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.
Best of all it’s free with our Lifetime All Access Pass!
Estate Planner powered by OneNote – 37 Templates, Guides & Help Pages
Estate Planner powered by OneNote
All Access Pass
Instant delivery. Purchases are once off and include support.
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.
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.
Thanks for all your help, its great to have a company that’s so quick to respond.
Was after a tool which was easy to use for peace of mind … especially for an old fart like me!
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