The life and legacy organisation system
Your family should never have to guess.
One place that holds everything the people you love would need to know. Every account. Every policy. Where the logins live. Who to call first. Built by an estate planning lawyer. Filled in over an afternoon.
Most families do not fall apart because nobody cared. They fall apart because nobody knew where anything was.
Created by Jaime Stefanac, estate planning lawyer, with almost two decades across family law and estate planning.
Thirteen parts · More than 250 pages · Fillable, printable, yours
“I started Sorted Life last night thinking I'd 'have a look' and two hours later I was like.... why do I feel 10kg lighter??? I did not realise how much stuff I was holding in my head. Passwords, kids, things, insurance, random notes on my phone. It was all just floating around. Having it all in ONE place is actually wild.”
Sorted Life buyer
The part nobody plans for
The accident was on a Friday. By Monday, she needed his phone.
Not for anything dramatic. The electricity bill. The banking app. The photos of the kids.
All of it sat behind six digits he never wrote down anywhere, because why would you. You always think there is time.
The bank could help, with the right paperwork and a few weeks. The phone could not be opened without its code, by anyone. Not the bank, not the phone company, not a lawyer.
The documents were done. The passcode was not.
This was not a planning failure. It was an information failure, and it is the most common one I see.
The shift
A will is where it starts. It is not where it ends.
The second risk is that nobody can find anything.
Your will and your powers of attorney decide who has authority, and nothing on this page replaces them. What they do not do is tell anyone which fund holds your super, which insurer to ring, or where the title deed is kept. That information usually lives in one person's head.
Estate planning is a system, not a document. Sorted Life sits beside your legal documents, never instead of them, and holds the practical detail that lets them actually be used.
What it is
Sorted Life is a guided, fillable system of more than 250 pages that organises the critical details of your life in one place, in an order someone else could follow. It is not software, not an app, not a subscription and not legal advice. You download it once, you keep it, and you decide where it lives.
Without it
The small things that make a hard week harder.
The locked phone.
The banking app, the bills, and every family photo since the kids were born, in a cloud account behind one login nobody else had.
The codes that went to a phone in a drawer.
The exchange needed a two-factor code. The code went to his phone. The recovery phrase existed somewhere. Nobody knew the wallet did.
The debits nobody knew about.
Each one stops with a call and a certificate, once someone knows it exists. She found them the slow way, one statement at a time, months later, on lunch breaks.
The policy nobody claimed.
Life insurance held outside super. No register, no reminder, no insurer ringing to check. If nobody knows it exists, nobody claims it, and it can simply be lost.
The business that cannot pause.
Payroll on Friday. The BAS due in nine days. The accounting login in his head. No one with authority to act for the company, because no one had been given it.
The second job.
Grief is the first one. The phone calls start a week later and go on for months, done by the person hurting most.
The bill for working it out
When the information is not clear, families turn to professionals, and they should. Lawyers, accountants and financial advisers are essential in these moments. Their time is often billed at $400 or more an hour. Much of that time goes on finding accounts, locating policies and understanding structures, not on advice. Sorted Life does not replace the advice. It is designed to take the searching out of it.
Almost all of this can be done in advance. By you. In an afternoon. While it is easy.
With it
Writing the system down hands them the map, not the maze.
Someone can step in without a search.
Illness, an accident, travel, or worse. The person helping opens one file instead of ringing around for a fortnight.
The mental load stops sitting with one person.
In most households one person quietly carries all of it. This is how you put it down without anything being dropped.
Nothing valuable goes unclaimed.
A policy held outside super, crypto nobody knew existed, an old account still being paid for. Nobody can claim what they do not know is there.
You find out what you are missing.
Working through it surfaces the gaps. An expired nomination. No enduring guardian. A company with no corporate power of attorney. You cannot fix what you cannot see.
Your business keeps running.
Who to contact first, which systems must stay live, where the logins are kept, what cannot wait. Written down, so the people stepping in keep the doors open while proper advice is sought.
The professionals start from a map.
Your lawyer and accountant begin with a complete picture instead of a search. Time that would have gone on finding things can go on advising instead.
Who it is for
Both people in the house, for opposite reasons.
If you are the one who knows how everything works, this is how you stop being the single point of failure.
If you are the one who knows nothing, this is how you ask. Sit down together and fill it in, or hand it over and say: do this for me.
If it is for your parents, it is the strangest gift you will ever give, and the conversation it starts is the real present.
What is inside
Thirteen parts. This is the contents page.
Part XIII is where most people start. Three short snapshot pages that capture the essentials, so there is something useful in place within the first half hour.
Sorted Life
The life and legacy organisation system
One payment · Yours for life
I keep the price where the decision does not need a committee, because I want this in thousands of Australian homes.
You might be wondering
"I don't have time for this."
You do not need a full day. Start with the three snapshot pages. Fifteen minutes once a week gets the rest done, and it is there when you are ready rather than demanding your attention all at once.
"I already have estate planning."
Good. This is what makes it usable in real life. Sorted Life does not replace your documents. It sits beside them, so the people around you know what exists, where it is stored and how to navigate it.
"This feels like a lot to think about."
It is designed to reduce that feeling, not add to it. Instead of carrying everything in your head, you follow one structure, one section at a time, at your own pace.
Some kind words
“Jaime, quick message to say Sorted Life is excellent. I've always had the intention of organising this stuff properly but never actually pulled it all together. I feel better knowing my family wouldn't be left guessing or digging around.”Sorted Life buyer
“Sorted Life honestly next level. I thought it was going to be more boring admin but it's not. I actually really enjoyed working through it, I felt so organised! I am super thankful for all the business prompts. Going through it I realised that no one in my family ever would have been able to figure all that out!!”Sorted Life buyer
“Jaime I'm low key obsessed with Sorted Life. The way it's laid out just makes sense. Every time I click into a section I'm like yep... that's exactly what someone would need to know. So many things in there I've never thought about! I actually said to my husband last night... everyone should have this.”Sorted Life buyer
Hand them the map, not the maze.
If this has been sitting in the back of your mind, this is your sign.
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