Estate Planner – Leave a Legacy not a Ledger

Securely store and organize your life’s footprint in OneNote

Everything can be quickly and easily visualized, found and managed by yourself and by your loved ones.

Best of all … by simply sharing it with your executor and/or beneficiaries you can be certain that there’s no hide and seek for your loved ones after you die. Everything is in one central place and is securely accessible – from anywhere, anytime and from any device … so perfect for those individuals who aren’t still living nearby. Now they can quickly and efficiently locate, then safely access all your important documents without having to dig through hard copy paperwork.

Estate Planner powered by OneNote – 37 Templates, Guides & Help Pages

Dashboard
Get Started & Help
Family Section (13 Templates)
Finance (7 Templates)
Health (6 Templates)
Insurance (6 Templates)
Legal (5 Templates)
previous arrow
next arrow
 
Dashboard
Get Started & Help
Family Section (13 Templates)
Finance (7 Templates)
Health (6 Templates)
Insurance (6 Templates)
Legal (5 Templates)
previous arrow
next arrow

Purchase Estate Planner:

Add to cart

Easy to Use, for Peace of Mind!

  • All prices are in USD.
  • Purchases are once off and include support – Yours to keep forever!
  • Templates are distributed in OneNote notebooks and instant delivered via email.
  • Licenses are for the specified amount of users across all devices supported by OneNote. 

Your data. Your control. Your way.

Estate Planner Notebook includes five sections with 37 templates, guides & help pages makes it easy to get your life’s footprint sorted for your loved ones.

  • Get Started (10 Templates)

    • Step by step guide
    • OneNote Howto, FAQ & Tips
  • Family (13 Templates)

    • Members
    • Properties
    • Vehicles
    • ID/Licenses
    • Assets/Valuables
    • Passwords
    • Heirlooms
    • Certificates
    • Holidays
    • Pets
    • Goals
    • Memories
    • Memberships
  • Finance (7 Templates)

    • Accounts
    • Credit Cards
    • Loans
    • Investments
    • TAX
    • Philanthropy
    • Super/Retirement Fund
  • Health (6 Templates)

    • Health Records
    • Immunization
    • Organ Donor
    • Weight Loss Goals
    • Exercise Log
    • Diet Planner
  • Insurance (6 Templates)

    • House & Content
    • Life & TPD
    • Health
    • Vehicle
    • Keyman
    • Business
  • Legal (5 Templates)

    • My Will
    • Funeral
    • Trusts
    • Power of Attorney
    • Contracts & Others

Templates are distributed in OneNote notebooks and instant delivered via email. 

Mega Bundle

23 Notebooks with 100s of Templates – A value of $300+. Save weeks of work & get the whole hog for a bargain!

Instant delivery. Purchases are once off and include support. Yours to keep forever!

Secure access for beneficiaries and executors anywhere, anytime and from any device

Your life’s footprint at a glance

Our template helps organize your affairs in a tried, tested and proven way. We’ve done a lot of the hard work for you in getting structure so you don’t forget anything. Now all you have to do is fill it with your information. That’s the easy bit which will save a lot of pain later on for your loved ones.

Security & Data Integrity

Knowing that your data is in the right place with the right privacy, legal protection, encryption and jurisdiction nowadays is more important than ever!

Read here about how your data is safeguarded by the Microsoft Office 365 framework.

I have been using OneNote for years but never thought I could use it to organize all my stuff. The best 50 Dollars I’ve spent In a long while.  Thanks Auscomp.

Andrew,

Retired

Thanks for all your help, its great to have a company that’s so quick to respond.

Kevin,

Retired

Was after a tool which was easy to use for peace of mind … especially for an old fart like me!

Welcome to Templates for OneNote

error: