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The Family Wealth Decision Pack
Templates, worksheets and a plain-English guide to organise estate, super and intergenerational wealth — so your family's money decisions are written down, not in your head.
Built from estate, super and tax frameworks — AI-assisted, human-reviewed. General information only, not financial or legal advice.
Most families carry their wealth plan in their heads — and it doesn't survive contact with reality
Super beneficiaries, the will, who has power of attorney, what happens to the house, how the kids are treated fairly — it's all "sorted, roughly," until a health scare or a death turns rough into a crisis. The information is scattered across accounts, advisers and memory.
The gap isn't knowledge. It's organisation — a single place where the decisions, documents and intentions actually live.
What this pack does
It turns a vague intention into an organised, shareable record — and shows you the decisions most families miss.
- Captures estate, super and asset decisions in one structured place
- Surfaces the questions to settle before you see a lawyer or adviser (so you pay for advice, not admin)
- Frames the fairness conversations between generations
- Gives you a document you can hand to family or professionals
What's inside
A complete kit — guide plus the tools to act on it.
| Component | What it's for |
|---|---|
| The guide | Plain-English walkthrough of estate, super and intergenerational decisions. |
| Wealth inventory worksheet | Every account, asset and policy in one structured sheet. |
| Estate & beneficiary checklist | Will, super nominations, POA, executor — what to confirm. |
| Family conversation templates | How to raise fairness, care and inheritance without the fallout. |
| Adviser question sheet | The questions that make a paid session worth it. |
Who this is for
It's for you if
- You're 45+ with a home, super and adult or teenage kids
- You want your wishes organised and findable, not implied
- You'd rather walk into advice prepared than pay to get organised
It's not for you if
- You want a drafted will or legal document (this isn't that)
- You want personal financial advice
- Your affairs are already fully documented and current
A look inside
Sample — the nomination most people get wrong
The trap: your super usually doesn't pass through your will. It's paid by the fund trustee — and unless you've made a valid binding death benefit nomination, the trustee decides who gets it, which can quietly override the wishes in your will. Worse: some nominations lapse after a few years, so a form you signed once may no longer count. What the pack does: the inventory worksheet captures every fund, the nomination type, and its expiry date in one place — so the biggest asset most families own never defaults to chance. It also flags the three life events that invalidate a nomination overnight.
How it was made
- Sources: established estate-planning, superannuation and tax frameworks plus practitioner checklists.
- Method: AI-assisted synthesis, human-reviewed and edited before publication.
- Updated: Reflects general rules as at the publication date inside.
- Scope: Organisational tools and general information — not financial or legal advice.
Questions, answered
Is this financial or legal advice?
No — general information and templates only. For your situation, use a licensed adviser or solicitor. This helps you arrive prepared.
Who is it for?
Australian families organising estate, super and intergenerational wealth decisions.
Will it replace a lawyer?
No. It gets you organised so your time with a lawyer or adviser is cheaper and sharper.
What format is it?
A downloadable guide plus editable worksheets and checklists.
How do I receive it?
Instantly — a download link by email after checkout.
Is this a subscription?
No. One payment, yours to keep.
Can I get a refund?
Yes — reply to your receipt within 7 days for a full refund.
Get your family's wealth out of your head and onto the page
One organised record. The decisions made, written down, and ready to share.