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The Essential Estate Summary is designed to help you record the details of your Estate to make things easier for your executor and family after you have gone.

Most people make at least one Will during their lifetime and often a family member is appointed as the Executor. 

Unfortunately, the Will provides little or no detail in respect to the assets, or other aspects of the estate that will need to wound up and finalised.  The executor will need to find this information out from printed records, bills, bank statements and possibly other family members.

A quality, 40 page, A4 booklet, your completed Essential Estate Summary will provide your executor a clear picture of:

  • What will need to be done, potentially highlighting those area where they may need assistance from your lawyer, accountant or financial advisor
  • Where important information can be found
  • An outline of the assets that will need to be secured, valued and sold
  • Services and organisations that will need to be advised of your death.

Importantly the Essential Estate Summary also enables you to provide further guidance in relation to:

  • Your funeral wishes
  • What should happen to your pets,
  • Who should be informed of your passing, and
  • Highlight the other important aspects of your life they will need to finalise.

Your executor will be thankful for your thoughtful guidance, particularly as some decisions (especially relating to your funeral) will need to be made quickly and at a time when they will still be grieving your loss.  It is also useful should your Power of Attorney need to be activated.

Provided in paper form, the Essential Estate Summary can be kept securely with your Will and other end-of-life documentation.  Together, these documents outline the details of your estate and your wishes in respect to its distribution.

Finalising an estate can be time consuming and stressful.  Take the opportunity to help your executor by providing the guidance that can save them time and heart ache.

Don't leave a mess - leave a legacy!

Order your copy of the Essential Estate Summary today!