SORTED LIFE
The life and legacy organisation system
IF SOMETHING HAPPENED TO YOU TOMORROW, WOULD YOUR FAMILY KNOW WHAT TO DO?
Whether you have estate planning in place or not,
there is still a part no one has documented.
The real-life details.
The accounts, access, and decisions no one else can see.
Without this, your family is left guessing.
THE PART MOST PEOPLE MISS
Some people have estate planning documents in place.
Some have not started yet.
Both situations share the same problem.
Because regardless of planning, the practical details of life are rarely organised in a way anyone else can follow.
Things like:
- where life insurance policies are held
- which accounts exist and how to access them
- where important documents are stored
- what financial commitments are active
These are the details that matter in real life.
Without this, your family is left guessing.
WHAT PEOPLE FORGET
Most people believe the important parts are handled.
In practice, it is the smaller, practical details that create the most difficulty.
Things like:
how to access bank accounts, apps, and online platforms
which subscriptions and direct debits are active
where documents are stored across devices or cloud accounts
how to locate family photos, videos, and digital memories
what needs to be paid, cancelled, or managed immediately
If there is a business, it often includes:
who needs to be contacted first
how key systems are accessed
which accounts keep the business operating
what decisions cannot be delayed
These are not minor details.
They are the details people need first.
They are also the ones rarely written down in one place.
Without this, your family is left guessing.
THE COST OF NOT HAVING THIS IN PLACE
When this information is not clear, families often turn to professionals for help.
Lawyers, financial advisers, and accountants are essential in these moments.
Their time is valuable.
Often $400 or more per hour.
Yet much of that time is spent trying to piece together basic information.
Finding accounts.
Locating policies.
Understanding structures.
Not because the work is complex.
Because the information was never organised and ir has to be sorted out.
WHEN THIS HAPPENS, IT RARELY LOOKS THE WAY PEOPLE EXPECT
This is not uncommon.
A partner sits down, trying to work out what to do next.
There may be documents.
There may not.
But the same questions appear every time:
Where are the insurance policies?
Which accounts need to be accessed immediately?
Where are the family photos stored?
What devices hold important information?
If there is a business, the situation becomes more complex.
Decisions cannot wait.
Systems still need to run.
People need direction.
The issue is not capability.
It is clarity.
Nothing has been brought together in one place.
A QUESTION WORTH ANSWERING
If someone had to step into your life tomorrow, would they know where to start?
SORTED LIFE gives them context, not confusion.
WHO SORTED LIFE IS FOR
SORTED LIFE is for people who:
Carry the mental load
You are the one who knows how everything works.
Or whose partner doesn’t know the details
And you want everything in one place so they don’t have to guess.
Have complex personal finances
Multiple accounts, investments, insurance policies, superannuation, subscriptions and platforms.
Rely on digital access
Passwords, logins and systems that control banking, communication, storage and records.
Want to lead responsibly
You want clarity, not confusion, if someone ever has to step in.
sorted life
WHAT SORTED LIFE ACTUALLY IS
SORTED LIFE is a structured, fillable system designed to organise the critical details of your life in one place.
It brings together everything someone would need to understand how your life actually works.
Not just accounts and assets.
But context, structure, and the details that matter in real situations.
It is not software.
It is not an app.
It is not a platform.
It is not legal advice.
It is a guided system, built from real-world experience working with families and seeing what actually happens when someone has to step in.
A system designed to reflect how real lives actually work, not how forms or templates expect them to.
The system is delivered as a comprehensive, fillable document, structured across 250+ pages of guided sections.
Each section is designed to help you;
- understand what information actually matters;
- capture it clearly; and
- organise it in a way someone else can follow
You are not starting from scratch.
You are working through a structure that has already been thought through carefully by a lawyer, based on what people actually need when they have to step in.
WHAT YOU GET
At its core, SORTED LIFE is a comprehensive, guided life organisation system.
It includes:
A fully fillable, structured system spanning 250+ pages
Clear sections covering personal, financial, business and digital life
Guided prompts that show you what actually matters and why
Space for real-life details, not just surface-level information
A plaing-English structure designed to be a living document, not just read
This is not a blank template.
It is a guided framework built from real-world patterns, designed to help you organise your life in a way that is clear, usable, completed and incredibly valuable to anyone who needs to use it.
sorted life
HOW SORTED LIFE FITS INTO YOUR LIFE
SORTED LIFE is intentionally flexible.
IT IS DESIGNED TO WORK WITH HOW YOU ALREADY LIVE, NOT ADD ANOTHER SYSTEM YOU ABANDON.
You can choose to:
Store it securely online
Print it and organise it in a physical binder
Save it to an encrypted USB for offline storage
Or use a combination of these
Once purchased, SORTED LIFE is yours.
You decide where it lives, how it is stored, and who can access it.
It gives you a single, structured place for the information your family would otherwise struggle to find.
YOU ARE NOT LEFT TO FIGURE
IT OUT ALONE
SORTED LIFE includes a structured, guided system built from real-world experience.
You are guided through what matters, in the order it matters, with prompts designed to help you make clear, confident decisions.
