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
Plain English 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.