Free 15-minute call

Future planning check

Put your affairs in order, properly.

Three questions, about two minutes. You'll get a plain-English read on what you need, a checklist you can use today, and the option to book a free 10-minute call.

Takes about two minutes. No cost, no obligation.

Sound familiar?

The mistakes we clean up every week

Putting off the will until it is too late

Family left guessing about your wishes

Estates tied up for months because paperwork is missing

01

A straight answer first

A few short questions and you get a plain English read on where you stand, before anyone talks about fees.

02

The right next step

Some situations need a solicitor. Some only need a solid document. We tell you which one you are in.

03

Built on real matters

Our future planning team runs this triage every week, so the questions come from the mistakes we keep seeing.

How it works

  1. 1

    Answer three quick questions

  2. 2

    Get the list of what to have ready

  3. 3

    Book a session to put it all in place

A little about your situation1 / 3

Question 1

What are you sorting out?

Pick the closest one. You can tell us the detail later.

Tip: press a number to choose, then Enter to continue.

What clients say

Peace of mind we should have had years ago.
Margaret and Jim, retirees
Kind, clear and quick.
Tash, new mum
They made the whole family feel looked after.
Alan, grandfather

Free checklist

What to have ready before you write a will

Bring these to the first conversation and the whole thing moves faster.

Private, confidential and at your pace.

Talk it through with a solicitor
0 of 8 ready

Questions people ask

Before you start.

Does this cost anything?+

No. The check is free and so is the checklist at the end.

What happens with my answers?+

They stay with our team and are only used to point you to the right help. We never sell your details.

What if I need to speak to someone?+

Book a ten minute call at the end and a solicitor will talk it through with you.

Know where you stand before you sign anything.

Finish the check and take away what to have ready before you write a will.

Start now