Step 1 of 6

Are you making a Will alone or as a couple?

This helps us work out whether a single Will or mirror Wills are right for you.

Just meI want to make a Will for myself only
Me and my partnerWe want to make Wills together with matching or similar wishes
Step 2 of 6

Do you have children or dependants?

If you have children under 18, your Will can appoint guardians to care for them.

No children or dependants
Yes — all adultsChildren over 18, no guardianship needed
Yes — including children under 18We’ll include guardian appointments in your Will
Step 3 of 6

Do you own property?

Property ownership can affect how your estate is structured and whether trust planning may help.

No, I don’t own property
Yes — one residential property in the UK
Yes — multiple properties or a property abroadIncludes buy-to-let, second homes, or overseas property
Step 4 of 6

Do any of the following apply to you?

Select the option that best describes your situation. These factors may mean a more detailed Will is needed.

None of the below — straightforward situationStandard beneficiaries, no trusts or overseas assets
I want to include a trustE.g. to protect assets for children or vulnerable beneficiaries
I have foreign assets or overseas property
Blended family or complex beneficiary arrangementsE.g. children from previous relationships, step-children
Step 5 of 6

Would you like a Memorandum of Wishes?

This is a personal document that sits alongside your Will. It’s non-binding but lets you set out specific gifts, funeral preferences, and guidance for your executors.

No thanksJust the Will
Yes please — add a Memorandum of Wishes+£100 + VAT alongside your Will
Not sure — I’d like to discuss this
Step 6 of 6

Your Details

We’ll use these to send your personalised summary and have a specialist follow up within 24 hours.

Your Recommendation

Your Will Has Been Matched

Based on your answers, here is our recommendation.