All Ends Tied Beneficiary Pack

Inside (about 11 pages, Word format):

- A first update letter and a request for contact details

- A plain-English information sheet explaining what an executor does, without making legal promises

- A progress update template you can reuse monthly

- A distribution record for each beneficiary

- A communication log

Most beneficiary frustration comes from silence. A short update every month or two, in the same format, costs little and builds a record that you acted openly. The pack pairs with the Workbook's Beneficiaries & Distributions tab but works on its own.

30-day money-back refund. Your rights under the Australian Consumer Law are not affected. Refund policy: https://allendstied.com/legal/refunds/

Record-keeping tools and general information, not legal, tax or financial advice. We are not a law firm.

Price is in Australian dollars. We are not registered for GST, so no GST is charged. Free updates to this product for 12 months from purchase, through the same download link. Sold to customers in Australia only.

Licence: you may use these files for one estate, make copies of your own completed file, and share them with the estate's executors, beneficiaries, solicitor and accountant. You may not resell, redistribute or publish the blank templates. Professionals who want to use the products with clients should ask us first at hello@allendstied.com.