The Self-Guided Personal Affairs Plan gives you a step-by-step Companion Workbook and a polished, fillable plan to complete at your own pace, so the people you love aren't left searching, guessing, or making decisions without your guidance.
A will says who inherits. It doesn't say where anything is.
When something happens, the people closest to you are suddenly asked questions they can't answer. Which bank? Where's the will kept? Who should be called first? What would you have wanted?
A Personal Affairs Plan answers those questions in advance, in one place, in a way someone else can follow under stress.
What families are often left searching for
The will, and where the original is held
Enduring power of attorney and advance health directive
Every super fund, including old accounts from past jobs
Whether a super death benefit nomination is in place, and still current
Life insurance, including cover held inside super
Bank accounts, and which ones are joint
Property, mortgage and loan details
myGov, Medicare and Centrelink details
The tax file number, and who the accountant is
Bills, direct debits and subscriptions to cancel
Email and online accounts, and where access details are kept
Who to call first, and what you'd want for your funeral
Your plan has a place for every one of these.
Two documents that work together
You're never facing a blank page. The workbook does the thinking with you; the plan is what your family will use.
The Companion Workbook guides you
Clear questions for each section, with guidance on what to include and real examples, so you always know what to write.
Your Personal Affairs Plan brings it all together
A polished, fillable document that holds your answers in the order your family will need them, starting with who to call first.
What your plan covers
Your plan opens with a Start Here page, so whoever picks it up knows who to call first. Then it works through six modules.
Your People
Who matters most, who can help, and anything your family should know
What You Have
Bank accounts, super, insurance, property, other assets and liabilities
Where Things Are Kept
Important documents, and how accounts and information can be accessed
Legal Documents
What's in place and where it's held: will, power of attorney, advance health directive
Practical Guidance
Immediate next steps, household information and guidance for decision-makers
Personal Wishes
Your values, messages to loved ones, and funeral or memorial preferences
Your plan records where your legal documents are held. It doesn't replace a will, power of attorney or advance health directive.
How it works
1
Download both PDFs
Your Companion Workbook and Personal Affairs Plan arrive in your inbox straight after payment.
2
Work through the workbook
Each section explains what to include, with examples. Start wherever feels easiest; there's no deadline.
3
Bring it together in your plan
Type your answers into your Personal Affairs Plan on your own device.
4
Save it, share it, keep it current
Store it somewhere safe, let the right people know where to find it, and update it when life changes.
How long does it take? Some people finish in one sitting. Others prefer two or three. You can do it all at once or come back to it over time, whatever suits you.
Is Self-Guided right for you?
Self-Guided suits you if
You're comfortable working through a structured document on your own
You'd like to go at your own pace, in private
You want to get it done properly, without booking sessions
Concierge may suit you better if
You'd rather someone guided you through each section
Your situation is more involved: a blended family, a business, or several properties
You've been meaning to do this for years and want help getting it finished
"Our family has used Brooke's services and I can't recommend her more highly. Her care, professionalism and attention to detail are second to none. Not to mention the peace of mind."
— Suzanne C
"I'd been meaning to do this for years. The session was calm, easy, and thorough — and the document is something I'm genuinely proud to have done."
— Louise W, Melbourne
"We worked through the plan as a couple and it opened up conversations we'd never had. Highly recommend it to anyone who wants to feel in control."
— James & Paula H, Brisbane
Why I created this
I'm Brooke, a lawyer, mum of three, and the founder of Plan Ahead Co.
I've seen people I love leave their affairs unorganised. Not because they didn't care, but because they didn't know how to start. Their families were left piecing information together at the hardest possible time.
I designed the Self-Guided Plan so anyone can get organised properly, at their own pace and in private.
They do different jobs. Your will says who receives what and who your executor is. It doesn't say which super funds you have, where your accounts are, who should be called first, or what you'd want for your funeral.
That's true whether your will was prepared by a solicitor or done yourself. And if a solicitor holds your will, they won't usually know the everyday details of your life. Your Personal Affairs Plan fills that gap, and makes things easier for your executor and anyone else helping with your affairs.
Is the Personal Affairs Plan a legal document? +
No. It's a personal reference document that records your information and where your legal documents are held. It doesn't replace a will, power of attorney or advance health directive, and it isn't legal advice. For those documents, we always recommend working with a solicitor.
How long does it take? +
Some people finish in one sitting; others prefer two or three. Both documents are yours the moment you purchase, with no deadline, so you can do it all at once or work on it over time.
What do I need to fill in the PDFs? +
Open both documents in Adobe Acrobat Reader, which is free to download. Some browsers' built-in PDF viewers don't save form entries correctly, and Acrobat Reader makes sure your answers are kept.
Where does my information go? +
Nowhere but your own device. With the Self-Guided Plan, we never see or store the personal information you record. You complete everything yourself, and you decide where your plan is kept and who it's shared with. Payment details are handled securely by our payment provider.
Can I update it later? +
Yes. Your plan is a fillable document you keep, so you can update it whenever something changes. We suggest reviewing it every year or two, and after any major life event.
What if I have a question while I'm working through it? +
Just reply to your purchase email and we'll help.
What if my situation is more complicated? +
The Self-Guided Plan works for most people. If you'd prefer support, or your situation is more involved, our Concierge service guides you through it. If you're unsure, book a free 20-minute call and we'll help you decide.
Give the people you love a starting point
Two fillable PDFs, delivered instantly. One payment of $89.
