Welcome to the Essential Summaries

The Essential Summaries are easy-to-complete booklets designed to help you organise and manage some of the most important aspects of your life.

The Essential Estate Summary

A comprehensive and guided approach to leaving a detailed roadmap of your estate. Finalising an estate can be complex, time consuming and frustrating. You can save your executor (most often a family member) time, money and stress while helping them to navigate your affairs and honour your wishes. Don't leave a mess, leave a legacy!

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The Essential Medical Summary

A comprehensive and guided approach to recording your detailed medical information, providing a reference that you can access as needed; for medical appointments, in emergencies, and to help your family should they need to assist with your care.

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The Essential Combo Pack

Essential Combo Packs contain copies of both the Essential Medical Summary and Essential Estate Summary. Available for Singles & Couples helping you stay organised and prepared.

Singles Pack Couples Pack