Free Legal for OneNote
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8,134 Downloads
Why you’ll love it
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- Organise wills, trusts, and legal records in one secure OneNote notebook.
- Attach scanned documents and legal files directly to each page.
- Use Outlook reminders to keep insurance and renewals up to date.
- Customisable for any family or business legal structure.
- Free download delivered instantly to your email.
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Free Legal for OneNote
Keep your most important legal records, wills, and documents organised and secure with this Legal Template for OneNote. Manage everything from funeral instructions to contracts, trusts, and power of attorney — all in one private, synced notebook.
What’s inside
Sections Included – Get Started, Legal, My Will, Funeral, Trusts, Power of Attorney, and Contracts / Others.
Funeral Record Page – Pre-built layout for each family member including Date, Insurance, Cover Amount, Attachments, and Notes / Special Instructions.
Visual Member Columns – Insert family member photos and details side by side for quick reference.
Smart Attachments – Drag and drop digital files like insurance documents, wills, and scanned contracts directly into the notebook.
Reminders Integration – Create Outlook reminders by typing a date in any column and tagging it as a task — perfect for renewals or follow-ups.
Customisable Fields – Add, rename, or duplicate rows and columns for your own legal or financial categories.
Trust & Contract Tracker – Dedicated pages for recording legal relationships, key contacts, and document references.
Private & Organised – Centralise sensitive information securely in OneNote, accessible only on your devices.
OneNote-Ready – Works on Windows, Mac, iOS, Android, and web — fully synced across all devices.
Instant Download – Free template delivered directly to your inbox.
★★★★★
Having all our wills, insurance, and funeral instructions in one notebook gives me real peace of mind.
Sarah P.
★★★★★
Love the side-by-side family layout — it keeps everything so clear and accessible.
Michael R.
★★★★★
The reminders for renewals and legal check-ins are a lifesaver. It’s so practical.
Olivia W.
★★★★★
Finally, a place to store everything legal — wills, contracts, and notes — without relying on paper folders.
David L.
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