Use a guided planning worksheet without mistaking it for a will

Start with information you know

Record your details, important people, assets and wishes in manageable steps. Leave a question in your notes when something needs checking. You can return later instead of guessing.

Reuse your saved information

Use your existing account, device, adviser and contact entries as a starting point. Check copied information carefully: a saved snapshot may no longer reflect the latest circumstances.

Talk about proposed responsibilities

If you are considering someone as an executor or guardian, discuss the role and their willingness. Your worksheet records a preference; it does not appoint them to a formal legal role.

Keep formal documents separate

LastConnect’s guided worksheet is a planning aid, not a generated legal will. Ask a qualified local professional about any document or formal appointment you need, and keep the signed originals in suitable storage.