Planning for the future is an act of love and consideration for those you care about. A “My Wishes When I Pass Away” document allows you to clearly outline your preferences for your funeral arrangements. Many people document this information in their Will which is often too late as the Will is generally looked at after your funeral.

Key information about this document:

• It provides clear instructions to your family and friends, reducing confusion and stress during an emotional time and easing the burden on your loved ones.
• Ensures that your personal preferences for your funeral arrangements and other important decisions are respected. Where and who should know about it:
• Store the document in a safe but accessible place, such as a fireproof safe or a secure digital storage service.
• Make sure that your immediate family members, close friends, and any appointed executors or legal representatives know about the document and where to find it.
• Provide copies to your lawyer, financial adviser, and healthcare provider to ensure that all aspects of your wishes are covered and can be acted upon when needed.
• Review and update the document periodically to reflect any changes in your preferences or circumstances.

By taking the time to complete a “My Wishes When I Pass Away” document, you are providing a valuable gift to your loved ones – clarity, peace of mind, and the assurance that your wishes will be honored.

This information is of a general nature and is not intended as personalised financial advice. RIVAL Wealth is a Financial Advice Provider (FAP) licenced by the Financial Markets Authority to provide financial advice. Our disclosure document is located at rivalwealth.co.nz or a written copy is available on request