Step 1 of 4 - Section A — Home

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Section A — Family

Questions about your relationship and family arrangements.

What stage are you currently at?*

Planning to marry / start a life together

Cohabiting / living together

Married / in a relationship (not separating)

Separated / considering separation

Divorce or court process already underway

Prefer not to say

Have you been married before (is this a second or later marriage for you)?*

Yes — my divorce is final or my former spouse has died

Yes — my separation or divorce is in progress

No — I have never been married before

Prefer not to say

Do you have children from a previous relationship?*

Yes — they are financially dependent

Yes — they are over 18 / independent

Prefer not to say

Do you have any specific arrangements in place to protect their inheritance?*

Yes — protected by a Will or trust

Not yet — I intend to update a Will or create a trust

No protection in place

Prefer not to say

Are there any court orders, separation agreements, or ongoing maintenance obligations that affect you?*

Yes

Prefer not to say

If yes, which best describes your situation?*

A certified court order or formal separation agreement exists

There is an informal written arrangement (emails/messages)

I am not sure what applies or do not have the documents

Prefer not to say

Has anyone in your family expressed expectations that certain assets should remain in your birth family or pass to specific relatives?*

Yes

Prefer not to say

If yes, which best describes your situation? (Select all that apply)

There is a family trust or documented conditional gift

Family expectations have been communicated verbally but not formalised

Another arrangement (please briefly describe)

Prefer not to say

Please provide details

Section B — Money

Questions about your financial assets and interests.

Do you own, or have a meaningful interest in, a business or company (shares, partnership, sole trader)?*

Yes

Prefer not to say

If yes, which apply? (Select all that apply)

Formal proof of ownership exists (Companies House/share certificates)

Shareholder/partnership agreement exists

Recent accounts or a valuation are available

Documents exist but I don’t have them to hand

Prefer not to say

Do you hold investments you want to keep separate (e.g. ISAs, shares, funds, or bonds)?*

Yes

Prefer not to say

Do you hold cryptocurrency, NFTs, or other digital assets of material value?*

Yes

Prefer not to say

If yes, which applies?

I can provide wallet/exchange statements or transaction history

I hold assets but do not have clear records

Prefer not to say

Are you expecting to receive money or assets in the future (share awards/options, dividends, inheritance)?*

Yes

Prefer not to say

If yes, which applies?

Formal documents or grant letters exist

Written confirmation or schedules exist

I expect future receipts but there are no documents yet

Prefer not to say

Do you have business debts, personal guarantees, or other creditor exposure?*

Yes

Prefer not to say

If yes, which applies?

Formal loan agreements or a debt schedule exist

I have signed personal guarantees or can identify them

I’m not sure / documents not available

Prefer not to say

Do you have a Will?*

Yes — current and reflects my situation

Yes — but out of date

Prefer not to say

Would you like your spouse / partner to be named as a beneficiary of any assets?*

Yes — already named

Yes — intend to but not documented yet

Prefer not to say

Do you have life insurance or other policies with nominated beneficiaries?*

Yes — nominations up to date

Yes — policies exist but nominations need updating

Prefer not to say

Are there any other estate-planning documents affecting distribution (letters of wishes / deeds of variation)?*

Yes

Prefer not to say

Do you have a Lasting Power of Attorney (LPA) in place?*

Yes — Health & Welfare and/or Property & Financial Affairs

In progress / intend to put one in place

Not sure

Prefer not to say

Optional Section — Cultural

These questions are for people who have entered into a religious marriage (for example a nikah), whether in England & Wales or overseas. A religious marriage does not always provide the same legal protections as a civil marriage in England & Wales.

Have you entered, or are planning to enter, into a religious marriage (e.g. a nikah)?

Yes

Prefer not to say

Where did the religious marriage take place?

England & Wales

Outside England & Wales

Prefer not to say

This helps identify whether the marriage may be recognised under English law.

Was the marriage registered as a civil/legal marriage in the country where it took place?

Yes — it is legally recognised

No — it was religious only

I'm not sure

Prefer not to say

Does the religious marriage include mahr or other financial obligation?

Yes — it is recorded in writing

Yes — it was agreed verbally only

Not sure

Prefer not to say

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Submit to see your Red / Amber / Green status across Home, Family, Money and Cultural. No contact details are required.

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Are you interested in receiving a personalised in-depth PDF report?*

Yes

For £15, you will receive a report with more information based on your answers.

Acknowledgement*

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Legal Wellbeing Scan

Section A — Family

Section B — Money

Optional Section — Cultural

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