders (such as banks) require a grant before releasing funds. The threshold has been raised to $40,000 as of September 2025, meaning estates with assets below this amount held by a single institution may not require a formal grant.

What happens if someone dies without a will in New Zealand?

If a person dies intestate (without a valid will), the estate is distributed according to the intestacy rules in the Administration Act 1969. The surviving spouse or partner is generally entitled to personal chattels, a statutory legacy, and a share of the residuary estate. The balance is distributed among children and other relatives according to a prescribed order of priority.

Community-Driven Legal Resources

Built by Practitioners, for Practitioners

Every wills & estates matter plan on this page has been created and refined by verified legal practitioners. Our community-driven approach means plans reflect real-world practice, not theoretical frameworks.

Suggest improvements, flag outdated procedures, or contribute entirely new plans. All suggestions are peer-reviewed and voted on by the community before being incorporated.

Suggest an ImprovementHelp keep these plans accurate and current
Join Our Discord CommunityConnect with practitioners building the future of legal workflows
API DocumentationIntegrate matter plans into your PMS via our JSON API

About New Zealand Wills & Estates Matter Plans

New Zealand wills & estates practitioners can access 10 free wills & estates matter plans, including 7 specialist derivative plans on the Open Matter Plans Network. Each plan is a structured checklist covering every stage of a wills & estates matter - from initial instructions through to completion - with estimated time units, key dates, and role assignments built in. Use them directly in your browser or export to CSV for your practice management system.

All plans are maintained by verified legal practitioners, version-controlled, and aligned to the SALI Alliance Legal Matter Standard Specification - making them compatible with legal AI workflows and direct PMS integration via the JSON API.

PMS Fields - New Zealand Wills & Estates

When a practice-management system opens a matter at this level, these are the canonical fields it receives - resolved through the field-set hierarchy (base → area of law → geography → plan). Fields added at this levelare shown below, with inherited tiers beneath; each set's page has the full resolved table. How this works.

Added at this level - Wills and Estates Field Set (NZ)11 fields
Court(2)
High Court filing registrymatter.fieldValues.high_court_filing_registrytext
File and Pay receipt numbermatter.fieldValues.file_and_pay_receipt_numbertext
Financials(1)
Filing Fee Paidmatter.fieldValues.filing_fee_paidcurrency
Key Dates(2)
Date FPA notice of intention servedmatter.fieldValues.fpa_notice_of_intention_served_datedate
Date notice of intention expiresmatter.fieldValues.notice_of_intention_expiry_datedate

6 more fields at this level - view the full set (free sign-in).

Inherited · Area of law · Wills and Estates Field Set72 fields →
Inherited · Base - every matter · Universal Matter Core56 fields
Matter(4)
Matter numberⓘmatter.matterNumbertextrequired
Matter titlematter.titletext
Matter typeⓘmatter.matterTypetext
Matter statusmatter.statustext
Client
139 fields resolved · chain: matter-core → wills-estates → wills-estates-nzJSON API
(12)
Client namematter.clientNametextrequired
Client emailmatter.clientEmailemail
Client / purchaser phonematter.linkedContacts.CLIENT.phonephone
Client / purchaser postal addressⓘmatter.linkedContacts.CLIENT.addresstext
Client date of birthmatter.fieldValues.client_date_of_birthdate
Client ABN / ACNmatter.fieldValues.client_abn_acntext
Client entity typematter.fieldValues.client_entity_typeselect
Client Street Addressmatter.linkedContacts.CLIENT.addressStreettext
Client Suburbmatter.linkedContacts.CLIENT.addressSuburbtext
Client Statematter.linkedContacts.CLIENT.addressStatetext
Client Postcodematter.linkedContacts.CLIENT.addressPostcodetext
Client Suburb/State/Postcode linematter.linkedContacts.CLIENT.addressLocalitytext
Our Firm(9)
Firm namematter.ourFirmNametextrequired
Firm addressmatter.ourFirmAddresstext
Firm phonematter.ourFirmPhonephone
Firm emailmatter.ourFirmEmailemail
Firm Street Addressmatter.ourFirmAddressStreettext
Firm Suburbmatter.ourFirmAddressSuburbtext
Firm Statematter.ourFirmAddressStatetext
Firm Postcodematter.ourFirmAddressPostcodetext
Firm Suburb/State/Postcode linematter.ourFirmAddressLocalitytext
Operator(11)
User First Namematter.user.firstNametext
User Surnamematter.user.surnametext
User Full Name (first + surname)matter.user.nametext
User Emailmatter.user.emailemail
User Postal Addressmatter.user.addresstext
User Contact Numbermatter.user.phonephone
User Street Addressmatter.user.addressStreettext
User Suburbmatter.user.addressSuburbtext
User Statematter.user.addressStatetext
User Postcodematter.user.addressPostcodetext
User Suburb/State/Postcode linematter.user.addressLocalitytext
Key Dates(4)
Current datematter.currentDatedate
Matter opened datematter.fieldValues.matter_open_datedate
Limitation datematter.fieldValues.limitation_datedate
Next key datematter.fieldValues.next_key_datedate
Other Side(6)
Other side / opponent namematter.fieldValues.opponent_nametext
Other side's solicitormatter.fieldValues.opponent_solicitor_nametext
Other side's solicitor emailmatter.fieldValues.opponent_solicitor_emailemail
Other side's solicitor phonematter.fieldValues.opponent_solicitor_phonephone
Other side / opponent emailmatter.fieldValues.opponent_emailemail
Other side / opponent phonematter.fieldValues.opponent_phonephone
Court(4)
Court / tribunal namematter.fieldValues.court_nametext
Court file numbermatter.fieldValues.court_file_numbertext
Court datematter.fieldValues.court_datedate
Hearing typematter.fieldValues.hearing_typetext
Financials(5)
Estimated feesmatter.fieldValues.estimated_feescurrency
Costs agreement signedmatter.fieldValues.costs_agreement_signedboolean
Professional feesⓘmatter.fieldValues.professional_feescurrency
Disbursements estimatematter.fieldValues.disbursements_estimatecurrency
Total Disbursementsmatter.fieldValues.total_disbursementscurrency
You (the Operator)(1)
Operator signature (image)ⓘmatter.user.signatureimage