Description
Introducing the Essential Estate Planning Workbook
A comprehensive guide expertly designed by Jacqui Bilson, Principal Solicitor of Bilson Law. This indispensable tool is perfect for anyone who wants to ensure that their estate is managed smoothly, efficiently, and in accordance with their wishes. Whether you are just beginning to think about estate planning or already have a will and power of attorney in place, this workbook serves as the ideal companion to help you organise all the crucial information your executor and attorney will need.
Why purchase the Estate Planning Workbook?
- Designed by Jacqui Bilson, Principal Solicitor of Bilson Law.
- Consolidates critical information for your executor, saving them time and effort.
- Acts as a crucial companion to your will and power of attorney.
- Helps your Executor and Attorney manage your affairs if you lose capacity.
- Step-by-step guidance to organise details like insurance, utilities, bank accounts, and more.
- Available at a reduced price of $15 for Dementia Week (offer valid until the end of September).
- Convenient options: Get it mailed or collect it from our office.
- Empowers you to ensure your wishes are respected and your estate is handled efficiently.
- Provides peace of mind for you and your loved ones.
Have you ever considered the practical aspects of managing your estate? For example, how will your executor know who provides your insurance, where your important documents are stored, or even the simple details like which night the garbage bins go out? Often, these small but essential details are overlooked, causing unnecessary stress and confusion for your loved ones when the time comes to settle your estate. The Essential Estate Planning Workbook addresses all of these issues by consolidating all pertinent information into one easy-to-access guide, ensuring your executor has everything they need at their fingertips.
While the workbook itself is not a legally binding document like a will or power of attorney, it provides an organised, step-by-step approach to help your executor and attorney carry out their duties with ease. It acts as a crucial companion to these legal documents, bridging the gap between your formal estate plan and the day-to-day details that often go unmentioned. Whether it’s contact information for utility providers, financial institutions, or even instructions on pet care, the workbook ensures that every aspect of your life is accounted for, sparing your executor from the task of making numerous phone calls and inquiries.
The Essential Estate Planning Workbook also serves as an invaluable tool for your attorney in the event that you lose capacity and need someone to manage your affairs under a power of attorney. The workbook’s clear instructions and organised sections make it simple for your attorney to take over your responsibilities, ensuring that your financial and personal matters are handled smoothly. The workbook covers everything from household bills and bank accounts to insurance policies and memberships, giving your attorney a clear picture of your financial landscape.
In support of Dementia Week, we are offering the Essential Estate Planning Workbook at a reduced price of $15 for the remainder of September. This limited-time offer makes it easier than ever to take control of your estate planning and ensure peace of mind for both you and your loved ones. Available as a hard copy booklet, the workbook will be mailed directly to you. Alternatively, if you are local to the Central Coast, you are welcome to collect your copy from our office, making it even more convenient to take this important step toward organised estate planning.
Jacqui Bilson, with her extensive experience in estate planning, wills, and powers of attorney, has crafted this workbook to be a practical, user-friendly resource. The simple format allows you to fill in the necessary details at your own pace, making estate planning less overwhelming and more approachable. It is an essential investment in ensuring your loved ones are not left with the burden of sorting through scattered information or dealing with unnecessary legal and administrative hurdles.
Secure your copy of the Essential Estate Planning Workbook today and take a proactive step in organising your estate. With this comprehensive guide, you can feel confident that your executor and attorney will have all the information they need to manage your affairs efficiently, leaving you and your family with peace of mind. Don’t wait—start your estate planning journey now, and give your loved ones the gift of clarity and organisation.
To arrange your Will, Power of Attorney and Enduring Guardian, contact our office by phone 02 4339 0999 or book online to schedule your initial consultation.
If you are unsure whether you need a Will, check our our Blog:
For more information about Jacqui and the Bilson Law team:
For reliable information about Estate Planning in NSW refer to:
Tania Gorry –
This is an awesome workbook! I’ve added it to my website for more people to find it and download it. Great for people living with disabilities and aged care. Highly recommended, thanks Jacqui and Team!