Add a value anchor (this is important):
This is a 250+ page structured system designed to replace scattered notes, forgotten details, and unfinished intentions with one complete, usable record of your life.
These show you:
How the entire system is structured and how to move through it
How to approach each section without second-guessing yourself
How to make steady progress without overwhelm or perfection pressure
They are not a course or coaching program, but has been meticulously created by an estate planning lawyer.
It is a carefully designed document that quietly does the guiding for you, so you can move at your own pace and still get it done properly.
TOOLS THAT MAKE LIFE EASIER FOR SOMEONE TO STEP IN WHEN IT MATTERS
SORTED LIFE includes ready-made tools designed to take the pressure out of explaining everything yourself.
So the right people know what to do, without confusion or guesswork.
This includes:
Letter templates you can personalise for your key decision-makers
Guidance on how to clearly explain where the document is stored and how it should be used
A ready-to-use email template you can send to your key people, clearly explaining where everything is stored and how to access it if they ever need to step in
This means you don’t have to find the words or work out how to explain it.
It’s already done for you.
You stay in control of what is shared, when it is shared, and with whom.
LET’S BE CLEAR
SORTED LIFE is about clarity.
One place where everything lives.
So when someone needs to step in,
they are not guessing.
They are not searching.
They are not piecing things together under pressure.
They know where to start.
SORTED LIFE
A structured life and legacy organisation system for complex, modern lives.
$97 AUD
A one-time investment in clarity.
Organise what matters, in one place, properly.
So your family is not left searching, guessing,
or trying to piece things together under pressure.
YOU MIGHT BE WONDERING…
“
I don’t have time for this.
SORTED LIFE is designed to be completed over time. You don’t need a full day or a perfect plan. You can start with one section, make progress in small pockets of time, and build it into something complete.
It is there when you are ready to move forward, not another task demanding your attention all at once.
“
I already have estate planning.
Great. This makes it usable in real life.
SORTED LIFE does not replace your estate planning. It supports it by bringing everything together in one place, so the people around you know what exists, where it is stored, and how to navigate it if they ever need to.
“
This feels like a lot to think about.
SORTED LIFE is designed to reduce that feeling, not add to it.
Instead of holding everything in your head or across multiple places, it gives you a clear structure to follow, one step at a time to take aligned action.
You can move through it at your own pace, without pressure.
Some KIND words
from our clients:
FREQUENTLY ASKED QUESTIONS
Is this legal advice?
No.
SORTED LIFE is not legal advice and does not replace working with a lawyer. It is a structured document designed to help you organise your personal, financial, and practical information in one place.
It can support your legal planning by making it clearer and more usable in real life.
Is this a Will or Estate Planning Document?
No.
SORTED LIFE does not create legal documents such as Wills, Powers of Attorney, or trusts.
It sits alongside those documents, helping ensure the right people know they exist, where they are stored, and how to navigate them when needed.
Who is Sorted Life for?
SORTED LIFE is designed for anyone who has a life that someone else may need to step into or understand (aka. all of us!).
That includes individuals, families, business owners, and anyone who wants a clear, organised system for their personal, financial, and practical information.
If you have accounts, responsibilities, relationships, or decisions that someone else would need to navigate, this is for you.
How is my information stored?
SORTED LIFE is a document you control.
You choose where and how it is stored, whether digitally, physically, or both. No information is stored by us.
Can I use this if I haven't done my Estate Planning yet?
Yes.
SORTED LIFE can be used whether or not your estate planning is in place.
We all have information, responsibilities, and practical details that someone may need to access or understand if something happens.
This system helps you organise that information in one place, so it is not left scattered or unclear.
When you later complete your estate planning, SORTED LIFE works alongside it by making everything easier to locate, understand, and use.
Do I have to finish it all at once?
No.
Most people complete it gradually. You can start with the sections that feel most relevant and build it over time.
We suggest you follow out roadmap to help you get the key information down quickly.
What if I already feel organised?
That is a great place to start.
SORTED LIFE brings everything into one structured system, so it is not just organised for you, but usable for someone else if they ever need to step in.
Is this a subscription?
This is a one-time purchase. Once you have it, it is yours to use and update as your life evolves.
STILL ON THE FENCE?
Life doesn’t slow down.
Accounts change.
Logins change.
Responsibilities grow.
Doing this later usually means doing it under pressure.
SORTED LIFE lets you organise things properly, on your terms.
✳
Your life cannot be worked out by someone else under pressure.
SORTED LIFE makes sure it doesn’t have to be.
SORTED LIFE
A one-time, document-based life and legacy organisation system for complex, modern lives.
$197
$97 AUD
Designed to help you organise what matters, once, properly.
Instant access delivered to your inbox.
How Sorted Life is delivered
Once your purchase is complete, you will receive an email with a secure link to access and download Sorted Life. The system is provided as a digital document, which you can save, print, and use in a way that suits your life, whether that is completing it digitally, organising it in a physical binder, or using a combination of both. Sorted Life is designed to be flexible, so it works with how you prefer to organise your information.
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