Over 50% of adults don't have a valid will. Even fewer have reviewed it recently. Outdated beneficiary nominations, lapsed power of attorney, and forgotten life insurance policies can cause legal battles and financial hardship for your family.
Will Review Reminders
Get reminded to review your will every 3-5 years or after major life events
Beneficiary Tracking
Track super, life insurance, and investment beneficiary nominations
Legal Document Storage
Securely store your will, power of attorney, and estate documents in an encrypted vault
Life Event Triggers
Marriage, divorce, birth, or death — get prompted to review all legal documents
Follow this checklist to ensure your estate is in order and your family is protected.
A valid will ensures your assets are distributed according to your wishes. Review every 3-5 years or after marriage, divorce, birth, or death.
Appoint someone to manage your financial and medical decisions if you're unable to. Includes enduring power of attorney and advance care directive.
Super is not automatically covered by your will. Complete a binding death benefit nomination and review after life events.
Check coverage amount, beneficiaries, and policy terms. Ensure coverage matches your family's current needs and debt levels.
Maintain a complete list of properties, bank accounts, investments, and valuable possessions. Update when circumstances change.
If you have children under 18, appoint a guardian in your will. Discuss with the proposed guardian first.
List online accounts, crypto wallets, digital photos, and social media. Store passwords securely and provide access instructions.
Document your funeral wishes, burial/cremation preference, and any prepaid funeral arrangements. Remove the burden from your family.
Everything you need to know about will and estate planning
Review your will every 3-5 years, and after any major life event: marriage, divorce, birth of a child, death of a beneficiary, significant change in assets, or moving to a new state or country. An outdated will can be worse than no will.
If you die without a valid will (intestate), your assets are distributed according to state law. This may not match your wishes, can cause family disputes, and may result in higher costs and delays. Your partner may not automatically inherit everything.
No. Superannuation is not automatically part of your estate. It's distributed by the super fund trustee according to your beneficiary nomination. A binding nomination (valid for 3 years) ensures your super goes to your chosen beneficiaries. Without one, the trustee decides.
A power of attorney authorises someone to make decisions on your behalf. An enduring power of attorney continues if you lose capacity. Without one, your family may need to apply to a tribunal to manage your affairs — a costly and stressful process. Every adult should have one.
Store original documents securely (solicitor's office, bank safe deposit, or secure home safe). Keep copies in Life Admin AI's encrypted document vault. Ensure your executor knows where originals are located and has access to your digital inventory.