
To use the guide:
1. Select the ''Check Instestacy Position" option from the left menu on the Dashboard.
2. Complete the Intestacy Questionnaire by answering each question on your client's behalf.
As you answer the initial questions the remaining questions will be revealed.
Once the questionnaire has been completed the resulting advice, given in the 'Advice' tab on the right hand document pane will change. This advice tab will describe what happens if your client dies without a valid Will.
The other tabs on the right-hand pane:
We recommend that you use the Intestacy Guide to give your client
accurate advice on what might happen if they die without a Will.