Free Estate Planning Diagnosis

Check if your Legal Planning is up to speed

My free Estate Planning Review is with obligation, but as a small personal business, I do ask that you be kind enough to use the service only if it is genuinely of interest.

I reply personally to each review request. You don’t have to put in a phone number, but if you would like a chat, just pop your number in. The email is essential though!

Clearly, without examining your documents in detail, the reply will be generic guidance, but I hope you may come back to me for (paid!) full and detailed advice! But if not, you will at least have an idea of what needs doing.

Steve 01323 766 766 Click for Prices. Guarantees. Experience.   Reviews.  Enquiries

Legal Planning Diagnostic Quiz

Yes No
Will: Year made: Type if known:

Advance Directive: Year made:

Enduring Power of Attorney: Year made:

LPA – Property & Finance: Year made:

LPA – Health & Welfare: Year made:

Trust(s) if so, reason for trust/s:
No Yes
If yes, type Sole trader/ Partnership / Ltd Company:

My Assets:
Our Assets (if you have a domestic partner / spouse):
Partner’s Assets (if you have a domestic partner/ spouse):

Yes No
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