Quiz

Wills & Estate Planning Check

A short quiz to highlight whether your will and estate planning foundations are in place.

Frequently asked questions

How often should I review my will?

A review is sensible after major life changes and at least every few years. Changes to family circumstances, assets, or tax rules can all affect whether your current documents still reflect your wishes.

Do I need Lasting Powers of Attorney as well as a will?

A will covers what happens after death, while LPAs help if you lose capacity during life. Many families use both so decisions can still be managed smoothly in either scenario.

Can this quiz replace legal advice?

No. This quiz is a general information tool to help you prepare for a professional discussion. Your position depends on legal drafting, tax context, and personal circumstances.

What happens next

  • •Review the areas flagged in your result
  • •Book a wills and estate planning call to prioritise next actions
  • •Use your result summary as a checklist for your planning discussion

Related service

For personalised advice tailored to your circumstances, explore our Wills Estate Planning service.

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For UK consumers only. Information is general and not personal advice. We may work with regulated advisers where required.