DEMO MODEWelcome back, James
Here's an overview of your estate planning
Will Health Score
Last reviewed 2019-03-15
Will Summary
This Will was drafted in 2019 and leaves the entire estate to your spouse Margaret, with your two children as secondary beneficiaries. It does not include provisions for your business interests, digital assets, or a property protection trust. No Lasting Power of Attorney is referenced.
Will Date
2019-03-15
Next Review
2026-03-15
Estate Overview
Executors
2
Inheritance Tax
Review
Beneficiaries
3
Property
Included
Business
Thompson & Co.
Power of Attorney
Missing
Digital Assets
Missing
Risk Level
medium
Executors
Beneficiaries
Document Vault
Last Will & Testament (2019)
will
House Deeds - 12 Oak Lane, Guildford
house deeds
Life Insurance Policy - Aviva
insurance
Thompson & Co. Ltd - Share Certificate
other
Pension Statement - Legal & General
pension
Investment Portfolio - Hargreaves Lansdown
investments
Life Events
business sale
2025-11-01
birth
2016-04-22
house purchase
2018-06-15
Annual Review Reminder
Next review due: 2026-03-15
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