Your Last & Greatest Gift
Your Estate Plan, and Everything They'll Need to Act On It
Built by Kerri O'Connell - Irish Chartered Tax Adviser and STEP-qualified estate planning specialist. Thirty years in tax, including trust and estate planning since qualifying as a STEP practitioner in 2010 - now her full-time focus at Tax for Humans.
Delivered instantly to your inbox.
If you dropped dead tomorrow, would the people you leave behind know what you actually wanted - and be able to find and access the financial information they'd need to carry it out?
Most people can answer the second question about some parts of their financial life: their pension, their mortgage, their insurance. Far fewer can answer the first one at all.
That's not a failure of organisation on your part. It’s because nobody has ever handed you a structured way to work this through. Your Last & Greatest Gift covers both pieces - what you intend, and everything they'll need to act on your intentions.
What it is
Built specifically for Irish tax and succession law, this Guide is delivered instantly to your inbox and walks you through two documents, worked through in a few focused sittings, over a couple of weeks, in your own time.
Part A takes you through every consideration that matters - the family home, your beneficiaries, income continuity for whoever depends on you, and your assets - and ends with a completed Estate Intention Summary: a clear, structured statement of your wishes, ready to bring to a solicitor.
Part B is the Executor Readiness File - a complete record of your accounts, policies, and assets, so the people you leave behind aren't left guessing at the worst possible moment.
What early readers of the Your Last & Greatest Gift Guide have said:
“I love that you don't have to have it all sorted in your head before you start.”
“The worksheets helped me move from thinking about it to organising my thoughts more clearly.”
What Your Last & Greatest Gift isn't
The Estate Intention Summary is not a will.
It's what makes your meeting with a solicitor effective rather than exploratory - the thinking is already done and written down, in plain English, before you're paying someone by the hour to extract it from you.
Why it's worth it
If you sat down with a solicitor to work through your family circumstances, your wishes, and how you want the estate divided, you'd realistically be looking at several hours of solicitor time before a will could even be drafted.
A solicitor can turn your decisions into a valid will - they can't make those decisions for you. What's fair between your loved ones, what should happen to the home, who you actually trust to act: that thinking is yours to do, and it goes better worked through at your own kitchen table than decided on the spot in a solicitor's office.
And the separate task - tracking down every account, policy, and asset so someone else isn't left guessing - is work that either you do now, in your own time, or your family does later, when grief and uncertainty leave little room for it.
Your Last & Greatest Gift does both pieces of thinking and gathering first - so when you do sit down with a solicitor, that time is spent making it legally binding, not working it out on the hoof, or worse, asking them what you should do.
Get Your Last & Greatest Gift - €125. Delivered instantly to your inbox, ready whenever you are.
Before you start
No prior knowledge required, and no need to have your paperwork sorted before you begin - that's exactly what the Your Last and Greatest Gift Guide is for.
Done privately, at your own pace, in stages. Nobody else needs to be involved until you choose to.
If your situation feels more complicated than a generic guide could handle, the structure here is built to work through that too - it doesn't assume things are simple. And where you'd value a second, expert pair of eyes, that's what the Structured Estate Review, the next step after the Guide, is for: the confidence that nothing's been missed that could hurt you, or someone you love.
Built for Irish law throughout - wills, solicitors, Capital Acquisitions Tax and the rest all assume an Irish-resident estate. If you live outside Ireland, or your estate isn't governed by Irish law, this Guide won't be the right fit for you.
Why now
There's no deadline on this offer, and no reason to manufacture one. The real limitation is that nobody, including you, knows the date this becomes necessary - an illness, an accident, or ordinary bad luck can mean someone else has to step in and manage your affairs at any time, with no warning and no way to schedule around it.
There's no such thing as doing this too early. The sooner it's done, the sooner that quiet worry is gone - and most people don't know how much relief that brings until they feel it.
Why Kerri
It wasn't a qualification that taught me the depth of this work - it was watching clients describe genuine relief once their full picture was finally in view. I've worked through this Guide myself, and I've guided many people through exactly these decisions.
What I know now that I wish I'd understood earlier: there is a real process underneath this work, and following it gets you to the end - as the person whose family never has to guess.
More feedback from early Guide readers
“It made me think - but not panic.”
“I felt I would have a proper output from the guide while also understanding it to be a ‘living’ document - it will change throughout my life.”
Get started
Your Last & Greatest Gift - €125. Delivered instantly to your inbox.