The Essential Estate Summary

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The Essential Estate Summary

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

A companion document to your Will, the Essential Estate Summary is designed to help you collate the important information your Executor 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 enourmous amount of work and stress on top of their already busy life, and at a time when they may still be grieving.

Save your family unnecessary stress at an already difficult time. Leave a road map to your affairs so your executor can efficiently and effectively manage your estate and honour your wishes.

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 this important?

Most people make at least one Will during their lifetime and often they choose to appoint a family member as their Executor.

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.

A rich life has many elements that need to be finalised. These can be complex, both administratively and emotionally. Providing information and guidance can simplify this for your executor and provide reassurance that they are honouring your wishes.

Your family won't be prepared for your death. And even less so to deal with the life admin that you'll leave behind.

Completing an Essential Estate Summary is an opportunity to provide your family with guidance and remove any doubt about your intentions. Your family will appreciate and benefit from the notes you leave, which will relieve stress and help simplify the estate administration task.

And if your family choose to seek the help of a lawyer in completing the estate administration, the information in your Essential Estate Summary should help speed the process and save on 'time-based' lawyer fees.

Help your executor deal with...

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.

Having a completed Essential Estate Summary removes the guess work for your Executor, provides direction and reduces stress and worry. Your Essential Estate Summary can be stored securely with your Will and other end-of-life documents, so the information is safe, but readily available when needed.

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