Terms of use

Fees & services

Privacy policy

Copyright

Last updated: 01 January 2026

Terms of Use

1. About Willzee  

Willzee NZ Limited (“Willzee”, “we”, “our”, “us”) provides an online platform that helps individuals document their testamentary wishes and related estate information. Willzee is not a law firm and to this end, does not provide direct personalised legal advice. Our service simplifies document preparation and supports our partnerships with accredited estate lawyers to finalise, verify, and administer Wills. 

2. Acceptance of Terms 

By accessing or using the Willzee platform, you agree to these Terms of Use. If you do not agree, you must not use our services. 

3. Use of Services 

You agree to use Willzee only for lawful purposes and in accordance with these Terms. You are responsible for ensuring that the information you provide is accurate and complete. Willzee may suspend or restrict access if your use is unlawful or disruptive. 

4. Legal Status of Documents 

The Foundation Will created through Willzee is a legally recognised Will in New Zealand, once signed and witnessed in accordance with the Wills Act 2007. Willzee provides tools and guidance to assist you but cannot guarantee validity, especially when signing or witnessing guidance is not followed. 

5. Executors and Beneficiaries 

Where you nominate executors, beneficiaries, or other individuals, you confirm that you have consent to provide their personal information. Willzee may contact those individuals only for purposes directly related to your Will and in accordance with our Privacy Policy. 

6. Fees 

Creating and updating your Foundation Will through Willzee is currently free.

Where Willzee provides estate readiness, estate administration, or related services, fees may apply in accordance with Willzee’s Fees & Services, which are published on the Willzee website and apply separately.

7. Changes to Services  

Willzee may update its platform features, functionality, and these Terms of Use from time to time.

Changes to estate administration services or fees are governed by Willzee’s Fees & Services.

8. Limitation of Liability 

To the extent permitted by law, Willzee is not liable for loss arising from use of the platform, except where caused by Willzee’s proven negligence or breach of contract.

Willzee provides tools and guidance to assist with the preparation and management of documents, but you remain responsible for reviewing, executing, and storing your Will in accordance with New Zealand law.

To the maximum extent permitted by law, Willzee’s total liability to you or your estate, arising from or in connection with the platform or services, will not exceed the greater of NZ$500 or the total fees paid to Willzee for the relevant services.

9. Intellectual Property 

All content, design, and software within Willzee are the property of Willzee NZ Ltd. You retain ownership of your Will and any personal content you provide. 

10. Suspension or Termination 

Willzee may suspend or terminate access to the platform where there is a breach of these Terms, misuse of the platform, or where Willzee elects to discontinue the platform or a specific service.

You may request termination of your account or deletion of your data at any time by contacting support@willzee.com

The effects of suspension, termination, or account deletion on documents created through Willzee are governed by Willzee’s Fees & Services.

11. Governing Law 

These Terms are governed by the laws of New Zealand. 

Last updated: 01 January 2026

Fees & Services

1. Purpose of These Fees & Services

This section explains the services Willzee provides and the fees that may apply if Willzee supports the administration of an estate.

Creating and updating a Foundation Will through Willzee is currently free. Willzee will use best endeavours to keep this service free of charge, but this cannot be guaranteed indefinitely.

These Fees & Services apply only where Willzee provides estate readiness, administration, or related services. They apply separately from your Foundation Will and Willzee’s general Terms of Use.

2. Estate Readiness Services (During Your Lifetime)

Willzee provides ongoing services to help prepare your estate for efficient administration. These services may include:

  • Creation and maintenance of your Foundation Will and Schedules

  • Secure digital storage of Wills and Schedules

  • Version control and timestamping

  • Evidentiary record-keeping

  • Identity verification

  • Readiness support for probate and estate administration

These services are provided while your account remains active and form part of Willzee’s estate-readiness system.

3. Estate Administration Options

You may indicate a preferred estate administration option in your Foundation Will. This reflects your intention at the time the Will is signed.

The executor of your estate retains full legal authority and discretion to decide how the estate is administered at the time of death, including whether to engage Willzee or another provider.

4. Fees Where Willzee Supports Estate Administration

Where Willzee is engaged to support the administration of an estate, the fee payable (in today’s terms) is the greater of NZ$5,000 or 0.5% of the estate value, capped at NZ$30,000.

This fee is payable from the estate before distribution to beneficiaries.

