The Estate Organiser

I purchased ‘The Estate Kit’ (the Kit) digital version some weeks ago, and over a period of time started populating it with data. I found it awkward to use, and information entered into the text boxes was very small. I stopped using it and looked online at ‘The Estate Organiser’ (the Organiser). They had a free version of ‘The Executor Toolkit’… Read more

which I downloaded. I was contacted by Will Kimak to see if I wanted to download the digital version of the Organiser as well, and when I said that I had already purchased the Kit he offered me a digital version of the Organiser at no cost, and said that I shouldn't have to pay twice. It was very much appreciated! I found the Organiser easier to navigate with better layout and font size, and it accepts more information than the Kit. After almost completing the Organiser, I decided to do a quick review on the comparison of the two from the 'pointy end'. All instructions on the Organiser were very easy to follow, and the layout of the text boxes were located as expected. There was some repetition on the information to be entered, but this was obviously to have the information available to the Executor in the right place at the right time, and minimise the hunting for information. After all, it is easier for me to populate the information from a source at hand now, than for the Executor to hunt for it later. I did notice one thing, which was a little different to the norm. When entering bank details, the Organiser asks for 'ACCOUNT NUMBER / BSB' instead of the more usual 'BSB / ACCOUNT NUMBER'. It's only a little thing but 'Bank - State - Branch - Account' would be more logical. On trying to print the populated pages from the digital download, I found that the text boxes didn't expand to show all of the information, and much of the information was not printed. I made an email enquiry to Will, who responded within the hour and explained: “On printing: the digital edition is a fillable PDF, and each box is a fixed size, so anything longer than the box shows on screen but gets cut off on paper. The way around it is to keep each box to what fits, and put any longer detail in a separate note kept with the printout.” So no further problem. I would heartily recommend The Estate Organiser, and can vouch for the backup support offered!

After procrastinating for weeks I set aside to work on my Estate Organiser this long weekend. I’m making good progress! It’s brilliantly informative and organised, awesome value Show reply

I have long been aware that I should have my affair details organized. I had not know of any program or book that could assist me in organizing all documents of my life until I found The Estate Organiser. This book is very large and detailed and at first was overwhelming. After looking at the Table of Contents, I found that everything I could… Read more ·  1

think of was included as well as many items that I had never considered were listed. Especially useful was that there are 2 versions digital and hard copy. I was surprised that items I had not thought of to include were letters to loved ones, children and grandchildren, as well as how I wanted my long serving canine friend, Rocky, to be provided for.

This is one of the most comprehensive, thoughtful and meticulously-planned, easy-to-read documents that I have ever encountered regarding getting one's life sorted out before the end and not leaving it for others (family members, friends) in their state of grief to guess at all manner of things like where you've put your will, phone & computer… Read more ·  1

passwords, bank accounts and passwords, tax file number etc.

It is one of the kindest things you can do for those you love to have taken the time to enter the necessary information in The Estate Organiser while you are still living and still able that will greatly assist your benefactors once you have departed this life.

It is a beautifully arranged document which can either be used online or on paper. There are so many things I would never of thought of such as recording your life history and what was happening in the world at that time or letters to loved ones, children, grandchildren or those not yet born. One thing that really impresses is why some information is that's needed is important.

We have started working through the document. It is clearly very comprehensive covering all potential situations. Far more than our simpler background needs making it quite daunting. My concern has yet to be faced being how to save the data we input and then update over the next 20+ years (being optimistic). Show reply

This is a well-thought-out, very comprehensive document. I have been preparing an Estate Plan for my children for some time now, and "The Estate Organiser" is a most useful tool to make sure nothing is missed or overlooked Show reply

This is a very comprehensive, detailed book that allows you to record all the important things that you should record for the person who will be tasked with looking after your estate. I could not think of anything else that it needed to include. I found it very useful. Show reply

It is a very detailed book. Large and was overwhelming at first but it is nice to mark what applied for me and then discarded the pages that weren’t relevant for my estate. I am glad to have done it as I had a friend m who went through a long drawn out process because her parents didn’t write down where anything was. I don’t want to leave that… Read more ·  1

same burden on my family. Thankfully I found this though Instagram and I liked it because it’s for Australians. Very well done an easy to deal with.

This organiser is brilliant. There’s details and ideas that I never would have thought of. It inspires you to look into your life in a different way so that your estate is well planned, easily understood, and not left for someone to work out all the unknown answers to estate related questions Show reply