Will your estate be distributed as you wish?

ScoreMy Estate Planning moves you beyond one-off Wills into proactive, ongoing estate planning. It uncovers overlooked risks, strengthens client relationships, and creates repeatable opportunities for long-term client engagement and revenue.

Simply score your confidence from 1 to 10, where 1 means you're “Feeling a Bit Unsure" and 10 means “Completely Confident!”

Time required: 2 minutes

*You are taking this scorecard anonymously. You will have the option at the end to submit your scorecard results to Foundation Stone Financial Planning Limited