Disclaimer: Not Professional Advice

Last updated: October 2026

What this means

Your instruction book helps you organise the practical details your family would need — accounts, contacts, wishes, and where to find important documents. It helps you think through the questions. It does not replace professional advice, and it is not a will, a power of attorney, or any other legal document. Laws and processes vary by state or territory.

When to talk to a professional

• Wills and estates — for making or changing a will, naming executors or beneficiaries, or anything involving probate, see a licensed lawyer in your state or territory.
• Money and investments — for decisions about pensions, superannuation, or investments, see a licensed financial adviser.
• Insurance — for coverage decisions or claims, talk to your licensed insurance agent or broker.
• Tax — for tax planning or filing questions, see a licensed accountant or tax professional.
• Government benefits — rules for Services Australia payments and superannuation death benefits change; confirm current rules and your own situation with Services Australia and the relevant fund.

Where this appears

This disclaimer is shown at signup, before you begin the interview, and printed in your book's PDF — because it matters every time, not just once.

Questions

info@allsortedbook.com