Couples Pack - The ESSENTIAL ESTATE SUMMARY

2 x COPIES

The Essential Estate Summary is a companion document to your Will and Power of Attorney.  The vast majority of people make a Will during their lifetime, often appointing a family member as the Executor. 

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

The Essential Estate Summary is a quality 40 page booklet that provides a guided approach to preparing a ‘roadmap’ summary of the important details that make up your estate.  The completed Summary will give 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 to your Executor 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.

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.

Order your copy of the Essential Estate Summary today!

The booklet consists of a colour gloss cover with black & white interior of matt paper, suitable for writing, typeset in a larger font to assist older clients.

Pages are numbered ‘1 of 40’ etc, to provide additional security enabling easy identification if any pages have been removed.

Proudly designed and printed in Australia supporting local jobs. Printing is completed using Greenhouse Friendly Fresh Zero Carbon Neutral and FSC Mixed Source Paper and world's best practice ISO 14001 Environment Management Systems.