Understanding our customers

As an organisation we are always striving to be better. But, to do this we need your help. We want to ensure that we create the products you need and deliver the service you expect so, we would be very grateful if you would take a few minutes to, anonymously, share your views on and, experiences with the Wills and estate planning market. All responses will be kept confidential.

Thanking you, in advance, for your time.

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* 1. What is your age group?

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* 2. Do you have any children under 18?

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* 3. Are you a homeowner?

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* 4. Do you have a Will?

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* 5. How long ago did you write your will?

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* 6. Have you ever updated your Will?

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* 7. Where did you go to write your Will?

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* 8. If you have a Will how did you decide on who should write it?

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* 9. If you haven't written your Will yet, what are the reasons why?

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* 10. How would you decide on who should write your Will or where to go for advice about writing a will?

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* 11. Do you have more trust in a Solicitor or a specialist Will writing company?

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* 12. Which of the following do you consider best for your needs?

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* 13. Were you previously aware there are companies (apart from Solicitors) that specialise in the writing of wills?

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* 14. How much would you expect to pay a specialist Will writing company for a standard Will?

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* 15. Do you think that there is a lack of available information when it comes to end-of-life planning?

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* 16. Where would you seek or, advise someone else to seek, end-of-life planning advice?

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* 17. Are you aware that Trusts can be used to protect your share of jointly owned assets, such as your home, after you have passed away?

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* 18. Have you ever been advised to put your entire property into a trust to protect your assets against care home fees?

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* 19. Have you put a Lasting Power of Attorney (LPA) in place (either one or both)?

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* 20. If you have LPA(s) in place- how did you prepare it?

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* 21. If you've not put an LPA in place yet, what are your reasons why? (please pick as many as are relevant)

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* 22. How much would you expect to pay a professional to prepare your LPA paperwork?

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* 23. Do you know the current cost of a funeral/cremation?

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* 24. Do you think it is a good idea to take out a pre-paid funeral plan?

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* 25. Do you already have a pre-paid funeral plan?

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* 26. Do you read any newspapers or magazines?

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* 27. Do have any websites that you visit regularly for news, information or to socialise?

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* 28. Are there any special interest clubs or groups that you belong to?

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* 29. If you would like to speak to us about writing your Will or updating an existing one or any of our other services including; Trusts, Inheritance Tax planning, LPAs and funeral plans - please leave your name, email address and postcode in the box below. Your information will be kept strictly confidential, will not be passed to a 3rd party and you will not be added to any marketing database or distribution list.

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