FAQ we get at My Estate Sorted

Find answers to FAQ about estate planning, asset organization, and how does My Estate Sorted simplify the process.

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FAQ

Find below the most common question made from our clients

Many people pass away without leaving clear instructions for their loved ones re how to locate their assets. This can lead to confusion, delays, and often lost and unclaimed assets. Completing My Estate Sorted ensures that your heirs know where to find important documents, accounts, and assets, preventing them from becoming unclaimed property.  

Currently, there are Billions of dollars and pounds in unclaimed assets and the sad fact is that these will remain unclaimed as the rightful heirs don’t know these assets exist.  Most financial institutions don’t need to report unclaimed money in accounts for 15 years.  Many people  also take out life insurance policies, which also often go unclaimed by loved ones simply due to them not being made aware of them.

My Estate Sorted is a comprehensive document containing our major life categories which complements your Will and Estate Planning by having all of your essential life information in one place.  This allow you to have all of online and offline account details available to you or a trusted person in the event of an unexpected accident or death.    It offers an organized and  centralized hub for information ranging from financial and legal documents to personal identifiers.  It provides peace of mind in the face of cyber threats, aiding in end-of-life planning, and offering organization for anyone seeking a streamlined way to manage their essential information.  There are 19 life categories to ensure you capture all of your life information.

My Estate Sorted is for all ages, spanning from Millennials to Baby Boomers and beyond.  It’s for anyone who wants to take control and prepared for any unexpected situation, now or in the future.  Whether you’re concerned about cybersecurity, engaged in estate or  end-of-life planning, or simply want your information in a centralized place where you have the option to store it safely and securely offline.

My Estate Sorted is great for:

 – Singles and Single parents: those living on their own, so giving family members a roadmap of their essential life information
 – Couples: for couples where one primarily looks after the finances, having everything documented and organized gives peace of mind for both partners
 – Cyberattack: for those wanting to have a hard copy print out of their essential information in the event of a cyber attack
 – Organization: For those who want to be organised and have all of their information stored off line in one central document
 – Military Personnel: for those who work overseas or in a dangerous profession
 – Elderly: for those who are doing end-of-life planning preparations
 – Terminally Ill: for those with a terminal illness, knowing you can make those you leave behinds lives easier

My Estate Sorted helps you record details about:

  • Bank accounts and investments
  • Superannuation and insurance policies
  • Real estate and personal property and storage units your have
  • Digital assets (e.g., online accounts, cryptocurrencies)
  • Important documents (e.g., birth certificates, wills, powers of attorney)
  • Contact details for key people (e.g., lawyers, financial advisors)
  • Vehicle information
  • Utility providers
  • Online and Email accounts
  • Pets – who to care for them and their diet and other essential information
  • Funeral Plan – a comprehensive funeral plan so your loved ones don’t have to make the difficult decisions
  • Employer information, and much more….

Every single person has their own estate. An estate isn’t defined by one’s income, wealth, or age. It comprises everything one owns and owes, including their residence, clothing, furnishings, bank accounts, retirement funds, life insurance, social media, real estate holdings, business interests and much more… 

No. My Estate Sorted is not a legal will or estate planning document. It does not replace the need for a legally valid will or power of attorney. Instead, it serves as a roadmap to help your family locate assets and navigate probate efficiently. 

My Estate Sorted is a great complement to your will and estate planning documents for you to provide to your loved ones to guide them in finalising your life affairs.

No, My Estate Sorted is not a  legal document and does not replace the need for a Will or End of Life documents.  You should speak to a legal advisor to for any End of Life Planning organization or documents.

No, My Estate Sorted goes way beyond financial assets. Throughout our lifetime we accrue so much information that when we are no longer here our loved ones need to shut down. Not having the information needed to finalise this can be very distressful, yet unnecessary.

My Estate Sorted has 15 life categories, encompassing all of the End of Life information our loved ones need to get through the Probate process efficiently and giving them the time they need to grieve.

We completely get it! It’s a lot of information and we’ve certainly been there!  Not all sections will be relevant to everyone, so you only need to complete the ones you need to.

My Estate Sorted is designed to be straight forward and easy to use.  We suggest you do one section at a time, or set aside an hour a week or month to do one or two sections or update it each time you need to pay a bill or renew a policy while you have the information in front of you – before you know it you’ll be done!  You’re not obligated to complete it all in one go.  You have the flexibility to decide how and when to tackle it.

Because My Estate Sorted is a physical book, it’s important to store it in a secure place. Let a trusted family member or executor know where to find it when needed.

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