Having all the bank accounts solely in the name of the person who passes... which then all get frozen until probate is granted. Which takes way too long for the rest of the family to survive on fresh air.
Life is hard when information is scattered across emails, folders and memory.
Essetly gives families one private place to keep life's essentials organised, current and easy to access.
Start with one document or build your profile over time.
Join 57 others already on the waitlist.
Families already know this problem exists.
Real people, real situations, from across the internet.
My sister died suddenly, intestate. Took two years to tie up. I made a will, made provisions for my kids, updated my life insurance, added binding nominations to my superannuation.
It's something you actively have to think about now that most of our lives are digital. My husband handles half the paperwork and I wouldn't have a clue how to access it upon his death.
A lot of families have one person in charge of bills and the mortgage and the other is clueless. This always becomes a problem when the person dies.
As a young widow who was totally unprepared... beyond the shock and grief and money issues there was the very real problem of never ending phone calls and trying to figure everything out.
They technically had their ducks in a row regarding estate planning fundamentals, but what they're lacking is organisation of things so there's a continuity of operation for their personal affairs.
Having all the bank accounts solely in the name of the person who passes... which then all get frozen until probate is granted. Which takes way too long for the rest of the family to survive on fresh air.
My sister died suddenly, intestate. Took two years to tie up. I made a will, made provisions for my kids, updated my life insurance, added binding nominations to my superannuation.
It's something you actively have to think about now that most of our lives are digital. My husband handles half the paperwork and I wouldn't have a clue how to access it upon his death.
A lot of families have one person in charge of bills and the mortgage and the other is clueless. This always becomes a problem when the person dies.
As a young widow who was totally unprepared... beyond the shock and grief and money issues there was the very real problem of never ending phone calls and trying to figure everything out.
They technically had their ducks in a row regarding estate planning fundamentals, but what they're lacking is organisation of things so there's a continuity of operation for their personal affairs.
Founder story
Why I built Essetly
During COVID, my dad experienced a serious health condition. In an already emotional moment, my family also had to think about where important information was, what needed attention and whether everyone had access to it.
We wanted to focus on each other, not search for documents, accounts and essential details.
My dad is well now, and we were fortunate. But not every family gets more time to organise what matters. I created Essetly so families can prepare calmly, before a difficult moment arrives.
Shivam Yogi
Founder, Essetly
Keep life's essentials organised, current and easier to share.
Bring information in from uploads, email or manual entry, keep it connected to the right people and dates, and review suggested updates before saving.
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Bring information in
Bring information in from uploads, email or manual entry so important details do not stay buried in inboxes and folders.
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Organise life essentials
Keep documents, insurance, assets, contacts and key information organised in one place.
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Track and share safely
Connect reminders, renewals and permission-based access so the right people can find the right details when needed.
One place for the details families actually need.
Practical information, connected to the people and dates around it.
Not another storage folder. Essetly helps everyday family information stay organised, current and easier to act on.
Documents & records
IDs, legal documents, invoices, council rates, warranties and files that should not disappear into folders.
Assets & liabilities
Property, vehicles, accounts, mortgages, loans and obligations, connected to supporting documents.
Insurance & renewals
Policy details, renewal dates, expiry dates and linked documents kept together for easier review.
People & access
Trusted contacts, beneficiaries, advisors and emergency contacts, with permission-based sharing.
Reminders & key dates
Renewals, expiries, due dates and review dates visible before they become urgent.
Review before saving
Essetly can identify useful information and suggest updates. You decide what gets saved.
You're always in control.
You decide what gets saved, choose who can access your information, and can remove access whenever you like.
Questions people ask first.
Clear answers before anyone connects sensitive family information.
What is Essetly?
Essetly is a private workspace for life's essential information, including records, assets, liabilities, insurance, reminders, contacts and family access.
Is it only for finances?
No. You can organise financial information, but Essetly is broader than finances. It is for the practical information a family may need when something has to be found quickly.
Who owns the information I add?
You retain ownership of the information you add. Essetly uses it to provide the service and the features you choose to use.
Can I track assets and liabilities?
Yes. Essetly can help you record property, vehicles, accounts, mortgages, loans and other obligations alongside related documents.
Can it handle council rates, invoices and renewals?
Yes. These can sit in documents with dates, references and reminders so they are easier to review later.
Does Essetly replace lawyers, accountants or financial advisers?
No. Essetly helps organise information and access. It does not replace professional legal, accounting or financial advice.
How does Essetly organise information?
Essetly can help identify useful information and suggest updates. You decide what gets saved as part of your records.
Does Essetly automatically save suggested updates?
Some document metadata may be captured to help organise files. Meaningful changes should be reviewed by you before they become part of your records.
How does email import work?
Email import is optional. You choose what Essetly should look for and can bring information in from uploads, email or manual entry.
Can email access be disconnected?
You can disconnect email access in Essetly where available, and you may also need to remove Essetly access in your email provider account settings.
Can family members access my information?
Only what you choose to share. You stay in control of who can see what.
Can I export or delete my information?
You can request export or deletion by contacting Essetly. Some information may need to be retained where required for legal, security or operational reasons.
What should I add first?
Start with insurance policies, property or asset information, emergency contacts, key documents and reminders for dates that matter.