Will PlanningDo you have a current Will? *Yes, professionally prepared and recently reviewedYes, but it hasn’t been reviewed for several yearsYes, but I’m not sure whether it is still appropriateI’m not sureNoHas your Will been reviewed following any major life changes? *Examples: marriage, divorce, children, grandchildren, death of a beneficiary, major property acquisition.YesNo major changes have occurredMajor changes have occurred but I haven’t reviewed itNot sureAre you confident your Will reflects exactly who you want to inherit? *YesMostlyI’m not sureNoAre your executors still appropriate and willing to act? *YesI’m not sureNoLasting Powers of AttorneyDo you have a Property & Financial Affairs LPA? *YesNoNot sureDo you have a Health & Welfare LPA? *YesNoNot sureHave your LPAs been reviewed to ensure the people appointed are still appropriate? *YesNoNot sureDon’t have LPAsFamily & Beneficiary ProtectionIf you have children, are you confident your Will adequately provides for them? *YesNoNot sureNot applicableIf you have children under 18, have you formally considered guardianship arrangements? *YesNoNot sureNot applicableDoes your estate planning take account of any stepchildren, previous marriages or complex family relationships? *YesNoNot applicableProperty & Asset PlanningDo you know how your main property is legally owned? *YesNoNot applicableIf you own property jointly, have you considered whether the current ownership structure fits your estate-planning wishes? *YesNoNot sureNot applicableHave you reviewed how your Buy-to-Let/investment properties fit into your overall estate plan? *YesNoNot applicableTax & Wealth PlanningHave you had your potential inheritance tax position professionally reviewed? *Within the last 2 yearsMore than 2 years agoNoNot sureHave you considered how your estate could be affected by inheritance tax under current legislation? *Yes, professionally reviewedYes, but I’m not sureNoHave you considered whether trusts or other estate-planning arrangements could be appropriate for your circumstances? *Yes, professionally reviewedYes, but haven’t taken adviceNoNot sureProbate & Estate Administration — 10 pointsDo your executors/family know where your important estate-planning documents are? *YesNoNot sureHave you made your wishes regarding your funeral/important personal matters known? *YesPartiallyNoHave you considered what would happen to important digital accounts/assets? *YesNoNot sureHave you reviewed your estate plan within the last few years? *YesNoNot sureFamily Wealth Protection ScoreSubmit
