How confident are you about your estate planning?
Wills. Lasting powers of attorney. Inheritance. Protecting the people you love.
Most people know they should have this sorted. Far fewer actually do - or feel truly confident that what they have in place is right.
This short review looks at ten key areas of estate planning - and asks you to rate your own confidence in each one, honestly, from 1 to 10.
It takes about two minutes. There are no right or wrong answers - just an honest picture of where things stand right now.
Simply score your confidence from 1 to 10, where 1 means you're "Feeling a Bit Unsure" and 10 means "Completely Confident!"
Your results will help your financial planner understand exactly where you feel confident - and where a conversation might be overdue.
Most people know they should have this sorted. Far fewer actually do - or feel truly confident that what they have in place is right.
This short review looks at ten key areas of estate planning - and asks you to rate your own confidence in each one, honestly, from 1 to 10.
It takes about two minutes. There are no right or wrong answers - just an honest picture of where things stand right now.
Simply score your confidence from 1 to 10, where 1 means you're "Feeling a Bit Unsure" and 10 means "Completely Confident!"
Your results will help your financial planner understand exactly where you feel confident - and where a conversation might be overdue.
Time required: 2 minutes
*You are taking this review anonymously. You will have the option at the end to submit your review results to Foundation Stone Financial Planning Limited