Reactive planning workspace
The simulator responds beautifully across desktop, tablet and mobile so families can review options at a glance.
UK estate planning simulator
Make legacy planning feel clear, calm and manageable.
Legacy Protector helps UK families compare estate planning strategies, estimate liability, and prepare the right documents for their chosen path.
What the platform does
- Collects the basics of your circumstances, assets and beneficiaries
- Shows how different options might affect tax and complexity
- Provides checklists for documents and executor tasks
- Offers a subscription for custom draft documents and future updates
UK strategy intelligence
Explore inheritance tax, probate, beneficiary fairness, and executor readiness with clear, practical levers.
Document and action checklists
Track the documents, signatures, and legal steps that are needed for each recommended route.
Subscription
£6/month
Includes document draft packs, tailored guidance, and alerts when the UK rules change.
- Custom document drafts for executors and beneficiaries
- Rule-change alerts and strategy refresh recommendations
- Priority access to planning checklists and support
Built for
Families, executors and advisers
Use the simulator before a solicitor meeting to compare pathways and ask sharper questions.