Legal Professionals
Better prepared clients. Better estate planning outcomes.
Help clients organise the practical information that sits alongside their legal documents, reducing uncertainty for families and improving preparedness.
Why This Matters
The evidence behind the urgency.
Research and industry evidence demonstrate significant gaps in preparedness and estate planning.
- 50%+
of Australian adults do not have a valid or up-to-date Will, leaving families without clear direction.
Australian Law Reform Commission (2017)
- 100s
of hours commonly spent by executors on probate, asset management, account closures and notifications.
Victorian Law Reform Commission (2016)
- 82%
of Australians believe their families do not fully understand their end-of-life wishes.
McCrindle Research for AFDA/Funerals Australia (2021–2022)
- 15%
of funerals are pre-planned, meaning most families decide during a period of grief.
McCrindle Research for AFDA/Funerals Australia (2021–2022)
The Problem
What professionals in this industry experience today.
Lawyers regularly encounter clients whose legal documents are in order, but whose practical preparedness is not.
- Have wills but no practical planning
- Have not identified decision-makers
- Have not communicated wishes
- Have not organised important information
- Leave families unprepared
Research conducted by McCrindle for Funerals Australia demonstrates several critical gaps in preparedness:
- Only around 15% of funerals in Australia are pre-planned, meaning the vast majority of families must make complex decisions at short notice during a period of grief.
- 82% of Australians believe their families do not fully understand their end-of-life wishes, increasing the risk of conflict, uncertainty and emotional distress when decisions must be made.
- 60% of Australians have been involved in organising a funeral, demonstrating the widespread community impact of deathcare and bereavement responsibilities.
Sources: McCrindle Research, Funeral Industry Trends Report and State of the Nation research for the Australian Funeral Directors Association, 2021–2022.
The Critical Info Preparedness Pathway
One pathway, tailored to your client journey.
Critical Info complements wills, powers of attorney, enduring powers of attorney and testamentary trusts by helping clients document the practical information families often need during illness, incapacity or death.
- Wills
- Powers of Attorney
- Enduring Powers of Attorney
- Testamentary Trusts
A practical preparedness layer that extends the value of the legal work you already do.
Benefits
Outcomes that matter for your practice.
- Better prepared clients
- More complete instructions
- Enhanced client experience
- Ongoing engagement opportunities
- Improved family preparedness
How It Fits Into Existing Workflows
A natural step inside the journey you already run.
- Client
- Estate Planning Meeting
- Critical Info Preparedness Pathway
- Family Preparedness
- Ongoing Review
Early Outcomes
Measurable behaviour change, not just awareness.
The Critical Info approach has demonstrated measurable behaviour change through preparedness and end-of-life planning pilots.
- 90%Took practical planning action
- 80%Updated important documents
- 70%Started conversations with family
- 78%Reported planning felt easier
- 60%Reported high confidence discussing end-of-life planning
What these outcomes mean
Participants are not simply learning about preparedness. They are taking practical action by:
- Organising important information
- Identifying decision-makers and key contacts
- Updating important documents
- Starting conversations with family members
- Increasing confidence around planning and end-of-life discussions
Next step
Explore how Critical Info could fit into your existing workflow.
Supporting better prepared clients, families and decision-makers.