Legacy Protect Platinum

Protecting your Estate Planning Information

Protecting your Family

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Ensure that your family has access to the documents and information they need on your passing.

What’s included:

  1. Secure Digital Vault

    1. protecting your estate planning information for release to those of your choosing after you pass

  2. Executors Guide and Checklist - so your executor will know how to administer your estate

  3. Estate Planning Checklist - Making sure that you have all the estate planning documents that yu need, while there is still time for you to prepare them

  4. Testamentary Trust Guide - the ultimate asset protection mechanism

  5. Guided Notes on why you wrote your Will in the way that you did to minimise disputes

  6. 10% Discount of any further required Documents

  7. Annual Review of your Estate Planning

  8. 10% Discount on Probate application

  9. Guided Notes on why you wrote your Will in the way that you did to minimise disputes

  10. Your Funeral Wishes compiled

  11. Directions to your Power of Attorney

  12. Directions for your sentimental possessions

  13. Guided template for Information on your Assets

  14. Guided Template of information of your Liabilities including tax information

  15. Letter template to a potential step parent to your child

  16. Letter template of what to say to a Loved One

  17. Letter template seeking forgiveness

  18. Vital Information on those you Support and care for, including pets.

  19. Professional Advisors Template

  20. Executor Checklist

Legacy Protect Platinum
A$149.00
Every year

Get anytime access to our growing collection of classes, workshops, and exclusive content. New items added every month.


✓ All the benefits of Legacy Protect Gold
✓ Your Funeral Wishes
✓ Directions to your Power of Attorney
✓ All the Estate planning resources to inform your Executor
✓ Estate Challenge minimisation strategies

Want more, check out our other packages.

Offering more complete protection

Legacy Protect Gold
A$99.00
Every year

Get access for period of your membership to our Secure Digital Vault; an Annual review of your Estate Planning Documents; A Personalized checklist and Guide to your Executors; 10% Discount on new Estate Planning Documents as needed after your annual review and 10% Discount on Probate.


✓ Digital Vault Access
✓ Annual Review of Estate Planning Documents
✓ Personalised Executors Checklist and Guide
✓ 10% discount off New Documents required after a Review
✓ 10% Off Probate Application
Digital Vault
A$4.99
Every month
A$49.99
Every year

Protect your assets and your Loved Ones by uploading all the documents and information that they will need once you pass away. Information is only released to your nominated recipients on confirmation of your passing


✓ Asset Protection
✓ Minimise the risks of a challenge to your Estate
✓ Protect your Family
✓ Have messages, documents & information sent to your family
✓ Ease of Estate administration