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 booklet. A companion document to your Will it is designed to provide your Executor with the detail they will need to navigate and finalise your 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 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.

The Essential Estate Summary is the ideal tool to help you prepare a guide to your affairs 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!

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Singles / Couples

Order your Singles or Couples pack of the Essential Estate Summary booklet

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SENIORS CARD Welcome - Check your local discount directory

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Business / Retail / Bulk

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

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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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