Last updated: March 2022

5. How To Plan Your Estate

Did you know that 7 out of 10 Australians put off family 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 Estate Planning Checklists & Tools. 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.

How Our Checklists & Tools Work

a picture of an estate planning excel spreadsheet to capture assets and liabilities belonging to an estate

Simply download our suite of Estate Planning Checklists & Tools 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, your Attorney, Guardian or Executor can follow your wishes as much as possible when making decisions about your health, care and estate. This will save much time, grief and reduce possible conflict between family members if your wishes and decisions are clear, knowing what you would have wanted. Allow us to help make sure you and your estate are looked after according to your wishes.