Get clear on where you stand, in under 10 minutes.
There’s a question we often ask, and it usually lands a little heavier than expected:
If something happened to you yesterday, would your family actually know what to do?
Not just emotionally, but practically.
- Would they know where your Will is?
- Who your Executors are?
- Whether you’ve put Lasting Powers of Attorney in place?
- How to find your Pensions, Investments or policies?
- Would the important details be clear, or would people be left guessing?
Most people instinctively say “yes”. But when they think about it properly, it is often more like, “I think so.”
That gap, between thinking and knowing, is where the real problems tend to sit.
Start your Legacy Health Check
Free to complete. Takes 5–10 minutes. No preparation needed.
A simple way to find out
The Legacy Health Check is a short, guided process designed to help you understand how prepared things really are today.
It is straightforward, practical and easy to complete.
Start your Legacy Health Check
See an example report
If you’d like to see what the output actually looks like, you can view a real example before completing your own.
View example report (PDF)
Start your own Legacy Health Check
Why this matters
This kind of planning is easy to delay.
But without clarity, families can face unnecessary stress and confusion at the worst possible time.
Take the first step
It doesn’t need to be perfect. It just needs to be clearer than it is today.
Start your Legacy Health Check
This is not personal Financial Advice.
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