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Nest Wills Family and Estate Planner

Good advice can only come from good understanding.

This Planner helps me build a full picture of your family, your circumstances and your wishes before I make any recommendations. It usually takes around 45–60 minutes, saves automatically, and you can complete it over a few sittings. Everything you share will be treated in confidence.

Throughout the Planner, “Client One” and “Client Two” simply refer to each of you. If you are completing the Planner on your own, simply complete the questions for Client One.

Your privacy

The information you provide in this Planner includes personal and sometimes sensitive details about you and your family. Nest Wills will treat everything you share in the strictest confidence and use it only to advise you and prepare your estate planning documents. I store your information securely and never sell it or share it for marketing purposes. You can ask to see, correct, or delete your information at any time. Full details are available in my Privacy Notice which can be read here - https://www.nestwills.co.uk/privacy

Please read it before you begin. You will be asked to confirm that you have read and understood it before submitting the Planner.