Tools

Estate planning readiness check.

Answer a few practical questions about your family, assets, will and LPA. The result helps you spot what deserves attention before a consultation.

Property branch

Start with your property situation.

Property checkIt would be useful to confirm how property ownership affects my family.Property ownership impact is unclear.

WillI have a valid will that still reflects my current wishes.Will instructions may be missing or outdated.

ExecutorI have chosen someone suitable to administer my estate.The person who should carry out your wishes may be unclear.

BeneficiariesI know who should receive my assets and whether any person needs staged support.A trust or staged payout may be worth discussing.

CPF nominationMy CPF nomination is updated.CPF proceeds may not follow your will or current intentions.

InsuranceMy insurance nominations are updated.Insurance proceeds may not reach the intended people smoothly.

LiquidityMy family can access cash while estate matters are being settled.Your family may face short-term cash pressure.

DocumentsMy family knows where key documents and contacts are kept.Important records may be hard to find when needed.

DependantsIf children, parents or dependants rely on me, there is a care and funding plan.Care support may not be funded clearly.

TrusteeThere is a suitable person to manage funds for a young or vulnerable beneficiary.A trustee or staged payout structure may be missing.

ReviewMy estate documents have been reviewed after major life or asset changes.Your plan may no longer match your current family situation.

LPA statusI have already made a Lasting Power of Attorney.LPA may be missing.

Donee choiceI have chosen donees who can act calmly and responsibly.Donee choice may need more thought.

WillWill instructions may be missing or outdated.

Will Writing or Legacy Review

LPA statusLPA may be missing.

LPA Form 1 guidance

DependantsCare support may not be funded clearly.

Children or dependant care planning

LiquidityYour family may face short-term cash pressure.

Estate liquidity review

LPA Form 1For standard appointments.

Usually suitable when you want to appoint donees using the standard powers in the prescribed form.

LPA Form 2For customised powers.

May be needed where special restrictions, conditions or unusual arrangements are intended. This typically requires legal drafting and certification.

Next stepBring the result to a review.

Your answers can guide a conversation about Will Writing, Trust Planning, LPA or a broader Legacy Review.

Request a review

Your score is only a starting point. A review helps turn the summary into a clearer analysis, practical next steps and greater peace of mind.