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Estate Planner for OneNote
$29.95
9 sold in last 24 hours
Brand: Home
6.3K Sales
Stay organized. Protect your legacy.
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- 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
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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.
★★★★★
Love how clearly each section is set up. We finally know where all the important documents are.
Olivia G.
★★★★★
It’s comprehensive without being overwhelming. Perfect for families managing complex assets.
Edward M.
★★★★★
We used this to plan our will, insurance, and even funeral preferences. It’s all there.
Maya T.
★★★★★
The design is super user-friendly. Even my dad figured it out in minutes.
Glen R.
★★★★★
Peace of mind. That’s what this template gave our family.
Samantha K.
★★★★★
I’ve looked for something like this for ages — this is the only one that actually covers everything.
Patrick D.
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From: $99.00 / year
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Instant Access to Everything!
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- 100+ OneNote Templates
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- plus All Future Releases