Designed for Australians, the Essential Estate Summary records the details of your estate, making it easier for your executor to navigate your affairs when you're gone. Piecing together the details of the estate was so time consuming and frustrating, not to mention the added complexity of gaining access to email and other online accounts. Your life can appear simple, but in reality it has a lot of
complexity built into it. Unfortunately, we weren't left any guidance, but we knew that was exactly what was needed. We have designed the Essential Estate Summary to be an easy to complete, comprehensive (40 page) document that compliments your Will and Power of Attorney. It can provide a guide to your executor and family as to the various assets you hold and the aspects of your life that will need to be wound up after your death. In its simplest form, it can help point your family in the right direction, rather than leaving them to sift through your records and work it out for themselves. From our own experience, your family won't need additional stress at a time when they are still grieving your loss. Leaving this type of document for them is an act of love. Our hope is that through this document we can help Australians make a difficult time for their families a little easier, save time and money on the estate administration work, and maximise the legacy left to them. Thanks for your time and interest, we hope you and your family can benefit from the Essential Estate Summary.
