Estate Planning

Last updated: January 2020

How To Plan Your Estate

Did you know that 7 out of 10 Australians put off estate planning just because they don’t know where to start?

We’re glad to say that it’s not that hard with simplyEstate’s online Estate Planning accounts. Being proactive will allow your family to make the best decisions for you and your estate should they need to step in. Find out how easy it is below.

What is Estate Planning?

a checklist to indicate that our users can make use of a number of checklists and tools

Wishes & Information

Capture and store all your wishes and important information safely online. Save your family from having to make difficult decisions and help them execute your wishes.

a signed and sealed page symbolising a last will & testament

Legal Documents

Create a Last Will & Testament to formalise who should take care of your estate and who will inherit. Be confident everything will be executed according to your wishes.

a person who is covered by life insurance and funeral insurance

Insurance

Make sure the nest egg for your children and later generations you worked so hard for isn’t eaten away by unforeseen costs when you pass away with the right insurance.

Estate Planning Accounts

Basic

Use simplyEstate’s tools to store your wishes, decisions and critical information in one place.

Capture:

  • Service Provider Details (for one-click simplyNotify Service)
  • Online Account Details
  • Representative Details
  • Health & Care Wishes
  • Organ Donation Wishes
  • Funeral Wishes
  • Authorised Contacts
  • Receive tailored Life Insurance quotes
  • Receive tailored Funeral Insurance quotes

Recommended

Essential

Use simplyEstate’s Will Instruction Tool to help you formalise your wishes.

All Basic Services

+

  • Last Will & Testament Instruction Tool (expedite the time with your lawyer by being ready and save up to $150 when drafting your Will)

Assisted

Use simplyEstate’s personalised assistance to help plan and administer your estate.

All Essential Services

+

  • Personalised Estate Planning & Administration assistance for you and your Family
  • One-click simplyNotify Service
  • simplyEstate Administration Tools & Checklists

Simply login to your account and start building your estate plan in your own time and comfort of your home. You can update your information whenever your circumstances change to make sure everything is up-to-date.

 

Should something happen to you, simplyEstate will provide login access to your Authorised Contacts after successfully completing our stringent verification process, so they can make sure you and your estate are looked after according to your wishes.

How simplyEstate Planning works