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Estate Planning

Be honest: are you one of those people who intends to get their affairs in order but just keeps putting it off?

You need to find a way out of the 'Black Hole'.

A picture of a black hole in space with turquoise and blue light stars

If so, you might be stuck in what we call 'The Getting Life Ready' Black Hole'.

This is the place where people feel they’re sorted for the future!

Because they have a will (or plan to get around to it… eventually). They believe they’re prepared, when really they’re floating around aimlessly, missing key documents & information and their access credentials are all over the place.

In reality, their family is just one unexpected event away from disaster!

So what's keeping you trapped in the Black Hole?

Common mistakes you're probably making

Mistake #1

You think it’s going to take way too much time. You picture yourself locked in a room with piles of paperwork and your laptop like some sort of doomsday prepper, and honestly, who has time for that?

Mistake #2

You’re worried it’s going to cost a fortune in legal fees. You imagine endless meetings with solicitors / lawyers in fancy offices with leather chairs, sipping overpriced coffee, while your wallet gets lighter and lighter.

Mistake #3

You keep telling yourself you’ll “get around to it later.” Estate planning is on the same list as cleaning the garage or starting that workout routine: “I’ll do it when things calm down” - which, let’s face it, never happens

2 Speech Bubbles on a mid-blue turquoise background with the words Do Nothing

Is it that you’re also overwhelmed?

Is it all the confusing legal jargon and estate planning documents you keep hearing about?

And the thought of figuring it out sounds like a test you didn’t study for. Healthcare proxy, power of attorney, advance directive - it’s like trying to read the instruction manual for a spaceship when all you want to do is plan for the future.

Mistake #4 So instead, you do the classic move: NOTHING

Why these mistakes are pulling you deeper into the Black Hole

The longer you take, the harder it gets!

Delaying it because you think it will take forever

Yep, it's is like waiting for the perfect time to start a diet — there’s always another pizza party coming up! But in reality, with the right plan, it doesn’t have to take as long as you fear.

Worrying about how much it will cost

Totally understandable, but not having an estate plan could cost your family more in legal fees and stress. Not to mention the priceless family arguments over who gets your collection of novelty mugs.

Feeling lost in the estate planning terminology is common

We get it, it’s hard to start when you don’t know the difference between a healthcare proxy and an advance directive. But here’s the thing: breaking it down into bite-sized pieces and focusing on what really matters can make it a whole lot easier than you think.

Waiting for the 'perfect time' is a trap

You know there’s never going to be a time when you’re less busy or feel more ready. The perfect time is now - so you can avoid leaving your family with a puzzle only they didn’t sign up for.

white old fashion alarm clock with pink sticky tape on dial saying tomorrow, later, next day

Why these mistakes are pulling you deeper into the Black Hole

The longer you take, the harder it gets!

Delaying it because you think it will take forever

Yep, it's is like waiting for the perfect time to start a diet — there’s always another pizza party coming up! But in reality, with the right plan, it doesn’t have to take as long as you fear.

Worrying about how much it will cost

Feeling lost in the estate planning terminology is common

Waiting for the 'perfect time' is a trap

You know there’s never going to be a time when you’re less busy or feel more ready. The perfect time is now - so you can avoid leaving your family with a puzzle only they didn’t sign up for.

How to escape to a better world!

You need to take the first step now

Getting Life Ready covers all the basis

Estate planning doesn't have to take as much time or money as you think

We can get you sorted faster than you can find that long-lost insurance policy in your junk drawer.

And guess what? We can help you break down all those confusing legal terms

We simplify the difference between a healthcare proxy and the different types of power of attorney, so you can finally stop feeling like you’re trying to solve a Rubik’s cube blindfolded.

Here's what you can do to make it managable:

Create a list of your assets and debts: Who gets what, how to access it, and what debts need to be settled. It’s like packing your suitcase with everything you need before you hit the airport.

Understand key documents you need and your wishes: A will, Enduring / Lasting Power of Attorney healthcare proxy and Healthcare Directive: These avoid legal nightmares and ensure your decisions are respected.

Use digital tools to store everything securely: No more hunting through file cabinets like you’re searching for a lost treasure map. Keep everything in one place, so your family won’t need Indiana Jones to track down your documents and access credentials they'll need.

Assign trusted individuals to handle your affairs: Designate reliable people as your executors, healthcare proxies, or powers of attorney - not just for when you're gone, but in case you’re temporarily out of commission (because life happens, and so do unexpected ski trips). Make sure they know their roles and have easy access to the necessary documents - so they’re not left scrambling when you're out of action for a bit.

Taking the first step on a hard path may seem daunting, but it's often the easiest part - because once you start moving forward, momentum carries you the rest of the way.

Let’s Get You Organised Before The Black Hole Pulls You In Deeper

The longer you wait, the more overwhelming it becomes

You don't have to face this challenge alone. Whether you want to take the reins yourself, need a secure place to store your documents & passwords, or prefer a little extra guidance - we’ve got options to help you move forward with ease.

Choose your path...

Go It
Alone

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Storage

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