A complete, fill-in-the-blanks workbook for your accounts, passwords, wishes and final instructions, so the people you love aren't left guessing during the hardest week of their lives.
The bank accounts. The passwords. The life insurance policy nobody knew about. Your wishes for the funeral. If something happened tomorrow, they'd be searching through drawers and old mail while they're grieving, guessing at what you would have wanted. It doesn't have to be that way.
Worth every cent for the legal documents. A Will says who gets what. It doesn't usually record where the accounts sit, which policies exist, or which passwords open them. That part is on you.
The place to put everything your solicitor's documents don't capture, so your executor isn't left playing detective. Start tonight, finish over a few weeks.
The Estate Organiser is a record-keeping tool. It is not a Will and it is not legal or financial advice. It sits alongside the documents your solicitor prepares.
A full estate planning package from a solicitor is commonly quoted around $1,500 to $3,000+. Estimate for illustration only. Fees vary by state, by firm and by how complex your affairs are, so ask your own solicitor for a quote.
Every category is already laid out for you. You just fill in what applies, ten quiet minutes at a time.
Louise had already built her own version from a web template. Then she read this one.
“I am definitely going to move over to yours.”
You've given me a way of putting those experiences into easy to navigate and understand instructions for my family. You've done the heavy lifting.
It has exceeded my expectations by a country mile. Such a beautifully written document is priceless.
I have seen binders on the market, but none have the depth of content that you have.
There is so much in it we had not thought about. It is invaluable.
So thoughtfully written. You have really left no stone unturned.
I really like the explanation at the beginning of each section, outlining what it is about and why. It sets the tone and purpose.
Practical, with very helpful tips at the beginning of each section. A comprehensive guide to a sensitive but important life issue.
I used to work for lawyers, so Wills were a daily situation. I believe everyone with assets needs one.
Get the Organiser and work through it. If it isn't right for you, email hello@theestateorganiser.com.au within 30 days for a full refund. No questions asked. The only risk is leaving your family to guess.
30 days to change your mind.
Banking, superannuation, pensions, insurance, investments, property, debts, gathered in one place, so accounts are less likely to be overlooked.
Email, phone, computer, online banking, cloud storage, social media, the logins your family would otherwise have to work around.
Funeral preferences, organ donation, pets, personal items, messages to loved ones, decisions they shouldn't have to make while grieving.
No legal terminology, no assumed knowledge. Written for real people who want to protect their families, not solicitors drafting contracts.
Designed around super funds, Centrelink and how Australian estates actually work, not adapted from a foreign template.
It's a document you fill in on your own computer or print at home. Nothing lives in the cloud for anyone to breach. You're in control.
It's not a template. It's not a checklist. It's the complete fill-in document, built so nothing gets missed, no matter how simple or complex your life is.
Thorough enough to cover a whole life, and simple enough that you'll actually finish it. Do it once, update it once a year, and the hardest week of your family's life gets a lot easier.
Type straight into it on your computer and save. Update it whenever life changes. Thousands of fillable fields.
An ink-light version designed to print at home and fill in by hand, if that's more your style.
Each section as its own file, so you can print only the parts that apply to you.
Get the Estate Organiser and the Conversation Kit together. Normally $106, yours for $98. The Kit is added for you at checkout.
You've seen how hard it is to sort out an estate when nothing's written down, and you don't want that for the people you love.
You know you should get your affairs in order. You just haven't had a document that makes it feel doable. This one does.
You've been named to handle someone's estate and you want to know what a well-organised one actually looks like.
Instant download. Digital and printable. Australian edition.
Most people work through it over a few weeks, not a weekend, one section at a time, when you've got the energy. There's no rush, and you can save and come back any time.
Yes. It's a file you fill in on your own computer, or print and fill in by hand. Nothing is stored online or in anyone's cloud, so there's nothing to be breached. Where you keep it is entirely up to you.
No, and that's by design. The Estate Organiser is a place to record your information and wishes. It isn't a Will, and it doesn't replace your solicitor or accountant. It simply makes sure that when your family needs those professionals, they can find everything fast. Rules vary across Australian states and territories, so confirm the specifics with your own advisors.
Yes. It's about gathering your accounts, passwords, documents and wishes in one place, which matters everywhere. Where state-specific steps come up, it points you to the right professional rather than guessing for you.
Three files, delivered instantly: the digital fillable PDF, a printable edition, and the individual chapters so you can print just what you need. Updates are yours to keep.
30 days to change your mind.
A Day 1 to Month 12 roadmap, the common costly mistakes, and notification letters. Keep it for the day your family needs it.
Get the free toolkitPrefer to start smaller? The $27 Conversation Kit
"This is the document I wish my family had had. Now it's yours."
Will, Founder, The Estate Organiser
If you've been wanting to help a mum or dad get their affairs in order, but every attempt at the conversation goes nowhere, this is a gentler way in. You're not asking them to think about the end. You're handing them something practical they can start filling in that same afternoon.
The Organiser arrives as a fillable PDF with a print edition included. Print the whole book at home and give it to a parent who'd rather work with pen and paper. Better still, sit down and fill in the first pages together. It's one of the kindest practical gifts you can give, because what you're really giving is a family that isn't left guessing.
The book covers the paperwork. The Estate Conversation Kit covers the talks, seven short guided conversations for the things families put off, like where the Will is and who does what.
Give them together and you are handing over the conversation as well as the book.
One document. Done once, updated yearly. Quietly, it might be the kindest thing you ever leave behind.
Get The Estate Organiser, $79