Your individual will
Work through your family, executors, gifts, estate, and wishes, then decide when the structured summary is ready to submit for review.
For clients
Your estate planning, guided at your pace and reviewed by a person.
Prepare an individual will, coordinate separate mirror wills with a partner, or set out instructions for either type of England and Wales LPA. Keep the wider estate in one private place and speak securely with the adviser who already knows you.
What you can expect
No need to finish in one sitting
Your progress saves as you move through the journey.
Private while you are working
Your adviser cannot open unfinished will or LPA instructions.
A person to come back to
Ask questions, receive updates and see agreed actions in the secure portal.
A route back when life changes
Marriage, divorce, children, a move, or other changes can start a review.
Choose the right journey
Separate choices, brought into one clear place.
Coordinated mirror wills
You and your partner each join and consent separately. Your drafts, decisions, documents, and execution records remain independent—not one shared will.
Both LPA preparations
Prepare donor instructions separately for a property and financial affairs LPA, a health and welfare LPA, or both, before human review.
Your wider estate
Keep a private record of important assets, liabilities, pensions, policies and trusted contacts, then choose exactly what to share.
What LPA preparation means here
Testament records your proposed choices for review. It does not create signatures, act as a certificate provider, produce an official LP1F or LP1H form, send an application to the Office of the Public Guardian, or show that an LPA is valid or registered. Those legal steps follow the service agreed with your adviser.
The will journey
One question at a time, with the important decisions brought back together.
- 01
Join securely
Open the invitation sent by your adviser and establish your private session.
- 02
Work through the questions
Tell us about family, executors, gifts, your estate, and your wishes in plain English.
- 03
Read it back
Check a structured summary and correct anything before you submit.
- 04
Complete human review
Respond to reviewer questions, understand the outcome, and follow the signing and witnessing guidance provided for your service.
- 05
Keep it current
Record execution, keep a signed scan if enabled, and report later life changes.
When something needs more care
The journey does not pretend every family or estate is simple.
Business interests, overseas assets, trust wishes, agricultural property, exclusion concerns, or questions about capacity can change the route. They raise a flag for a human conversation rather than producing improvised legal wording.
What a flag means
- You can still finish the guided questions and review your summary.
- The flag identifies a topic for the configured reviewer or legal partner.
- It does not diagnose your situation or make an automated legal decision.
- A specialist can take over where the guided route is not appropriate.
Your choices and access
Private by default, shared for a clear reason.
Unfinished answers
Your working will or LPA instructions belong to your session. Advisers see progress status, not the content itself, until submission or resubmission.
Signed-will scans
A stored scan remains private unless you grant a linked adviser access to that specific document.
Changing your mind
You can revoke a document grant so it cannot be used for a new adviser download.
Common questions
Before you begin
How long does it take?
The guided questions are designed for roughly 15–20 minutes for a straightforward will. You can stop and return rather than complete everything at once.
Can my adviser see what I type?
Not while the draft is unfinished. The adviser can see journey status; the structured review view becomes available after you submit.
What if my situation is complex?
The journey raises bounded flags for human review. Unsupported complexity does not produce guessed or AI-written legal wording.
Are mirror wills one shared document?
No. Each person has a separate account, draft, review history, document, and execution record. Joining or leaving the coordination does not let one person open the other’s private answers.
Does a reviewed LPA preparation mean my LPA is registered?
No. It means the instruction set is ready for the agreed next step. Official forms, signing, witnessing, certificate provision, notification, and OPG registration happen separately.
Is Testament available across the UK?
Will journeys are scoped to England and Wales. Scotland and Northern Ireland require different legal routes.
What will it cost?
Your adviser firm decides how fees are presented and will explain the service and review arrangement before you begin.
Already invited by your adviser?
Use the secure link in your invitation. It identifies the firm and opens the right branded journey.
Use my invitation