Your family story deserves more than a someday plan.

Take a short Family Legacy Check, choose how you may be contacted, and decide separately whether your details may be shared for a professional will and estate-planning consultation.

Start the 3-minute check How your information is protected

No advice in the formNo pre-ticked consentNo marketing signup

What happens next

1
Share the basics
No ID number, balances or will contents.
2
Choose permissions
Enquiry and referral choices stay separate.
3
Professional follow-up
Only through the channel and time you select.

You remain in control.Withdraw at any time.

Life changes can be useful prompts to review what you have in place.

The form routes a conversation. It does not assess legal validity or product suitability.

Choose your context

A check shaped around where life is moving.

Each route collects the same minimum information and uses the same consent controls.

Homeowners

A useful check after buying, selling or owning property.

Open this check →02

Newly married

Review whether current arrangements still reflect a new chapter.

Open this check →03

Parents

Start a professional conversation without submitting children's details.

Open this check →04

Business owners

Identify the right next conversation without sharing financial data here.

Open this check →

Minimum information only

Your choices, captured clearly.

We ask for enough to route the enquiry and no more. Referral permission is optional and must be given before anything can be shared.

Separate consent records
Server-recorded timestamp and versions
Global withdrawal and suppression control
Three contact attempts over seven days at most

Not requested

ID numbers, financial balances, health information, beneficiary details, children's details or will contents.

Built for accountable handling

Permission is a record, not an assumption.

Respond

The required enquiry permission covers this request only and is not marketing consent.

Refer

A second optional choice is required before the approved data can be shared.

Withdraw

A global suppression process stops activity and preserves the minimum audit evidence.