Adelaide, South Australia · Telehealth consultations available nationally
Advance Care Planning, Estate Readiness and Executor Preparation Services for Australian Families.
Guided advance care planning that puts your future health care wishes into words before they're needed, estate readiness that gets your documents in order, and executor preparation so the person you've chosen knows exactly where to start.
Care & Legacy Advisors are happy to go through the process alongside you.
20 years in aged care leadership
Hundreds of families guided through advance care planning
Based in Adelaide · Australia-wide by telehealth
"Most families find out what their loved one wanted — after it's too late to ask."
It's rarely a lack of love. It's a lack of a plan — a conversation that kept getting put off, a document nobody quite got around to finishing.
01
Wishes assumed, never gently confirmed.
02
Documents scattered, outdated, or missing entirely.
03
Families guessing, during the hardest week of their lives.
Plan. Prepare. Protect. Wherever you are in that journey, you're met by the same steady, familiar person — not a call centre, not a script.
Plan
A guided advance care planning consultation, delivered nationally by telehealth and in person in Adelaide — so your wishes are known, written into your Advance Care Directive, and held safely.
Prepare
A guided estate readiness process — not a DIY manual — covering healthcare wishes, document organisation and executor preparation in one program.
Protect
Probate checklists before they're needed, and hands-on estate administration support across South Australia when they are — every document gathered into a probate-ready pack.
Services
A guided conversation — not a form. We sit with you and your family by video, ask the questions people tend to avoid, and leave you with a completed, legally sound advance care directive.
Available nationally · delivered by telehealth · single session
Prefer to go it alone? Download the Advance Care Planning Workbook ($30) — a companion to your state's official form, question by question.
Plan. Prepare. Protect.
A guided readiness review and planning session, led by a registered nurse — not a manual you complete alone. We help you organise key documents, clarify healthcare wishes, identify decision-makers, and prepare your executor, then leave you with a structured Estate Readiness Folder covering personal, healthcare, estate, financial and digital information.
Available nationally · 90-minute guided consultation · for individuals 50+, pre-retirees, and adult children supporting ageing parents
We do not provide legal advice or complete legal documents.
Also available fully self-guided: Download the Estate Readiness Workbook ($99) — the same structure without the consultation.
When someone dies, the paperwork doesn't pause for grief. We gently compile a probate-ready pack — every document your solicitor needs, organised and complete — so you're not chasing certificates while you're still catching your breath.
South Australia only · tiered by estate complexity
Why this exists
"This isn't a new problem. For twenty years in aged care leadership, I watched it happen to hundreds of families — an older person's voice going quiet at exactly the moment their family was least able to cope."
It's been happening for as long as families have loved each other and put off hard conversations — a parent who could no longer say what they wanted, a family left to guess, at the worst possible time to be guessing. Older people deserve to stay in control of their own decisions for as long as they possibly can. And families deserve real support when that control has to pass to them — not a stack of forms handed over in the middle of a crisis. Care and Legacy Advisors is my way of trying to help: the same advisor beside you from the first conversation through to the last piece of paperwork, so no one's voice gets lost, and no family has to face it alone.
Client Testimonials
Advance Care Planning
"Talking about future healthcare decisions was something our family had avoided for years. Every conversation seemed to end in disagreement or uncertainty. Jane facilitated a family case conference that allowed everyone to be heard in a respectful and supportive environment. For the first time, my wishes were clearly understood by my family, and everyone walked away with confidence about what mattered most to me. I finally felt reassured that my choices would be respected and honoured if a time came when I could no longer speak for myself. It was one of the most important conversations our family has ever had."
— Margaret L., Adelaide
Estate Administration Support
"When Mum passed away, I felt overwhelmed by the paperwork, phone calls and responsibilities that came with managing her estate. Jane organised everything into a clear plan, prepared the information needed for our solicitor and helped us navigate the process with confidence. The service saved me countless hours and removed a huge amount of stress during an already difficult time. Knowing nothing important was being missed gave our family real peace of mind."
— Sarah M., Adelaide
Interstate Family Support
"Living interstate when Dad passed away made everything feel impossible. Jane coordinated the practical arrangements, organised important documents and kept us informed every step of the way. The support saved us multiple trips, significant time away from work and a great deal of worry. Having someone local and experienced managing the details allowed us to focus on our family rather than the administration."
— David and Karen R., Melbourne
Where we work
Care & Legacy Advisors is based in Adelaide, South Australia. We offer in-person advance care planning in Adelaide, and telehealth consultations are available nationally — so family in Perth, Melbourne, Brisbane or regional South Australia can all be part of the same conversation.
Advance care planning and estate readiness consultations are available across Australia, working with your own state or territory's forms. Hands-on estate administration support after a death is available in South Australia.
Advance Care Planning Consultation
$595
Guided 90-minute consultation, one price, agreed before we begin.
Advance Care Planning Workbook, self-guided: $30
Estate Readiness Consultation
$595
90-minute consultation, full assessment, printable workbook, and a personal action plan.
