Supporting Your Client Beyond Legal Documents

A practical, printed system that helps clients organise the personal and household details that sit outside of legal documents.

Designed to reduce confusion, stress and gaps in essential information for executors and loved ones.

Open Handbook of Your Life binder showing organised end-of-life planning sections and document storage system

A Will & Other Legal Documents Cover the Legal Side. This Covers Everything Else.

After a client leaves your office the legal framework is in place. But the practical details are often not. That’s where families can be left struggling. 

Each handbook is structured to organise the practical details of life in a clear, accessible way.

Designed to complement – not replace – legal advice

What’s Included

Practical System

  • Durable zip-around binder
  • Tabbed internal sections
  • Insert sleeves for documents
  • Rear mesh storage pocket
  • Built-in 2DocLock™ Security System
  • Designed for discreet home storage
  • Lightweight and easy to carry

Core Sections

  • Personal Information
  • All About the Children (if applicable)
  • Household & Financial Affairs
  • Key Contacts & Support
  • Documents & Important Records
  • Digital Life & Logins

Guided Completion

  • Welcome Pack with step-by-step instructions
  • Completion Tracker & Notes Companion
  • Video guides for the 2DocLock™ system
  • Detailed Table of Contents for fast, easy navigation
  • Designed for ease of use under pressure

Ongoing Support

View the Handbook Hub for full details of ongoing support, including:

  • Customer Resources Portal
  • Weekly Zoom Sessions
  • Loved Ones Support
  • Blog Articles
  • Awareness Calendar
  • Newsletter

Preview the Couples Handbook

Browse from the front cover through to each section — this is how the handbook guides you step-by-step.

Tip: Click the full-screen icon to zoom.

For Solicitors & Estate Planning

Handbook of Your Life is designed to support your clients beyond their legal documents – without adding complexity to your workflow.

You can:

  • Recommend it as a practical companion to a Will or estate plan

  • Offer it to clients who need help organising their personal affairs

  • Provide it as part of a broader client care approach

No training required. The handbook is a complete, self-contained personal affairs management system.

Clients follow the Welcome Pack and use the Customer Resources Portal to work through it independently, while you continue to provide legal guidance.

Community Partner Option

Solicitors and Estate Planners can participate as a Community Partner with flexible options:

  • Keep handbooks on hand for clients with a 10% partner margin (typically offered to clients at standard retail pricing)
  • Refer clients and receive a 10% partner referral benefit when they nominate your organisation

These options can be used together as part of your client support approach.

You can also choose to direct your 10% to your organisation or one of our supported charities.

Want to know more about our Community Partners Program? Click here

Community partner support icon representing guided client support and end-of-life planning assistance

Explore Handbook Options

All handbook kits come professional printed, bound and ready to use – no setup required.
Choose the kit that fits your stage in life or current circumstances.

Free shipping on all orders over $79.00

Singles Handbook Kit

For individuals who want their affairs organised so their loved ones are prepared if something happens.

$119.95

Couples Handbook Kit

For partners who want to protect each other and make sure nothing falls through the cracks if the worst happens.

$149.95

Couples with Children Handbook Kit

For families who want both parents’ information documented and their children’s care covered — all in one place.

$179.95

Single Handbook Kit

For solo parents carrying full responsibility. so the people who love your children know exactly what to do.

$159.95

Carers Handbook Kit

For those managing someone else’s care, so that everything is documented, ready to hand over.

$139.95

Health Event Handbook Kit

For anyone wanting to be prepared for illness or incapacity, so life keeps running smoothly while you focus on recovery.

$159.95