Do I need property or bank documents?
No. This planner asks for asset types, such as property or savings. You won’t need to enter account numbers or asset values.
Choose who inherits, what they receive and who carries out your wishes.
Start my planThe people I want to leave my estate to:
Your planning summary records your wishes; it is not a legal will. Check the requirements of your chosen registration route before arranging drafting and signing.
Legal services and registration are arranged separately.
No. This planner asks for asset types, such as property or savings. You won’t need to enter account numbers or asset values.
You can edit each section from the review screen without re-entering your other answers.
If you have children under 18, you can record a proposed guardian in your plan. Naming them here records your preference; it does not legally appoint them.
Your answers stay in this tab until you refresh or leave. Download your summary to keep a copy.