Make things easier for the people you love
myTrove Planner gives you a secure place for end of life planning — recording the information that will be needed to close down your Estate. You can update the information at any time and nominate who will get access to your Planner on your death. Meaning, the people you care about — your whānau included — are not left guessing later.
The Planner is coming soon. Contact us to register your interest and we will email you when the Planner is available.
Why plan ahead
When plans are unclear, grief can become harder
After a death, families are often left managing both grief and logistics at the same time — finding accounts, locating documents, understanding final wishes, contacting organisations, closing services, transferring assets, managing belongings and working out who needs to be told.
When those details aren't prepared, the process can become more stressful, more confusing and more emotionally heavy for the people left behind. myTrove Planner helps you reduce that burden before the time comes.
A secure space
A secure space to protect your legacy
Welcome to your myTrove Planner — a private, secure place to keep the information your loved ones may one day need. Record the information needed to efficiently close out your estate, all in one secure location.
Update it whenever things change — a new address, updated will, changed contact person or a new account. When the time comes, the right information can be made available to the right people.
Who it's for
For people who want to make the future simpler
myTrove Planner is for people thinking ahead who want to support a smoother transition for their family, friends, executor or other trusted people. It's not only for those facing immediate end-of-life decisions — it's for anyone who wants their important information organised before it's needed.
How it works
Setting up your planner takes just a few steps
Entering details
Enter the personal details.
Organisations list
Create a clear list of the organisations, accounts, services and providers connected to your life — banks, insurers, utilities, subscriptions, government services, memberships, advisors and others who may need to be contacted.
Uploading documents
Upload important documents in one secure place — your will, enduring powers of attorney, care plans, estate documents, policy documents, account records or other files that may help your family or executor.
Nominate a trusted person
Nominate a trusted person who will be granted access to your planner on your death; advise who the executor/s of your estate will be; and name the lawyer who will need to be informed of your passing.
A living document
Update your planner as life changes
Life doesn't stay still. Your will may change. Your address may change. You may open or close accounts, update insurance, buy or sell property, change executors, add new organisations or revise what you want to happen.
myTrove Planner is designed to be updated over time. Return whenever you need to, revise your details, add new information or upload new documents — so your planner stays current and useful.
Planned enhancements
Features we're planning to bring to your myTrove Planner.
Encryption
Your information is encrypted and only accessible when you sign in to your account.
Secure verification
Secure identity verification and multi-factor authentication protect your account.
Right people, right time
Your information will only be released to the right people at the right time.
Part of the myTrove platform
Connected to the myTrove notification process
The main myTrove notification service helps notify organisations after someone has died. myTrove Planner helps you prepare before that moment — recording the organisations, accounts, people, documents and wishes that may matter later. Together, they reduce the burden on families before and after a death.
Learn about death notificationsPrepare and record what matters
Notify organisations of a death
Questions & answers
Questions people often ask
A quick reference on how myTrove Planner works and keeps your information safe.
Be first to know when the Planner launches
The myTrove Planner is coming soon. Contact us to register your interest and we will email you when the Planner is available.