Estate Planning Health Check

Are you ready to find out if you’re doing all you can to protect the ones you love?


Click HERE and sign-up to watch our Willing Wisdom Webinar featuring the author of the book himself, Dr. Tom Deans


Did you know the Trust Register is going live next year – 2022? What does this mean for you?
It means that if you have set up a Trust with Penguin, or a previous Financial Adviser or Solicitor, it is vital that you, and your Trustees, attend this event!

Click here to register and make sure you are up to date on this vital information.



When was the last time you reviewed your Will? Or put the right Lasting Power of Attorney in place? When was the last time you had the awkward conversation with your family about life after death? 

If all of these seem daunting, you’re not alone. 

The Willing Wisdom Index™ is the perfect opportunity for you to conduct your own Estate Planning Health Check and find out what more you could be doing to protect your family and loved ones. The free report scores you out of 100 and provides you with a checklist of no nonsense, helpful actions that you can apply to make sure your family is protected for every eventuality. 

The Covid-19 pandemic is an unprecedented event that has shaken the lives of many thousands of people across the UK and, for many more, has brought the need to evaluate and review their current situation sharply into focus. 

Help to keep your family safe, no matter what happens, by clicking below and completing your Estate Planning Health Check for your free report.



If you have any questions about the your Estate Planning Health Check or you’d like to speak to a member of the Penguin Advice Team about the relevant options available to you and your family, please click here



Want to see how a report looks?
Penguin founder, Craig Palfrey, has shared his report below. There’s still some room for improvement.





By choosing to share your report with us you are agreeing to be contacted by the Penguin team. If you do not wish the be contacted, you can unsubscribe at any time. Please be especially aware that any data shared with Penguin will never be sold or passed on to a third party. Your report and any accompanying data is fully secure and protected. For more information please view our Privacy Policy.  

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