Estate Planning

Last updated: May 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.

 

Watch our video series to learn about Estate Planning:

Part 1: Why Plan Your Estate

Part 2: Information & Wishes

Part 3: Legal Documents

Part 4: Financial Planning

Part 5: How to Plan Your Estate (you are here)

What Makes a Complete Estate Plan?

a vault symbolising secure capturing critical information and wishes

Information & Wishes

Capture and store all your important information  and wishes 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.

wallet with cash symbolising the deceased estate value

Financial Planning

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 plan.

Estate Planning Accounts

Basic

Help your Family by

making your wishes known

Store your wishes, decisions and critical information in one place and help your family make the best decisions should they need to.

Save your Family 50 hours

& $500 – $2,000

Recommended

Essential

Protect your Family with

a fully organised estate

Formalise your wishes simply online with a simple Will and help your Executor distribute your estate as you wish to avoid disputes.

Save your Family 90 hours

& $2,000 – $15,000

Assisted

Personalised support for

complete peace of mind

Make use of our personalised assistance when creating your Estate Plan to make sure your estate and family are protected.

Save your Family 120 hours

& $4,000 – $20,000

How Our Accounts Work

Simply purchase an account that suits you 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

Email Links

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Download Checklist

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Please provide your details below to download: Estate Planning Checklist: 5 Areas You Can Prepare Now

We use your information to send you the Checklist, so you always have it on record, and to continuously improve our Checklists & Tools for our customers.

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