Welcome to Footprint’s Will Package subscription. By signing up to Footprint’s Will Package subscription, Footprint New Zealand Limited (“Footprint”) has agreed to provide you the following services (“Services”). The Services are provided subject to the terms and conditions set out below. By using these Services, you are agreeing to be bound by these Terms of Service. These terms apply from when first full payment of the Footprint Will Package subscription is received (“the Commencement Date”).
Your Footprint subscription entitles you to:
Footprint partner with Perpetual Guardian to provide estate administration services, the Footprint estate administration package includes the following services:
Footprint charges an annual subscription fee (“Footprint Fee”) for the Services which is payable in advance.
The Footprint Fee must be paid by credit card. We will notify you when your subscription is due for renewal.
The Footprint Fee will continue to be charged until your estate is settled. As the final subscription fee may occur after your passing the final fee will be, prorated to the nearest month and will be applied against your estate.
Footprint fees are subject to change as deemed appropriate to keep in alignment with economic and business variations. Any fee changes will be communicated a minimum of one month prior to taking affect and will not be applied until the end of the subscription term already in place.
If you pass away in the first 5 years of your subscription, and have name Perpetual Guardian as your executor (or are using the executor support service), following your death, your estate will be charged a one-off estate administration fee of $5,000. This is only payable when the subscription has been held in force for less than 5 years.
If you (“Partner Employee”) enter into these Terms of Service in connection with an agreement between us and your employer (“Partner Employer”) in relation to Footprint's Will Package subscription (“Footprint Connect Partner Agreement”) you will not be required to pay any charges for the Will Package specified in that Footprint Connect Partner Agreement during the period that you continue to be employed by a Partner Employer or for as long as agreed upon with your employer.
We will notify you as soon as reasonably practicable in the event that we become aware that your employer ceases to be a Partner Employer or that you are no longer a Partner Employee and will provide you with the option to either:
If you are a Partner Employee and you subscribe to a Footprint Will Package that is not covered by your Partner Employer's Footprint Connect Partner Agreement, you will be charged for the additional fees not covered by your Partner Employer in accordance with the terms set out in these Terms of Service.
Where Perpetual Guardian is not named as executor in your Will, Perpetual Guardian is able to assist your executor by preparing documents and providing guidance and advice. Perpetual Guardian’s assistance will exclude completing any transmission(s), transfers or sale of property as Perpetual Guardian is prohibited from undertaking certain tasks with respect to an estate where Perpetual Guardian has not be appointed as executor.
If your executor does not request Perpetual Guardian’s executor support, your estate will not be issued any refund of any subscription fees paid to Footprint and your estate may be liable for fees, costs and disbursements incurred by your executor.
Footprint reserves the right to decline your subscription.
Where the estate is “complex” Perpetual Guardian as the Executor will charge fees on its usual time and cost basis, for services provided specifically to deal with those aspects of your estate which make it “complex”. In such circumstances, Perpetual Guardian will levy its fees against your estate directly. A complex estate is defined as administering (“Complex”):
Costs and disbursements incurred by Perpetual Guardian in undertaking estate administration including but not limited to court fees, bank charges and third party professional advisers fees (including but not limited to legal, tax, accounting whether these are provided by third parties or by Perpetual Guardian);
If you are bringing your existing Will to Footprint you acknowledge that the above exclusions apply to the administration of your estate. If your Will includes any of the above exclusions these will be charged from your estate on a time and cost basis.
BYO customers subscribing to any package that includes estate administration hold full responsibility for ensuring that their existing Will identifies Perpetual Guardian as executors. The onus is not on Footprint to check, identify, change or recommend the existing executorship situation. In the event a BYO customer has not selected Perpetual Guardian as executors at the time the estate administration service is required, the existing executor may handover their executorship to Perpetual Guardian. Any time and costs associated with the handover will be covered by the associated estate as this sits outside the terms of service.
The estate administration package can only be redeemed if a valid and signed Will is in place at the time of death. The onus is on the subscriber to ensure their Will is valid, signed and kept updated to account for their current circumstances.
Footprint’s Standard Terms and Conditions are subject to change from time to time and will always post the most current version on our website. If a revision meaningfully reduces your rights, we will notify you. It is the responsibility of the subscription holder to keep Footprint updated with current contact details.
You may cancel your subscription to the Footprint Service at any time by providing us written notice. You will need to email us at email@example.com to cancel. Upon cancellation, you will not be issued a refund for any remaining months of your annual subscription. You will however retain access to all your Footprint services and benefits until the expiry of your subscription.
If you choose to cancel your subscription part the way through year one no refunds are provided. You do however still have full access to all products and services included in your subscription fee until the end of the year.
If your subscription payment falls in arrears, Footprint will contact you by email to obtain payment within 28 days. If payment is received during this period, you will continue to enjoy use of all Footprint services. In the event that the full payment is not received during this period, you will no longer be eligible for any Footprint services and Footprint is under no obligation to renew your subscription.
Footprint may terminate its services in its entirety. If Footprint exercises this right, it will continue to offer you services until the end of your current subscription term.
If your subscription is cancelled or is not current or in arrears at the date of your death, Perpetual Guardian or any other provider will not be under any obligation to arrange the provision of estate administration services. Footprint will not be responsible for the costs of any estate administration. In such circumstances, your estate will be charged for any estate administration services conducted by Perpetual Guardian in accordance with their standard terms which can be found on their website, unless otherwise agreed in writing.
Once we receive notification of cancellation or non-payment of your subscription fees you will have one month to remove all your personal files and content before your access is removed.
Footprint is not a statutory Trustee Company and will not be providing estate administration or executorship services. Footprint uses Perpetual Guardian, a statutory trustee company regulated by the Trustee Companies Act 1967 as the provider of executorship and estate administration services to Footprint’s customers.
Footprint is not an insurance product and is not a pre-payment product. Should you terminate your subscription with Footprint, you will not be entitled to a refund of any kind.
In addition to the requirements noted above, if you are a Partner Employee, you consent, for the duration of your employment with that Partner Employer during the term of their Footprint Connect Partner Agreement, to:
In each case solely for the purpose of confirming that you are a Partner Employee of that Partner Employer.
By becoming a Footprint subscriber, you agree not to misuse the Vault or help anyone else to do so. For example, you must not do any of the following in connection with the Vault: