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. The best place to start.
The 7 conversations to have with the people you love, before you need them.
Start the convosSettling an estate right now? The working file for executors: decisions, contacts, letters and money, all in one place.
Get the CompanionThe 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. The Kit is added for you at checkout.
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.
You've given me a way of putting those experiences into easy to navigate and understand instructions for my family. You've done the heavy lifting.
I have seen binders on the market, but none have the depth of content that you have.
There is so much in it we had not thought about. It is invaluable.
A very comprehensive document. I particularly like the explanations as to why a particular action is important.
There are things in it I would never have thought of. It is extremely detailed.
A comprehensive, thorough, and professional book. I am looking forward to filling it out.
I really like the explanation at the beginning of each section, outlining what it is about and why. It sets the tone and purpose.
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