1. Don't have a will yet? You're not alone.
Almost half of Australians die without a valid will. Even among those who’ve made one, it can be outdated, missing, or unclear. The result? Families scrambling through paperwork, facing delays, disputes, and expenses at the worst possible time.
This book explains in simple terms how to create a will that reflects your current life — including blended families, stepchildren, overseas assets, or if you're going through a divorce. It also shows what a will can and can’t do, and why relying on good intentions (“my partner will do the right thing 🤷”) often doesn’t work out the way people hope.
2. Adult children helping ageing parents
It can be tough to raise the topic of wills, powers of attorney, or funeral plans with parents — especially if they’re reluctant to “go there.” But having clear documents and plans in place can avoid enormous stress later.
Wills, Death & Taxes Made Simple offers gentle ways to start the conversation, and includes real stories from readers who’ve dealt with everything from missing documents to family fallouts. It also breaks down how Centrelink, superannuation, and aged care costs intersect — and how to keep financial records in a way that makes life much easier for the next generation when the time comes.
3. For people in blended families or with complex relationships
Modern families don’t always fit into neat boxes. There might be stepchildren, ex-partners, adult children from previous relationships, or informal caregiving arrangements. These situations are often where estate disputes arise — especially if someone feels overlooked or surprised.
Wills, Death & Taxes Made Simple outlines how to approach estate planning when family dynamics are layered or fragile. It explains how to protect the interests of vulnerable beneficiaries, how to document your wishes clearly, and when tools like testamentary trusts or letters of wishes might help. Importantly, it gives you the language and structure to think through these decisions without being overwhelmed.
4. For executors who’ve just lost someone
If you’ve been named the executor of someone’s will, it can feel like an honour — and a burden. There are forms to complete, debts to settle, tax returns to file, and family members looking to you for answers.
This book explains what to do — and in what order. It demystifies probate, shows how to handle super and insurance, and shares tips for things most people don’t think of (like updating insurance on an unoccupied home, or redirecting mail). Many readers have said they wish they’d had this book when they were going through the process themselves.
5. For retirees who want to keep things simple for their family
You may already have a will. But is it up to date? Do your kids know where it is? Does it cover super, digital assets, and what happens if you lose capacity before you die?
Wills, Death & Taxes Made Simple encourages you to think beyond “who gets what” and look at the full picture — things like appointing an enduring power of attorney, documenting medical wishes, storing records clearly, and even pre-thinking funeral preferences. These might seem like small things, but they can make a world of difference during a difficult time.
A guide to avoid confusion, conflict, and unnecessary cost
Wills, Death & Taxes Made Simple isn’t about fear or worst-case scenarios. It’s about getting organised, reducing confusion, and making life easier for the people you care about. The tone is steady, calm, and compassionate. You’ll find checklists, real-life examples, and explanations that cut through jargon and help you take action — without rushing or getting overwhelmed.
Whether you’re doing this for yourself or helping someone else, this book is a solid place to start.
Click to buy: Wills, Death & Taxes Made Simple Ebook now