Estate Clarity Review —
Understand your options. No pressure. No Sales
A private consultation to help you understaned your estate planning options — cleary, independently, and in plain English
Independent and unbiased
No products or upselling
Clear, jargon-free explanations
Written summary included.
What this service is
This is a structured, one-to-one conversation designed to help you understand what estate planning options are available to you.
Estate planning typically involves the use of established legal structures — such as Wills and Trusts— to ensure your wishes are carried out and your assets are passed on appropriately.
At present, there are no specific legal products in the UK designed for digital assets. Instead planning in this area involves applying existing legal frameworks the right way.
While Heredix has a particular focus on digital assets, this review also considers your wider estate.
You'll gain a clearer understanding of the options available across both traditional and digital aspects of your planning.
This review is designed to help you understand how these options may apply to your situation — without bias, sales pressure or unnecessary complexity.
We'll talk through your current situation, what matters to you, and any concerns you may have. Based on what you choose to share, you'll recieve a clear, impartial overview of the approaches you may wish to consider.
This is not about selling you anything — it's about helping you make informed decisions.
What's included
A private Zoom consutation (typically 45-60 minutes)
A structured but relaxed discussion
Clear explanation of the legal structures commonly used in estate planning.
A written summary after the session, including.
Your key objectives
Important considerations
Options you may wish to explore
What This is Not
No product sales
No recommendations or referrals
No pressure to proceed
No obligation
Who This is For
You're unsure what estate planning you need
You want to understand your options before speaking to a provider
You don't want to be sold to
You want a clear, independent starting point
Book Your Estate Clarity Review
