Simple Estate Planning Checklists & Tools
Australia's most comprehensive Estate Planning Checklists & Tools
Download our comprehensive suite of Estate Planning Checklists & Tools to complement your last Will and testament to assist with successful family estate planning and save valuable time and money.
Protect your family and your Estate.
Checklists & Tools are in PDF, Excel and Word formats.
What We Offer
Starter
3 Checklists & Tools
$0
Get started for free
Free Downloads

Please provide your details to receive: All Free Checklists & Tools.
Essential
10 Checklists & Tools
$39 one-off
Save 99 hours or $450 in lawyer fees1
What You Receive
Starter
Simple Estate Planning Checklists
The simplyEstate Simple Estate Planning Checklist provides an overview of the most common areas covered during Estate Planning to complement your Last Will & Testament.
Free Downloads

Please provide your details to receive: All Free Checklists & Tools.
Preparing a Will Checklist
The simplyEstate Preparing a Will Checklist guides you through the most common areas and considerations for a Last Will & Testament. It allows you to capture all details to save time and money when meeting with a Wills & Estates Lawyer.
Free Downloads

Please provide your details to receive: All Free Checklists & Tools.
Valuables & Home Contents Inventory
The simplyEstate Valuables & Home Contents Inventory is a simple to use estate planning excel spreadsheet to capture all valuables, personal belongings and home contents with financial and sentimental value to help with family estate planning and identifying items to be gifted and bequeathed.
Free Downloads

Please provide your details to receive: All Free Checklists & Tools.
Essential
Assets & Liabilities Inventory
The simplyEstate Assets & Liabilities Inventory is a simple estate planning excel spreadsheet Testators can use to keep track of everything belonging to their Estate. Use this Estate Planning Tool to automatically determine what forms part of the Estate and calculate the estimated Estate value.
Health & Care Wishes
The simplyEstate Health & Care Wishes allows Testators to determine how they would like to be cared for and what health decisions their loved ones should make if they are no longer able to do so themselves. These types of decisions are difficult to make for loved ones and can cause misunderstandings. Note: this is not a legally binding Health Care Directive.
Service Providers Details
The simplyEstate Service Provider Details allows Testators to communicate all the service providers used to ensure their Executor can notify them, cancel or transfer accounts, stop payments and in some cases even request reimbursement of prepaid fees.
Download Now
Starter
3 Checklists & Tools
$0
Get started for free
- Simple Estate Planning Checklist
- Preparing a Will Checklist
- Valuables & Home Contents Inventory
Free Downloads

Please provide your details to receive: All Free Checklists & Tools.
Essential
10 Checklists & Tools
$39 one-off
- Simple Estate Planning Checklist
- Preparing a Will Checklist
- Valuables & Home Contents Inventory
- Assets & Liabilities Inventory
- Health & Care Wishes
- Organ Donation Wishes
- Funeral Wishes
- Online Accounts Summary
- Service Providers Details
- Important Contacts Directory
Things you should know
1Time saved is based on the estimated time required to research the information, develop the tools and maintain all records covered in these Checklists & Tools. Lawyer fees saved assumes an hour with a lawyer to explain administrative aspects covered in these Checklists and provide similar administrative Tools.
The Checklists & Tools on this page are not legal documents and do not constitute legal advice as per our Terms & Conditions.