ESTATE PLANNING IN A PAPERLESS WORLD
Having a will is so important. But would your loved ones know about everything you have?
Bank accounts, investments, policies, subscriptions and other important life information can now exist with little or no paper trail.
Could your loved ones follow YOUR digital trail?
YOU KNOW YOUR LIFE - BUT WOULD THEY?
You know the ins and outs of your life because you live it every day — what you have, where your accounts and documents are located and who you deal with.
Would your loved ones or the person dealing with your affairs know what exists, where to look and who to contact if you weren't here to guide them?
YOUR WILL IS IMPORTANT. MY ESTATE SORTED COMPLEMENTS IT.
Your Will is important. But it doesn't capture the everyday details and complexities of your life that matter to those you leave behind.
My Estate Sorted fills that gap — so your loved ones know what exists, where to look and who to contact.
Leave Your Loved Clarity, not Chaos.
WHO IS MY ESTATE SORTED FOR?
- If you're currently reviewing your will or doing an estate plan
- You want to make things easier for your loved ones or executor
- If you're retired or approaching retirement
- You're travelling, living or working overseas
- If you simply want to get your important life information organized
TAKE THE ROADMAP CHALLENGE
How prepared are you — Really?
Take our quick Roadmap Survey and see how easy — or difficult — it could be for your loved ones or executor to navigate your affairs without you there to tell them.
YOUR ROADMAP SCORE: See how prepared you are.
YOUR PERSONAL SNAPSHOT: See every survey question — what's SORTED and what needs attention.
YOUR ACTION LIST: See what you need to do next.
A clearer starting point for you — and an easier path for your loved ones or executor later.
HOW PREPARED ARE YOU, REALLY?
Take the FREE My Estate Planning Roadmap and discover what you've got sorted, what may be missing and what you can do next.
In just a few minutes, the Roadmap takes you through the practical areas of your life and estate that someone else may one day need to navigate.
FREE - PERSONALIZED RESULTS - NO OBLIGATION