Are you prepared?
This assessment is designed to help you evaluate your preparedness for estate planning. Answer the following questions to identify areas where you may need to take action to secure your legacy.
Purchase our full Estate Planning Fact Find to get a full bespoke report about what you need.
We start with a complimentary consultation to understand your needs and objectives. This allows us to provide clear, tailored guidance from the outset.
Once our services are agreed, we’ll onboard you as a client and go through a simple fact find to gather information such as your beneficiaries, and executors.
Our team will then draft your documents using our specialist software ready for you to review.
Draft copies of your documents will be sent to you via email for you to double check the information and spelling are correct.
our documents will then be printed on official paper and sent to you for signing along with signing instructions. If you have paid for storage you will be given instructions on where to send your completed documents.