The Essential Estate Summary

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The Essential Estate Summary

A comprehensive and guided approach to recording the details of your 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 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 and complexity. The Essential Estate Summary helps you leave a guide to your affairs so your executor is not left guessing and can honour your wishes. It is also an ideal tool for estate planning professionals seeking to assist their clients and add value to their services.

What does the Essential Estate Summary record?

Location of 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. Let your Executor know where they can find them.

Financial Information

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

Real estate and other assets

Record details relating to your primary residence, investment properties, vehicles and other significant assets or collectibles, so your Executor can locate and secure them as necessary.

Insurances

Record the details of insurance policies protecting you and your assets so your Executor can arrange refunds or maintain them until your assets are disposed of, or transferred.

Your digital life

Record your digital account details such as email, social media, subscriptions and streaming services.

Pet information

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

Funeral arrangements

An opportunity for you to record your thoughts/preferences on various aspects of your funeral - funeral plan particulars and persons you would like notified of your passing who may be unfamiliar to your family.

Why is recording this important?

Your Will doesn't tell the whole story. While your Will documents how your estate will be distributed, there are many other aspects of your life, not detailed in your Will, that your family will need to deal with after your death.
Your life is complicated and temporary. A rich life has many aspects that need to be finalised and you can't know when your time will be up, so best to be prepared
Your family won't be prepared for your death. And even less so to deal with the life admin you'll leave behind
It's an opportunity to provide your family with guidance. Your family will appreciate and benefit from the notes you leave, knowing that they are honouring your wishes.

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

How will your executor deal with...

Your funeral

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

Your finances

Will they know which institutions you deal with for your bank accounts, term deposits, pension, superannuation, share holdings and other investments?

Your 'life administration'

Our lives are complicated by all sorts of accounts and electronic devices. Will they be able to access your email, mobile phone, social media accounts, subscriptions and service provider contact information?

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

The Essential Estate Summary offers a simple guided format to collating your information to remove the guess work for your Executor. Once complete it 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