Estate Planning
Last updated: May 2020
Estate Planning Service Upgrade
It’s comforting to know that your family is well looked after should anything happen to you.
If you have used simplyEstate Planning and found you could do a bit more to make sure your Family is in the best possible position should anything happen to you, upgrade your account below.
Estate Planning Accounts
Basic
Special Price
$49
now + $12 annual fee
Usually $69 + $24 annual fee
Help your Family by
making your wishes known
Use simplyEstate’s Account to store wishes, decisions and critical information in one place.
Invest only 2 hours
Save your Family 50 hours
& $500 – $2,0001
Capture:
- Service Provider Details (for one-click simplyNotify2 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
Special Price
$99
now + $12 annual fee
Usually $139 + $24 annual fee
Protect your Family with
a fully organised estate
Use simplyEstate’s Simple Will Builder to help you formalise your wishes.
Invest only 2 x 2 hours
Save your Family 90 hours
& $2,000 – $15,0001
All Basic Services
+
- Simple Will Builder – Save up to $5003 by creating a valid Will online that is reviewed by a Lawyer.
Check if this product is suitable for you.4
Assisted
Special Price
$199
now + $12 annual fee
Usually $299 + $24 annual fee
Personalised support for
complete peace of mind
Use simplyEstate’s personalised assistance to help create your complete Estate Plan.
Invest only 2 x 2 hours
Save your Family 120 hours
& $4,000 – $20,0001
All Essential Services
+
- Personalised Estate Planning assistance5
- When administering your estate, your family can use complimentary:
- One-click simplyNotify Service
- simplyEstate Administration Checklists & Tools
Service Explanations
simplyNotify allows your Family or Personal Representative to inform all your nominated service providers about your death and request immediate cancellation of all services to save money with a single click.
Simple Will Builder is offered by simplyEstate, Wills are generated using EstatesPlus and are reviewed by a lawyer (check exclusions below).4
simplyEstate Administration Checklists & Tools allows your Family or Personal Representative to administer your estate more efficiently.
Our Promise
If you are not entirely happy with our Estate Planning Service, we will refund you in full if cancelled within the first 30 days.
Refer to our Terms & Condition here.
Things you should know
1Stated savings are estimates only and depend if the estate administration will be undertaken by your family or a professional. The stated financial savings are made up of professional services fees including but not limited to legal, executor and accounting services, bill payments that would no longer be required but were not cancelled in time, late fees, dispute litigation and exclude any insurance policy payouts including but not limited to life and funeral insurances.
2simplyNotify is a tool provided by simplyEstate as part of the Estate Administration service offering. The notification service relies on the Estate Planning Member having captured all their service providers to allow their family or personal representative to issue notice of death to all with one click and request immediate termination of services to save money. This service is separately sold to Estate Administration Members and is not included in the Basic and Essential Estate Planning Services as outlined on this page. This service is included in the Assisted Estate Planning Service as outlined on this page.
3Estimated savings of $500 is based on estimated average costs of a comparable simple Will. The creation of a simple Will using our website does not constitute legal advice or tax advice. Superannuation is managed directly with your superannuation fund and not this simple Will.
4This Will Builder is offered by simplyEstate, Simple Wills are generated by EstatesPlus and are reviewed by a lawyer. This Simple Will Builder is not suitable to you if any of the following apply to you and you should seek independent legal advice:
- If you don’t reside in Australia;
- If you don’t own all your assets exclusively in Australia;
- If you intend to exclude any child or spouse from will;
- If you have any form of trust (including family trust) and are a business owner or own a large part of a private company;
- If you intend to pay your superannuation death benefit payment to the estate;
- If you have a disabled child that doesn’t have the ability to manage their own money; or
- If you have a beneficiary who has a drug or gambling problem (e.g. you don’t trust their capability of managing their money).
5Complimentary Estate Planning Support by simplyEstate as part of the Essential Estate Planning Service as outlined on this page is restricted to two hours. Additional hours can be purchased separately as required. simplyEstate will be able to support an Estate Planning Member by providing an overview of the account, help capturing information or assisting with decision making where required.
Refer to our full Terms & Conditions here.
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