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.

How many Estate Planner templates do you need?

 

Purchase is once off … yours to keep forever! World-class support included

Your data. Your control. Your way.

Estate Planner Notebook includes five sections with 50+ template 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

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.

What People Say

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!

Only $49.95 for peace of mind!

Bundle & Save

Mega Bundle

20 Templates with a value of $250+ Save weeks of work & get the whole hog for a bargain!

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

Welcome to Templates for OneNote

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