Estate Readiness Workbook

Estate Readiness Workbook

Prepare Today. Protect Your Family Tomorrow.

Most families are left searching for documents, passwords, account details and important wishes during one of the most difficult times of their lives. The Estate Readiness Workbook is a practical step-by-step guide designed to help you organise your affairs, document your wishes, and ensure your loved ones have the information they need when it matters most.

This comprehensive workbook helps you gather and record essential information including:

✔ Personal and family details

✔ Asset and liability registers

✔ Bank accounts and investments

✔ Superannuation and insurance policies

✔ Property and vehicle information

✔ Digital accounts and online subscriptions

✔ Key professional contacts

✔ Funeral wishes and personal preferences

✔ Important document checklist

✔ Legacy messages and final instructions

Whether you're planning ahead for yourself, supporting ageing parents, or simply wanting greater peace of mind, this workbook provides a clear and structured way to get your affairs in order.

By completing this workbook, you'll reduce stress, minimise confusion, and give your family the confidence to act when the time comes.

Digital Download | Instant Access | Complete at Your Own Pace

Created by an experienced aged care and family support professional who understands the challenges families face when important information is missing.