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The Essential Estate Summary

Transform the task of managing your estate for your executor/family.

  • The essential companion document to your Will, Power of Attorney & Advance Care Directive
  • Records the important information your Executor will need to manage your estate
  • A4, 40 page booklet that can be kept securely with your Will and other end-of-life documents
  • Designed in Australia for Australians - thousands of copies sold and in use
  • Save your family unneccessary stress and help them honour your wishes
  • Low cost / Simple to complete / Highly valuable for your Executor.

What does the Essential Estate Summary record?

Location of documents

Let your executor know where they can find your important documents - Record the locations of your key documents and how to access them. Some could be stored in your home, with your lawyer, or in a safe deposit box.

Financial Information

Enable your Executor to start the process of accessing funds to meet your immedicate bills which will continue to fall due - Record the details of your bank accounts, investments, pensions, tax information, along with your key advisors - accountant, lawyer, financial or investment advisor.

Real estate and other assets

Help your Executor locate and secure your assets - Record details relating to your primary residence, investment properties, vehicles and other significant assets or collectibles.

Insurances

Assist your Executor manage your insurances (claim, arrange premium refunds or renew policies) until your assets are disposed of, or transferred - Record the details of insurance policies protecting you and your assets.

Your digital life

Leave guidance on the management of your digital account such as email, social media and the details of subscriptions and streaming services so these can be cancelled.

Pet information

Record key details relating to your pets for the benefit of whoever will be responsible for the continuity of their care.

Funeral arrangements

Leave your Executor a record of your thoughts and preferences on various aspects of your funeral - funeral plan particulars and persons you would like notified of your passing (some of these people may not be known to your family).

Why is recording the details of my estate important?

Your Will documents how your estate will be distributed, but it doesn't detail the important aspects of your life that your family will need to deal with after your death. And if you are incapacitated it supports the activation of your Power of Attorney.

Leaving a comprehensive record of your estate is important for the following reasons:

  • Your life admin is complex - think bank accounts, investments, superannuation, pensions, other assets, insurances, etc.
  • Enables you to provide guidance to your family
  • Reassures them they are honouring your wishes
  • Removes any doubt about your intentions
  • Relieves stress and anxiety for your Executor, and
  • If they need help from a lawyer, the information you leave will help speed the process and save money.

Help your executor deal with...

Your continued care

In the event of accident or illness where your Power of Attorney is activated, your family will need access to important financial information to support your ongoing care.

Your funeral

There are a lot of decisions relating to your funeral that your family will need to make quickly, even if you have arranged a pre-paid funeral. Will they be prepared for this?

Your finances

Help your executor manage your money and investments by detailing the institutions you deal with for your bank accounts, term deposits, pension, superannuation, share holdings and other investments, saving them the run around.

Your 'life administration'

Your life is complicated by all sorts of accounts and electronic devices. Leave details that enable your executor to access and deal with your email, mobile phone, social media accounts, subscriptions and service providers.

As an Executor, dealing with all these things at once, on top of your own life and whilst dealing with grief - it can feel overwhelming.

Do your family a favour - be prepared, leave them an Essential Estate Summary.

Man completing an Essential Estate Summary with another copy on a gray surface

Don't leave a mess - Leave a legacy!

Finalising an Estate can be time consuming and stressful. Take the opportunity to help your Executor by planning ahead. Complete an Essential Estate Summary and provide the guidance that can save them time and heartache.

Order your copy today!

Frequently Asked Questions

Where should I store my Essential Estate Summary?

As soon as you start to complete your Essential Estate Summary it will contain very sensitive and personal information.

We strongly suggest that you store it with your Will, Power of Attorney and other important estate planning documentation. This may be with your accountant, lawyer, financial planner or similar professional.

If you do not wish to store the Summary with any of these people, we strongly suggest that you store the Summary in a secure location such as a safe etc...

Should I return the completed document to Australian Business Publishing?

You should never return the document to Australian Business Publishing.

As soon as you start to complete your Essential Estate Summary it will contain very sensitive and personal information.

We strongly suggest that you store it with your Will, Power of Attorney and other important estate planning documentation. This may be with your accountant, lawyer, financial planner or similar professional.

If you do not wish to store the Summary with any of these people, we strongly suggest that you store the Summary in a secure location such as a safe etc...

How is the Essential Estate Summary shipped?

For our single / couple customers, copies of the book are shipped in a cardboard mailing sleeve. We do not track these packages due to the high cost involved.

Bulk copies are either shipped to clients in a small or large cardboard box dependent on the order size. Bulk orders are tracked and tracking information provided.

Once all items are shipped, we provide shipping confirmation via email.

Please refer to our Shipping page located via the menu at the top of our website for further information.

I am a retailer - can I purchase copies to sell?

Retailers may purchase copies of the Essential Estate Summary and the Essential Medical Summary to sell to their customers.

The books are suitable for newsagents, postal offices and other retail outlets that provide similar products for their customers.

Please visit our Home page and click on the 'Bulk / Business / Retail' button
and you will be directed to the bulk purchase products.

For further queries, please don't hesitate to contact us on info@australianbusinesspublishing.com.au

The Essential Estate Summary

Testimonials

  • 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 am gone.

    Jo - Consultant - WA

  • "A must-have companion for anyone executing a will."

    Paul - Chartered Accountant - WA

    “I love the Essential Estate Summary and so
    do my clients”

    C - Solicitor - NSW



  • "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 book 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

  • "I found the Essential Estate Summary excellent. My wife and I went through our files and 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