Free Interactive Tool

AI Estate Planning Health Check

Answer a few simple questions and get a clear, personalised picture of where your estate planning stands — in about five minutes.

Let's check where you stand

This quick check looks at the key parts of your estate planning — your Will, Guardians, Power of Attorney and more — and gives you a clear, jargon-free summary with practical next steps.

About 5 minutes

A dozen simple questions, no preparation needed.

Clear & reassuring

Clear, jargon-free guidance, never pushy or alarming.

Yours to keep

See results on screen and download a PDF summary.

This tool provides general guidance to help you understand your situation. It is not formal legal or financial advice.