For this purpose, estate value includes all assets requiring administration, regardless of how they pass, including by Will, survivorship, nomination, or intestacy.

5. Fees Where Another Provider Administers the Estate 

Where an estate is administered by another provider (whether nominated by the testator or appointed by the executor), a NZ$5,000 release fee is payable to Willzee.

This release fee reflects the platform, administration, and lifetime services provided by Willzee in connection with the preparation, maintenance, secure storage, version control, and readiness of estate documents. 

6. Transfer and Handover Costs (Additional) 

Where the administration of an estate is transferred to another provider, additional administrative costs may be incurred to prepare, verify, package, and securely hand over estate administration materials.

These costs are separate from the Willzee release fee and reflect the administrative effort required to support an orderly and compliant transfer. Any such costs will be calculated based on the work required and charged at Willzee’s then-current hourly rates, or as otherwise agreed with the executor.

Once transfer and handover are complete, Willzee has no further responsibility for the administration of the estate.

7. Scope of Estate Administration Services

Where Willzee supports estate administration, the standard administration fee covers routine and non-complex probate and estate administration steps reasonably required to obtain probate or letters of administration and to administer a straightforward estate.

This generally includes standard court filings, executor support, communication with the High Court, identification and collection of straightforward New Zealand–based assets, closure of financial accounts, and preparation of an administration summary.

Some matters are more complex and fall outside standard estate administration. These may include, for example, overseas assets or executors, disputes or contested estates, trust-related work, business or corporate assets, cross-border issues, insolvent estates, or any matter requiring material legal analysis or bespoke legal drafting.

Where a matter is complex or falls outside standard estate administration, additional services may be required and will be charged separately, typically on an hourly basis, through Willzee or its legal partners. Any such work will be discussed with and approved by the executor before it is undertaken.

8. Additional Services

Where additional administration or legal services are required and approved by the executor, these may be provided by Willzee or its legal partners and charged at NZ$350 per hour, whether services are delivered directly or through partners.

9. Payment & Collection of Fees

Where Willzee is engaged to support the administration of an estate, applicable fees will be paid from the estate prior to distribution to beneficiaries.

Where Willzee is not administering the estate, including where another provider is appointed or where services relate to the preparation, maintenance, release, or transfer of estate documents, Willzee may issue invoices for applicable fees.

Invoices may be issued to the testator (during their lifetime), the executor, or another estate administration provider, depending on the nature of the services provided and who has requested or benefited from those services.

Willzee may require payment of invoiced fees before releasing documents, transferring materials, or completing requested services, to the extent permitted by law. All invoices are payable within a reasonable period specified on the invoice.

10. Annual Fee Adjustments

Unless otherwise advised, fees and hourly rates are reviewed and adjusted annually as at 31 January, to align with changes in the Consumers Price Index (CPI), All Groups, New Zealand, as published by Statistics NZ.

If the CPI is discontinued or materially altered, Willzee may adopt a comparable index or benchmark.

11. Changes to Fees & Services

Willzee may update these Fees & Services from time to time.

Where changes would materially affect the fees or services applicable to an existing Will, Willzee will provide at least 30 days’ notice before updated terms or pricing take effect.

Changes apply prospectively only and will not apply retrospectively unless required by law or expressly agreed. The latest version will always be available at https://www.willzee.com/legals#feesandservices

12. Insolvent or Underfunded Estates 

If an estate is insolvent or does not have sufficient liquid assets to meet administration costs, Willzee may:

  • Request information to assess solvency

  • Pause services until funding arrangements are confirmed

  • Decline to commence or continue services

Where estate funds are insufficient, the person instructing Willzee (including an executor) may become personally responsible for unrecoverable fees.

13. Tax

All fees may be subject to New Zealand Goods and Services Tax (GST) at the applicable rate

14. Governing Law

These Fees & Services are governed by the laws of New Zealand.

Fees & Services

1. Purpose of These Fees & Services

This section explains the services Willzee provides and the fees that may apply if Willzee supports the administration of an estate.

Creating and updating a Foundation Will through Willzee is currently free. Willzee will use best endeavours to keep this service free of charge, but this cannot be guaranteed indefinitely.

These Fees & Services apply only where Willzee provides estate readiness, administration, or related services. They apply separately from your Foundation Will and Willzee’s general Terms of Use.

