Estate Planning Checklist Guide

Free Resource for QLD Families

Is Your Family Actually
Protected If Something
Happens to You?

Get the free Estate Planning Checklist built specifically for Queensland families — covering everything from your Will and Power of Attorney to superannuation, guardianship, and protecting your home.

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The Reality

Most Queensland families are unprepared — and they don't know it

Super doesn't automatically go to your family — it can be captured by the wrong hands if your nominations are wrong or lapsed
Jointly owned property doesn't always pass to the survivor — it depends entirely on how the title is held
Without an Enduring Power of Attorney, your family may be unable to manage your finances if you become incapacitated
Blended families face disputes that tear apart even the most well-intentioned estates — without the right structure
Digital assets, crypto, and online accounts are frequently lost forever when families don't know where to look

“Most families don’t realise there’s a gap until it’s too late to do anything about it. The good news is that getting organised is simpler than most people think.”

— Kate Redman, Estate Planning Solicitor, QLD

What's Inside

Everything your family needs — in one structured guide

This isn’t a generic template. It’s a QLD-specific checklist that walks you through every area of estate planning in plain English.

The 15-Minute Family Snapshot

Quickly map out your family structure, key decision-makers, and documents you already have — including a "if I died tonight" scenario test.

Asset & Liability Inventory

A complete one-page inventory sheet covering property, super, investments, business interests, digital assets, insurance, and debts.

Your People Plan

Who does what — executors, trustees, guardians, attorneys, and enduring guardians. Understand the roles and make the right appointments.

Core QLD Legal Documents

A clear checklist for your Will, Enduring Power of Attorney, Advance Health Directive, and super nominations — and what each one actually does.

How Assets Actually Pass

The section that surprises people most. Joint assets, super, trusts, insurance — each one works differently. Know what you don't know.

Step-by-Step Action Plan

A printable 5-step weekly plan to go from zero to fully organised — plus a review cadence so your estate plan stays current as life changes.

QLD Family Situations

Decision trees for blended families, young children, family conflict, adult kids, and dependants with disability — so you get the right structure.

Meeting Prep Checklist

Exactly what to bring to your solicitor — so your first appointment is efficient and nothing is missed.

QLD FAQ + Worksheets

Common questions answered plainly — probate, DIY Wills, joint tenancy, super, and Will challenges. Plus printable templates and worksheets.
How It Works

From zero to organised in five steps

1. Gather

Inventory your assets, list your key people, and collect your existing documents

2. Decide

Choose executors, guardians, and attorneys — and plan how you want assets distributed

3. Document

Draft and sign your Will, EPOA, and AHD — and update your super nominations

4. Store

Secure your originals and tell the right people where everything is kept

5. Review

Check in every 2–3 years, or when life changes — marriage, kids, property, or a death in the family
What Families Say

Real families. Real peace of mind.

★★★★★

“I had no idea our super wasn’t going to our kids automatically. Kate’s checklist made us realise we had the wrong nominations in place. We fixed it in a week.”

Sarah M.

Brisbane, blended family of five

★★★★★

“Simple, clear, and actually relevant to our situation in QLD. Other checklists we found were full of generic advice that didn’t apply here. This one was different.”

David & Karen T.

Gold Coast, retirees

★★★★★

“We finally sat down and worked through it together. We both agreed — this is the most useful thing we’ve done for our kids. And it only took a weekend to get sorted.”

James H.

Sunshine Coast, two young children

About Kate

A QLD solicitor who believes every family deserves clarity

Kate-Redmand
Solicitor — Queensland
Estate Planning Specialist
Wills, Powers of Attorney & Succession

Plain advice that protects real families

Kate Redman is a Queensland solicitor specialising in estate planning, Wills, Powers of Attorney, and succession. She works with families across QLD to help them get organised before it becomes urgent — not after.

Over the years, Kate has seen firsthand what happens when families are unprepared: delays, disputes, unnecessary costs, and assets that don’t end up where they were intended. That’s why she created this checklist — a practical, plain-English guide that gives Queensland families a clear starting point.

Her approach

Kate’s focus is clarity over complexity. She doesn’t believe estate planning has to be overwhelming or expensive to start. Her goal is to help every QLD family understand what they have, what they need, and what to do next — in language that makes sense.

If you download the checklist and want to take the next step, Kate offers consultations for Queensland families who are ready to put their documents in place properly.

When You Need Professional Advice

Some situations are too complex to DIY

The checklist is a great starting point — but if any of these apply to you, it’s worth speaking with a solicitor before you finalise anything.

Blended family or children from a previous relationship
Business interests, company shares, trusts, or partnerships
Large superannuation balances or a Self-Managed Super Fund
Property or assets held overseas
Family conflict, estrangement, or a high risk of someone challenging the Will
A dependant with a disability or special needs
Common Questions

QLD estate planning — answered plainly

Not always. Probate is required when an asset — most often real estate held solely or as tenants in common — needs to be transferred and the institution holding it requires a court order to release the funds or transfer title. Assets held jointly, superannuation, and life insurance typically don’t require probate. Your solicitor can advise based on your specific asset mix.

Technically yes, but handwritten or online DIY Wills are the most common source of disputes and invalid documents we see. QLD has strict requirements for signing and witnessing. For straightforward situations, a professionally drafted Will is often more affordable than people expect — and significantly reduces the risk of problems later.

Super does not automatically form part of your estate and is not controlled by your Will. Instead, it’s distributed by the fund’s trustee. A valid Binding Death Benefit Nomination directs where it goes — but only if it’s current and correctly completed. Lapsed nominations give the trustee discretion, which can produce unexpected outcomes.

Joint tenants means the surviving owner automatically inherits the other’s share — regardless of what the Will says. Tenants in common means each person owns a defined share that forms part of their estate and is distributed under their Will. Many couples own their home as joint tenants without realising the implications, particularly in blended family situations.

In Queensland, eligible persons — which includes spouses, children, and certain dependants — can apply to the court for further provision from an estate under the Succession Act 1981. A well-structured estate plan with proper documentation significantly reduces the risk and cost of such claims.

No — and it’s not designed to be. The checklist is an educational resource to help you understand what estate planning involves, take stock of your situation, and prepare for a conversation with a solicitor. It is not legal advice, and nothing in it creates a solicitor-client relationship. For your specific circumstances, always consult a qualified Queensland solicitor.

Take the First Step

Get your family organised — starting today

Download the free QLD Estate Planning Checklist and know exactly what you have, what you need, and what to do next.

No cost. No obligation. QLD families only.