If something happened to both parents, who would legally care for your children? *

We have legally appointed guardians in our will

We've discussed it with family but haven't made it legal

We assume family would figure it out

We haven't considered this scenario

Do you have Power Of Attorney documents in place? *

Yes, both financial and health decisions covered

Yes, but only for financial matters

No, but I understand why I need them

No, I'm not sure what these are

How are your assets currently structured? *

Everything is jointly owned and clearly documented

Most things are joint, some individual accounts remain

Mix of individual and joint assets, not sure about implications

Haven't thought about how ownership affects inheritance

If you died tomorrow, would your family know exactly what you own and where to find it? *

Yes, everything is documented and easily accessible

Most things are documented, some gaps remain

Some documentation exists but it's scattered

No, most of this information is only in my head

Are your beneficiaries up to date on all accounts, pensions, and life insurance? *

Yes, reviewed within the last 12 months

Yes, but it's been a few years since I checked

Some are updated, others I'm not sure about

I haven't reviewed these in years or ever

Have you planned for inheritance tax implications? *

Yes, we have a clear strategy to minimize tax

We understand the basics and have some protection

We know it might be an issue but haven't addressed it

We haven't considered inheritance tax at all

First name *

Email *