Our toolkit can be completed online or contact us for a hard copy on 08456 000 813 or

Rydym yn croesawu galwadau yn Gymraeg / We welcome calls in Welsh.

Completing the toolkit tasks will:

  • help you collate facts, opinions and goals
  • provide a useful record which your family can use as a basis for future discussions 
  • provide a template for a ‘succession action plan’ which sets out tasks and timelines  
  • save you valuable time when you discuss your requirements with a mentor and your appointed professional advisers