Free Will review

Welcome!

Thank you for choosing Life Is Too Short Limited for your Free Will Review.

How this works...

Book in a 15 minute initial call with an adviser by clicking the button below and selecting your preference of date and time...

BOOK A 15-MINUTE INITIAL CALL

OR

~Upload your current Will & answer the following questions to help us provide you with the most comprehensive review possible.

~ Your answers will be reviewed by one of our senior advisors.

~ You’ll receive a recorded video sent via email.

Please upload a scanned copy or clear photo of your current Will here

When was your current Will created?

Have you experienced any significant life changes since your Will was last updated? (Please select all that apply)

Marriage or divorce (or in the process of either)

Birth or adoption of children

Death or Change of Relationship of an Executor / Guardian / Beneficiary

Death of a beneficiary

Significant change in financial situation

Purchase or sale of major assets (e.g. property, business)

Move to a different country

Damage to current Will

None of the above

Do you have any children?

Yes

No

If yes, how many?

Do you own a business?

Yes

No

If you do own a business, are you:

Director

Shareholder

Self Employed

Other

Approximately what is the total value of your estate? (Including property, savings, investments, and business assets)

Do you own property?

Yes, my main residence

Yes, multiple properties

No

Do you own any property abroad?

Yes

Yes, multiple properties

No

Do you have any of the following? (Please select all that apply)

Life insurance policies

Pensions

Investments or shares

Foreign assets

Are there any specific concerns you have about your current Will or estate plan?

Are you interested in learning more about any of the following? (Please select all that apply)

Inheritance Tax Planning

Trusts

Lasting Power of Attorney

Business Succession Planning

What is your number one priority around your Will planning? *

What is the best time to contact you for any follow-up questions? [Time preference options - Day / Evening?] *

First Name *

Last Name *

Email *

Phone *

It would be really helpful if you could share how you heard about us? *

If you have been referred to Life Is Too Short by someone, please provide their name here.

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Wills and all other Estate Planning services are produced on behalf of Life Is Too Short Limited

by Prestige Legal Services, Matrix at Dinnington, Nobel Way, Sheffield, S25 3QB