Prepare for professional advice
Before You See a Solicitor
- Quote-comparison worksheets
- Questions to test trust proposals
- Meeting scripts and a one-page brief
£1922-page PDF
Preview guide 
Independent estate-planning information for England and Wales
Understand estate planning before you pay for it.
Use a free, private Estate Check to understand your broad position, spot areas worth exploring and prepare better questions before you pay for professional help.
England & Wales Information only No legal, tax or financial advice
Your 60-Second Estate Planning Check
What Could Your Family Actually Inherit?
Get a simple snapshot of your estate, whether Inheritance Tax could potentially affect it, and which areas of estate planning may be worth understanding.
Your figures are calculated in your browser and are not sent to EPN.
This tool provides general educational information only. It does not provide financial, legal or tax advice. Results are indicative and depend on the information you provide.
Questions people actually ask
Start with what brought you here
Read a free plain-English answer or return to the Estate Check before deciding whether you need a workbook or professional advice.
Will our children actually inherit what we expect?Could our estate face Inheritance Tax?Do we really need a trust?Should we become tenants in common?What changes with pensions from April 2027?How do I help Mum and Dad get organised?Can I make an LPA myself?When is professional help worth paying for?
Practical PDF workbooks
Choose the guide for your next step
Each guide solves a different preparation problem through worksheets, checklists and ready-made scripts you can use at home.
Help your parents
Helping Mum and Dad Get Organised
- Conversation prompts and meeting plan
- Document, LPA and contact checks
- Parent-led scripts and action plan
£2924-page PDF
Preview guide 
Organise your own estate
Family Estate Preparation Pack
- Estate dashboard and inheritance maps
- Trust, gifting and pension questions
- Professional handover and 90-day plan
£4929-page PDF
Preview guide Best value
The Complete Estate Planning Guide Collection
Your own estate, helping parents and preparing for professional advice. All three workbooks in one joined-up collection.
£69Save £28 · £97 separately
View collection Secure checkout and automatic delivery are being connected. You can preview each guide now and join its launch list without making a payment.
Free six-page PDF
Start with the 12-point family checklist
Use 12 clear questions to spot broad gaps in your family’s arrangements and decide what to explore next. Your download does not require marketing consent.
Free official-source answers
Understand an issue before paying for help
Clear explanations of wills, LPAs, trusts, property ownership, gifts and Inheritance Tax, with links to the underlying sources.
How the information is built
Useful information should earn your trust
Estate Planning Navigator is an independent educational publisher. It is not a law firm, accountancy practice, trust corporation or FCA-authorised financial adviser.
Primary sources first
Rule-sensitive information is checked against GOV.UK, HMRC and other authoritative sources.
Rules are dated
The website and every guide show when the relevant information was last reviewed.
Information, not advice
We explain the issues and questions without pretending one answer is right for every family.
Clear professional boundaries
We show where preparation can be done at home and where qualified help may be worth paying for.
Practical questions
Before you use or buy a guide
What is Estate Planning Navigator?
An independent educational platform that helps families understand estate-planning questions before buying documents or professional services.
Is this legal, financial or tax advice?
No. EPN provides general educational information only. It does not provide personal legal, financial, tax, investment, pension or care-funding advice.
Does this replace a solicitor?
No. The tools and workbooks help you organise facts, understand questions and use professional time more effectively. Complex or high-risk matters still need appropriately qualified advice.
Are the guides for the whole UK?
No. The legal content is written for England and Wales. UK tax rules can apply more widely, but succession, capacity, property and care rules differ in Scotland and Northern Ireland.
What format will I receive?
Each paid product is a downloadable PDF workbook designed to read on screen or print for personal household use. Secure checkout and delivery will be handled by the payment platform once connected.
What happens if tax rules change?
Rule-sensitive material is dated. The website rules were last checked 14 September 2026. Check current official sources and obtain professional advice where the consequences matter.
Start with clarity
Understand the issues, then choose the right level of help
Take the free educational check first, or preview all three practical workbooks in the complete collection.