Two ways to get organised

Same outcome. Same polished document.
Choose the level of support that suits you.

Self-Guided
Personal Affairs Plan
Work through in your own time, at your own pace — with a structured Companion Workbook to guide every step.
What's included
$297
One payment. Personal affairs sorted.
Get started
By purchasing you agree to our Terms of Service and Privacy Policy.
Concierge
Personal Affairs Plan
We work through it together! A personal, guided session/s to work through the modules together, and receive your Personal Affairs Plan.
What's included
Let's chat
Not sure which way to go? Send us an enquiry or book a free 20-minute discovery call and we'll help you decide.

Your Personal Affairs Plan

Every client receives the same beautifully structured document.
Clear, organised, and designed to be used under stress.

Personal Affairs Plan
Prepared for [Your Name] · Confidential
Start Here
  • Key contacts
  • Urgent priorities
  • What to do first
Your People
  • Family & friends
  • Advisors & professionals
  • Who to notify
What You Have
  • Accounts & assets
  • Insurance & superannuation
  • Debts & liabilities
Where Things Are Kept
  • Important documents
  • Digital accounts & passwords
  • Physical storage locations
Legal Documents — Location & Details
  • Will
  • Power of attorney
  • Advance care directive
Your Wishes
  • Practical guidance
  • Funeral preferences
  • Personal wishes & messages

The Personal Affairs Plan records and organises your existing information, making it accessible at your fingertips.

Common Questions

Who is this for? +
Anyone who wants to feel organised and prepared — couples, singles, families, people going through a life transition, or anyone who realises they'd leave the people they love with a lot of guesswork.
Which option is right for me? +
If you're self-motivated and comfortable working through a structured document on your own, the Self-Guided option is excellent value. If you'd prefer someone to guide you, or your situation is more complex, the Concierge session is worth every cent.
Is this legal advice? +
No — Plan Ahead Co is a personal organisation service, not a legal service. We help you gather and structure your information. We always recommend working with a solicitor for your will, powers of attorney, and other legal documents.
How is my information kept private? +
Your data is handled with strict confidentiality in accordance with our Privacy Policy. Your completed document is delivered securely and we do not share your personal information with third parties except where necessary to deliver our service.
How long does the Self-Guided option take? +
Depends. Most people complete the Companion Workbook in one to two sittings. Once you submit your answers, your Personal Affairs Plan is delivered within 3–5 business days.
What happens after I book a Concierge session? +
Book a free 20-minute discovery call and we'll talk through your situation, answer any questions, and confirm the right approach for you. From there we'll arrange your guided session at a time that suits you.