2. Estate Readiness Services (During Your Lifetime)

Willzee provides ongoing services to help prepare your estate for efficient administration. These services may include:

  • Creation and maintenance of your Foundation Will and Schedules

  • Secure digital storage of Wills and Schedules

  • Version control and timestamping

  • Evidentiary record-keeping

  • Identity verification

  • Readiness support for probate and estate administration

These services are provided while your account remains active and form part of Willzee’s estate-readiness system.

3. Estate Administration Options

You may indicate a preferred estate administration option in your Foundation Will. This reflects your intention at the time the Will is signed.

The executor of your estate retains full legal authority and discretion to decide how the estate is administered at the time of death, including whether to engage Willzee or another provider.

4. Fees Where Willzee Supports Estate Administration

Where Willzee is engaged to support the administration of an estate, the fee payable (in today’s terms) is the greater of NZ$5,000 or 0.5% of the estate value, capped at NZ$30,000.

This fee is payable from the estate before distribution to beneficiaries.

For this purpose, estate value includes all assets requiring administration, regardless of how they pass, including by Will, survivorship, nomination, or intestacy.

5. Fees Where Another Provider Administers the Estate 

Where an estate is administered by another provider (whether nominated by the testator or appointed by the executor), a NZ$5,000 release fee is payable to Willzee.

This release fee reflects the platform, administration, and lifetime services provided by Willzee in connection with the preparation, maintenance, secure storage, version control, and readiness of estate documents. 

6. Transfer and Handover Costs (Additional) 

Where the administration of an estate is transferred to another provider, additional administrative costs may be incurred to prepare, verify, package, and securely hand over estate administration materials.

These costs are separate from the Willzee release fee and reflect the administrative effort required to support an orderly and compliant transfer. Any such costs will be calculated based on the work required and charged at Willzee’s then-current hourly rates, or as otherwise agreed with the executor.

Once transfer and handover are complete, Willzee has no further responsibility for the administration of the estate.

7. Scope of Estate Administration Services

Where Willzee supports estate administration, the standard administration fee covers routine and non-complex probate and estate administration steps reasonably required to obtain probate or letters of administration and to administer a straightforward estate.

This generally includes standard court filings, executor support, communication with the High Court, identification and collection of straightforward New Zealand–based assets, closure of financial accounts, and preparation of an administration summary.

Some matters are more complex and fall outside standard estate administration. These may include, for example, overseas assets or executors, disputes or contested estates, trust-related work, business or corporate assets, cross-border issues, insolvent estates, or any matter requiring material legal analysis or bespoke legal drafting.

Where a matter is complex or falls outside standard estate administration, additional services may be required and will be charged separately, typically on an hourly basis, through Willzee or its legal partners. Any such work will be discussed with and approved by the executor before it is undertaken.

8. Additional Services

Where additional administration or legal services are required and approved by the executor, these may be provided by Willzee or its legal partners and charged at NZ$350 per hour, whether services are delivered directly or through partners.

9. Payment & Collection of Fees

Where Willzee is engaged to support the administration of an estate, applicable fees will be paid from the estate prior to distribution to beneficiaries.

Where Willzee is not administering the estate, including where another provider is appointed or where services relate to the preparation, maintenance, release, or transfer of estate documents, Willzee may issue invoices for applicable fees.

Invoices may be issued to the testator (during their lifetime), the executor, or another estate administration provider, depending on the nature of the services provided and who has requested or benefited from those services.

Willzee may require payment of invoiced fees before releasing documents, transferring materials, or completing requested services, to the extent permitted by law. All invoices are payable within a reasonable period specified on the invoice.

10. Annual Fee Adjustments

Unless otherwise advised, fees and hourly rates are reviewed and adjusted annually as at 31 January, to align with changes in the Consumers Price Index (CPI), All Groups, New Zealand, as published by Statistics NZ (Stats NZ).

If the CPI is discontinued or materially altered, Willzee may adopt a comparable index or benchmark.

11. Changes to Fees & Services

Willzee may update these Fees & Services from time to time.

Where changes would materially affect the fees or services applicable to an existing Will, Willzee will provide at least 30 days’ notice before updated terms or pricing take effect.

