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Estate Readiness Audit · Tell us about your estate
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Section 1

Your details

Your name and email so we can deliver the audit and confirm your intake. Phone and town are optional.

We will send your confirmation and payment link here. Your audit is delivered to this address.
In case we need to reach you quickly. Not shared.
Section 2

Your estate

A broad picture of your estate position. These three questions frame the most important areas of the audit — value band, who inherits, and how property is held.

Include property, savings, investments, and other assets. Broad estimate is fine — the audit calibrates to the band.
Shapes who inherits under the current estate documents — and whether the current arrangement reflects your intentions.
Affects how assets pass, the IHT position, and who can act if you lose capacity.
Section 3

Assets and arrangements

Pension and business interests are the two most commonly overlooked areas in estate planning. A few questions here shape whether those sections of the audit carry significant weight.

DC pensions become liable for IHT from April 2027 — a significant change for many estates. The audit flags this where relevant.
Section 4

Documents in place

Select every document you currently have in place. The audit maps gaps against what you have — this section determines the priority order.

Only tick documents that are actually signed and in place — not ones you are planning to make. Leave unticked if you are unsure.
Nothing selected — the audit will map all gaps from scratch.
Section 5

What prompted this

Optional — but the more context you give, the more precisely the audit can be framed. What is prompting the audit now?

e.g. 'Planning ahead before turning 60', 'Appointment with a solicitor next month', 'Just received an inheritance', 'Helping my mother understand her position'

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Specific instructions, a complicating factor, or anything that doesn't fit the sections above.

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Fill required sections above to submit
Required: your name, email, estate value, family structure, property, pension, and business interests
Submit your detailsEstate Readiness Audit · £79

Ready when you are.

Prepared by a dedicated Signum specialist — delivered within 2–3 hours of payment. The audit is written for your estate — your value band, your family structure, your documents and gaps. Not a template.

Your audit covers
1
Estate value position
value band, IHT exposure status
2
Document architecture
what is in place, what is missing, priority gaps
3
Property position
ownership structure and what it means
4
Pension status
DC nomination risk, April 2027 flag if relevant
5
Business interests
what needs attention and the right approach
6
Family structure
who inherits under current documents
7
Named priority gaps
what to address first, in what order
8
Questions for professionals
what to ask in the next solicitor or adviser conversation
Still needed to submit: your name · a valid email · estate value · family structure · property position · pension · business interests
Payment link within one hour of submission · hello@valoren.uk

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