Your Free Estate Health Check
Answer 10 quick tick-box questions about your family, home and plans, and see straight away where the gaps are in your current arrangements. You'll get clear next steps from our advisers, with no charge and no obligation.
Your Estate Health Check
In just a few minutes, find out where the gaps are in your current arrangements and see the steps PJH Estate Planning would recommend.
Estate Health Check: FAQ
Not sure whether the health check is right for you? Here are answers to the questions people ask most often. From how long it takes and what it costs to what happens to your answers and what we do next.
Start my health checkYes. There's no charge for the health check, and no obligation to go any further. If you'd like an adviser to talk you through your results, that first conversation is free too.
Around three minutes. There are 10 tick-box questions about your family, your home and any plans you already have in place. You don't need any paperwork to hand, and you can go back and change an answer at any point.
No. Your results appear on screen as soon as you've answered the questions. Nothing is sent to us unless you choose to share your results with an adviser and fill in your details.
Yes. Marriage, divorce, new children, moving house or changes in the law can all affect whether a will still does what you want. The health check also looks beyond your will, at Lasting Powers of Attorney, guardians, trusts and protecting your home.
No. Your results are a guide, based only on the answers you give. They highlight areas that may need attention, but the right solution depends on your full circumstances, which is why we recommend talking them through with one of our advisers.
An adviser will review your answers and get in touch to arrange a chat. We can meet you at our offices or in your own home anywhere in South Wales, West Wales, Hampshire and Dorset, and Wiltshire and Somerset, or talk over video if you prefer. If anything is time-sensitive, we'll prioritise your enquiry.