Welcome to the Essential Estate Summary

A comprehensive and guided approach to recording the details of an Estate. 

The Essential Estate Summary is an 'easy to complete' estate planning book providing an Executor with the detail they will need to navigate and finalise an Estate. 

All too often Executors are left with random hand written notes or are reliant on the recollections of family members in trying to piece together the complex details of what comprises an Estate.  This can be an enormous amount of work and stress on top of their already busy life, and at a time when they may still be
grieving themselves.

The Essential Estate Summary is ideal for individuals wishing to help their executor when the time comes, and also for estate planning professionals seeking to assist their clients and add value to their services.

Don't leave a mess - leave a legacy!

Singles / Couples

If you are an individual or couple wishing to order the Essential Estate Summary estate planning book, please click below - the button will take you to the information and ordering page...

Singles / Couples

Business / Retail / Bulk

If you are an estate planning professional or retail outlet wishing to order 'bulk' units of the Essential Estate Summary estate planning book, please click below to view our range.

Bulk / Business / Retail

What People Are Saying...

  • For years, I used to think “I really should find a way to record all those life details in my head”. I eventually created a dodgy spreadsheet with a few important usernames and passwords, and that’s as far as I got. 

    Then I discovered the Essential Estate Summary, which provided a more comprehensive way to record all the stuff my family would need to understand my life matrix and dismantle my digital profile. It is tucked away with my Will where no one will find it till after I’m gone.

    Jo - Consultant - WA

  • “ A must-have companion for anyone executing a Will”

    Paul - Chartered Accountant, WA

  • "I found the Essential Estate Summary excellent. My wife and I went through our files & records and recorded all of the important information in the Summary. It is now held by our solicitor with our wills and other valuable documents"

    Greg - Justice of the Peace - SA

  • "I have just opened my law practice, after working for a couple of years with other law firms, and a previous life-time (over 40 years) in sole practice and partnership.  Having read the Essential Estate Summary, I could immediately see the benefit of your booklet to a sole practitioner like myself and to my clients, and really any other type of legal practice and their clients.  You have clearly gone to a great deal of effort, research, consultation and commitment to produce this document.  

    I wish you the best in marketing this excellent product.”

    Chris - Wills & Estate Lawyer - SA

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