Changes apply prospectively only and will not apply retrospectively unless required by law or expressly agreed. The latest version will always be available at https://www.willzee.com/legals#feesandservices

12. Insolvent or Underfunded Estates 

If an estate is insolvent or does not have sufficient liquid assets to meet administration costs, Willzee may:

  • Request information to assess solvency

  • Pause services until funding arrangements are confirmed

  • Decline to commence or continue services

Where estate funds are insufficient, the person instructing Willzee (including an executor) may become personally responsible for unrecoverable fees.

13. Tax

All fees may be subject to New Zealand Goods and Services Tax (GST) at the applicable rate

14. Governing Law

These Fees & Services are governed by the laws of New Zealand.

Privacy Policy 

1. Our Commitment 

Willzee respects your privacy and protects your personal information in line with the New Zealand Privacy Act 2020 and recognised international best practice. 

2. What We Collect 

We collect information that you provide when using Willzee — such as your name, contact details, nominated executor(s), beneficiaries, and the content of your Will or related schedules. We also collect limited technical data (e.g., device type, IP address) to improve security and performance. 

3. How We Use Your Information 

  • To create and store your Will and related documents 

  • To communicate with you about your account or services 

  • To verify identity where required 

  • To notify executors, beneficiaries, or witnesses when you have authorised us to do so

  • To improve our services and comply with legal obligations.

4. Storage and Security 

We store your information using secure, trusted cloud service providers that meet recognised international security standards and comply with New Zealand privacy law. Depending on the services used, data may be processed or stored in different regions.

All data is encrypted when it is sent and when it is stored, and access is restricted to authorised systems and people only.

We regularly review and update our security measures to ensure your information remains protected as our service evolves.

5. Sharing Your Information 

We only share your information where it is necessary to provide the services you have requested. This may include sharing with:

  • Our accredited legal partners, who assist with carrying out your wishes and administering your estate

  • Technology providers who host or support our platform, under strict confidentiality and security obligations

  • Executors, beneficiaries, or other parties you choose to nominate for sharing or verification purpose

    We never sell personal information

    We may use de-identified, aggregated data that cannot reasonably be traced back to you, for purposes of improving our service, supporting public education, or share general insights about estate planning trends.

6. Retention and Deletion 

We retain your personal information for as long as your account or estate record remains active, or for as long as required to meet legal or regulatory obligations.

You may request deletion of your information where it is no longer required, subject to any legal retention requirements.

7. Your Rights 

You may request access to or correction of your personal information at any time by contacting privacy@willzee.com 

8. Data Breach Notification 

In the unlikely event of a breach, we will notify affected users and the Office of the Privacy Commissioner as required by law. 

9. Updates 

This policy may be updated from time to time. The latest version will always be available at https://www.willzee.com/legals#privacy

10. Governing Law 

This Policy is governed by the laws of New Zealand. 

Willzee gives you more than just a Will. We make it easier to plan, update, and share your wishes, all in one secure place.

Whether you’re starting fresh or keeping things current, our service grows with you, helping ensure the right people know what matters, when it matters most.

Start with a Foundation Will, then add more when you're ready. No pressure, no jargon, just peace of mind.

Navigation

Home

About

Willzee

FAQs

Resources

Contact

Get in touch

Auckland, New Zealand

hello@willzee.com

Copyright © Willzee NZ Limited. All rights reserved.

Terms of use

Fees & services

Privacy policy

Copyright

Willzee gives you more than just a Will. We make it easier to plan, update, and share your wishes, all in one secure place.

Whether you’re starting fresh or keeping things current, our service grows with you, helping ensure the right people know what matters, when it matters most.

Start with a Foundation Will, then add more when you're ready. No pressure, no jargon, just peace of mind.

Navigation

Home

About

Willzee

FAQs

Resources

Contact

Get in touch

Auckland, New Zealand

hello@willzee.com

Copyright © Willzee NZ Limited. All rights reserved.

Terms of use

Fees & services

Privacy policy

Copyright

Willzee gives you more than just a Will. We make it easier to plan, update, and share your wishes, all in one secure place.

Whether you’re starting fresh or keeping things current, our service grows with you, helping ensure the right people know what matters, when it matters most.

Start with a Foundation Will, then add more when you're ready. No pressure, no jargon, just peace of mind.

Navigation

Home

About

Willzee

FAQs

Resources

Contact

Get in touch

Auckland, New Zealand

hello@willzee.com

Copyright © Willzee NZ Limited. All rights reserved.

Terms of use

Fees & services

Privacy policy

Copyright