Bank accounts. Passwords. Wishes. Super funds you forgot you had. One place, before it is needed.
Take the free 2-minute Estate CheckStart free, or go straight to the tool you need.
A Day 1 to Month 12 roadmap, the common mistakes to avoid, notification letters and a tracker.
Get the free toolkitThe 7 conversations to have with the people you love, before you need them.
Start the conversationsThe complete place to record what your executor needs. Accounts, wishes, contacts.
Get the organiserWalk through the organiser with me, chapter by chapter, so nothing is missed.
Join the courseThe Estate Organiser plus the Conversation Kit. Normally $106 bought separately, yours for $98.
I am not a lawyer or a financial planner. I watched two families try to sort out an estate and saw how hard it is when nothing is written down. So I built what I wished they had: one place, plain language, no jargon, done quietly before it is needed.
A Day 1 to Month 12 roadmap, the common costly mistakes, notification letters and an expense tracker. Free and instant.
Send me the toolkitEducational content only. Not legal, financial or tax advice. Estate laws vary across Australian states and territories. Always consult a qualified professional.
It has exceeded my expectations by a country mile. Such a beautifully written document is priceless.
I really like the explanation at the beginning of each section, outlining what it is about and why. It sets the tone and purpose.
There are things in it I would never have thought of. It is extremely detailed.
A very comprehensive document. I particularly like the explanations as to why a particular action is important.
So thoughtfully written. I believe it could really help a lot of people.
A comprehensive, thorough, and professional book. I am looking forward to filling it out.
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