Estate Planning Readiness

Shows how well your affairs are arranged for the people who depend on you if you die or can no longer manage your own affairs.

Private. Your employer never sees your answers. This is general legal information, not legal advice. Thinking about death is uncomfortable, and many families avoid it. A few simple steps can save the people you love months of stress.

Private: your answers stay on this device and are not saved. You can stop at any time.

I have a valid, signed will that reflects my current wishes.
Someone I trust knows where my original will is kept.
I have reviewed my will since my last big life change (marriage, divorce, a child, buying property).
If I have children under 18, I have named a guardian in my will.
I have thought about whether a trust is needed for young or vulnerable beneficiaries.
My beneficiary nominations on life cover and retirement funds are up to date.
My family could find a list of my bank accounts, policies, debts and property.
There would be enough cash or cover to pay funeral costs and estate costs without selling the family home.
My family knows my wishes about funeral, burial or cremation, and any cultural or religious customs.
I understand that a power of attorney stops working if I lose mental capacity, and I have discussed what should happen then.