Resources

Plain-English guides to the things that matter.

Estate planning is full of terms and assumptions that can make people feel uncertain about where to start. Our resource library is designed to educate first, so you can make informed decisions about what's right for you.

Knowledge hub

Everything you need to know, explained clearly.

Wills

  • Why a Will is not enough
  • What happens if I die without a Will?
  • Do married couples need separate Wills?
  • How often should I review my Will?
  • When should I review my Will?
  • Executor checklist

Articles coming soon

Lasting Powers of Attorney

  • Do I need a Lasting Power of Attorney?
  • What happens if I lose capacity?
  • My spouse can't act for me automatically: can they?
  • I'm too young for an LPA: am I?

Articles coming soon

Trusts

  • What is a trust?
  • Do I need a trust?
  • What is a Protective Property Trust?
  • What is a Family Asset Protection Trust?

Articles coming soon

Property

  • What happens to jointly owned property?
  • Estate planning for landlords
  • Estate planning for property investors
  • Ownership structures explained

Articles coming soon

Family

  • Estate planning for blended families
  • Estate planning for parents of young children
  • Vulnerable beneficiaries: what you need to know
  • Guardianship, what it means and why it matters

Articles coming soon

Business

  • Estate planning for business owners
  • What happens to your business if you die?
  • Business Powers of Attorney
  • Shareholder succession planning

Articles coming soon

Life Organisation

  • What information should my family know?
  • What should go in a Handover?
  • What happens to digital assets?
  • What happens when someone dies?

Articles coming soon

The questions that start better conversations

You have a Will. But does anybody know where it is?

If you were in hospital tomorrow, who would know which bills need paying?

Could your family find every bank account you own?

When did you last read your Will?

If any of these made you pause, the What If? Test will help you see where you stand.

Take the free What If? Test