Estate Readiness Workbook, self-guided: $99
Estate administration support (South Australia)
From $4,400
Depending on the number of assets, whether a will exists, and whether the estate is disputed.
A clear scope is agreed before any work begins — always in writing.
Prefer to start on your own?
Secure checkout, delivered straight to your inbox — no appointment needed.
A national, workbook-style companion to your state's official Advance Care Directive form — go at your own pace, then transfer your answers with confidence.
$30
Download the Advance Care Planning WorkbookThe same structure as our guided package, fully self-directed — document locator, financial inventory, executor readiness, and probate-preparation checklists.
$99
Download the Estate Readiness WorkbookPayments are processed securely by Payhip. Your workbook is emailed to you immediately after checkout.
Guides
Estate readiness
Read the guide →
Executor preparation
Read the guide →
Advance care planning
Read the guide →
Probate preparation
Read the guide →
Estate readiness
Read the guide →
Advance care planning
Read the guide →
Questions
Advance care planning is the process of thinking about, discussing and recording the medical treatment and care you would want if you could not speak for yourself. It usually results in an Advance Care Directive and the appointment of a substitute decision-maker you trust.
Estate readiness means having your affairs organised before a crisis: your will, Advance Care Directive and powers of attorney located and current, your assets and accounts listed, your wishes recorded and your executor prepared. It makes life far easier for your family if you lose capacity or die.
Tell them they have been appointed, show them where your will and key documents are kept, give them an organised list of your assets, debts, accounts and advisers, and talk through your wishes. An executor information pack, like the one in our Estate Readiness Workbook, brings all of this together in one place.
No. Care & Legacy Advisors is not a law firm. We guide the conversations, organise the information and help you prepare, and we will always suggest you speak with a solicitor about legal questions such as drafting a will or applying for probate.
Yes. We are based in Adelaide, South Australia, and telehealth consultations are available nationally for advance care planning and estate readiness. Estate administration support after a death is available in South Australia.
Get in touch
Tell us a little about what you need, and we'll get back to you — usually within one business day. Consultations are held by telehealth Australia-wide, or in person in Adelaide.
Thank you — your message has been sent.
We'll be in touch soon, usually within one business day.
Care & Legacy Advisors are happy to go through the process alongside you.
Care and Legacy Advisors ("we", "us", "our") respects your privacy and handles personal information in accordance with the Australian Privacy Principles under the Privacy Act 1988 (Cth).
What we collect on this website
When you use our contact form, we collect your name, email address, phone number (if provided), the service you've asked about, and your message. When you purchase a workbook, payment is processed by Payhip, who collect your payment details directly — we do not see or store your card information.
This site also uses third-party services (Google Fonts, Tailwind CSS, and GSAP, all loaded from their own servers) which may log standard technical information such as your IP address, in accordance with their own privacy policies.
Why we collect it
To respond to your enquiry, deliver a purchased workbook, and — if you go on to engage our services — to provide that service. If you become a client, a separate, more detailed Privacy Collection Notice & Consent Form is provided and signed as part of your engagement.
Who we share it with
Contact form submissions are delivered via FormSubmit to our inbox. Workbook purchases are processed by Payhip. We do not sell your personal information to any third party.
Your rights
You can ask us at any time what personal information we hold about you, request a correction, or ask us to delete information we no longer need. If you're not satisfied with our response, you can complain to the Office of the Australian Information Commissioner at oaic.gov.au.
Contact us
For any privacy question, email janerooke@careandlegacy.com.au.
These terms apply to your use of this website and to any workbook you purchase through it. By using this site or purchasing a workbook, you agree to these terms.
General information only
This website and our workbooks provide general information and guided support only. Nothing on this site, and nothing in our workbooks, is legal, financial or medical advice, and none of it replaces advice from a qualified solicitor, financial adviser, or treating clinician. We are not a law firm and do not prepare or lodge legal documents.
Booked services
If you book a consultation or package (such as Advance Care Conferencing, the Family Estate Readiness Package, or Estate Administration Support), that engagement is governed by a separate Client Engagement Agreement provided and signed at the time of booking, which sets out fees, cancellation terms, and the scope of what is and isn't included.
Workbook purchases
Workbooks are digital products delivered by email or download link immediately after payment. Because they are delivered instantly, purchases are non-refundable once the file has been provided or accessed, except where required by the Australian Consumer Law.
Intellectual property
All content on this website and within our workbooks — including text, structure, and design — is owned by Care and Legacy Advisors and may not be copied, reproduced, or resold without our written permission.
Liability
To the maximum extent permitted by law, our liability arising from your use of this website or a purchased workbook is limited to the amount you paid us. Nothing in these terms excludes any right or remedy you have under the Australian Consumer Law that cannot lawfully be excluded.
Governing law
These terms are governed by the laws of South Australia.
Contact us
Questions about these terms can be sent to janerooke@careandlegacy.com.au.