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Estate Planner for OneNote

Name: Estate Planner for OneNote
Brand: Home
SKU: 152955
Availability: InStock

$29.95

14 sold in last 24 hours

Brand: Home

6.3K Sales

★★★★★ (233)

Stay organized. Protect your legacy.

- Centralize all your vital family records and legal documents
- Easy to update and access — no special tools needed
- Secure sensitive information using OneNote’s password protection
- Designed for simplicity with visual clarity in every section
- Share with loved ones or advisors when needed — easily and safely

Instant Download

Get instant access with our digital downloads. As soon as your purchase is complete, you'll receive an email with your download link, invoice, and everything you need to get started — no waiting required.

Easy to Install

All our templates are easy to install on Windows and Mac, with seamless syncing across all devices supported by Microsoft OneNote — including PCs, laptops, iPhones, iPads, and Android devices.

Fully Customizable

Our templates are fully customizable, letting you tailor every page, section, and element to suit your workflow — whether you're managing tasks, projects, or notes.

All Prices in USD

All prices listed are in US dollars (USD), regardless of your location or billing country.

License Guide

Pick the license that fits your needs — whether you’re using templates for personal use, family planning, or business operations across your team. Each license covers the number of users across all devices supported by OneNote or other Microsoft 365 apps.

License	Users	Layman’s Description
Personal	1	For individual use at home or for personal productivity. Not for business or shared use.
Family	Up to 6	Great for household members to share templates for school, budgeting, or family projects.
Professional	1	For solo professionals, freelancers or business owners using templates commercially.
Team	Up to 5	Ideal for a small team or department using templates internally for work collaboration.
Team	Up to 10	Best for growing teams needing shared templates across multiple staff or roles.
Business	Up to 25	Designed for larger organizations needing consistent systems and tools across a company/organization/school/college/university or government department.
Enterprise	25+	Contact us for custom licensing options for enterprise or agency-wide use.

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Description

Estate Planner for OneNote – Secure, Organize & Share Key Life Information

Auscomp’s Estate Planner Template is a comprehensive solution for organizing your family, financial, health, insurance, and legal records all in OneNote. Ideal for long-term planning and legacy documentation.

Estate Planner for OneNote includes:

Get Started – Step-by-step instructions to customize and set up the notebook

5 Categories – Family, Finance, Health, Insurance & Legal sections for total coverage

37 Templates – Document your will, insurance, assets, medical records, trusts and more

Dashboard Overview – Easy navigation and access to every section at a glance

Security Tips – Guides to protect sensitive info inside OneNote using built-in encryption

★★★★★

This made it so much easier to finally get our estate plan in order. Everything is stored in one place.

Dianne S.

★★★★★

I gave this to my parents to fill out and it made the whole process of organizing their affairs painless.

Chris P.