A structured legacy document
Your executor
shouldn’t have
to guess.
My Legacy Checklist is a structured guide to recording what your family will need to find - where the will is, which super fund, which insurer, which online accounts, your care wishes and much more.
Not a vault. Not a will. A map.
AUD$49 one-time payment. Your completed document is yours to keep. Start free. You’ll see the opening questions before you pay anything.
Already purchased? Open your checklist
The problem
The paperwork is not the hard part. Finding it is.
When someone dies, the people sorting it out are usually the people grieving.
They are not short of forms. They are short of answers. Who manages the shares? Where is the car insurance policy? Did they register for organ donation? Who is the dog’s vet?
Much of that information lives in one person’s head - and that person is the one who is gone.
What it is
It records where things are.
It never holds the keys.
This is not a vault and it is not a password manager.
It records the map, not the key.
You are never asked to provide passwords, PINs, tax file numbers, account numbers or card numbers. The form actively rejects them. You record where important documents and information can be found, and who to speak to about them.
Because the checklist does not hold sensitive credentials or account numbers, the finished document can be kept with your important records or shared with the people who need it.
Nothing is mandatory. Work through it in order, or skip to what matters to you. Anything you leave blank stays blank.
It covers:
It doesn’t grant access.
Your checklist records where things are and who manages them. It does not give anyone access to accounts or assets, and it does not replace the legal authority required to deal with them.
Your completed document includes jurisdiction-aware contacts and signposting relevant to your Australian State or Territory.
What you receive
A document your family can act on immediately.
Answer the questions and we generate a personalised, formatted PDF - a document designed to be filed, shared and referred to when it matters.
It is tailored to your situation, including your State or Territory and the people and advisers relevant to you.
Everything you record is one less thing your family has to unravel or guess later.
My Legacy Checklist is published by River Stone Press, an Australian publisher of practical guides for life’s important moments.
We are not a law firm or financial adviser, and My Legacy Checklist is not legal or financial advice.
We also publish What To Do After Loss, a practical guide for the weeks after a death.
How it works
Four steps, at your own pace.
Start the checklist and work through the opening questions before you pay anything.
AUD$49 unlocks the complete checklist and includes 12 months of editing access. Your answers entered so far are carried forward.
Save and come back as often as you like. You may need to go and look something up. The checklist is built for that.
A formatted PDF arrives in your inbox. Print it, file it, or tell one person where it is.
Pricing
This document is not for you.
It is for them.
Your completed Legacy Checklist is delivered to your inbox with twelve months of editing access included from the date of purchase.
- Personalised PDF based on your answers
- Delivered to your inbox
- Print-ready format · share with your executor or family
- Australian-specific, jurisdiction-aware guidance
Keeping it current after the first year
After twelve months, your checklist remains available to read and every PDF you have received remains yours.
If you want to keep editing and regenerating your checklist, ongoing editing access is AUD$29 a year.
It’s completely optional.
My Legacy Checklist provides a structured framework for documenting estate information. It is not a substitute for professional legal, financial, or estate planning advice. Every situation is different — for guidance on your specific circumstances, a solicitor, financial adviser, or estate planner can help. River Stone Press is a publisher of practical guides, not a professional adviser.