Welcome to the Essential Summaries

The Essential Summaries are easy-to-complete booklets designed to help you organise and manage some of the most important aspects of your life.

Medical information – it can be difficult to recall detailed medical information about treatment and medications from memory. The Essential Medical Summary creates a reference that can be taken to appointments, hospital and accessed in an emergency so that current and detailed information can be relayed to healthcare professionals.

Estate information – a companion document to your Will, the Essential Estate Summary enables you to prepare a roadmap to the complex detail of your estate and provide guidance to your executor that will assist them in finalising all the important aspects of your life, when the time comes.

The Essential Medical Summary

A comprehensive and guided approach to recording your detailed medical information, providing a reference that you can access as needed; for medical appointments, in emergencies, and to help your family should they need to assist with your care.

*Seniors Card discount available - check your local directory

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The Essential Estate Summary

A comprehensive and guided approach to leaving a detailed roadmap to your estate. Finalising an estate can be complex and time consuming. Assist your executor to navigate your affairs and honour your wishes + save time, money and heartache. Don't leave a mess, leave a legacy!

*Seniors Card discount available - check your local directory.

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The Essential Combo Pack

Essential Combo Packs contain copies of both the Essential Medical Summary and Essential Estate Summary. Available for Singles & Couples helping you stay organised and prepared.

*Seniors Card discount available - check your local directory.

Singles Pack Couples Pack