Will Review Service: the Legacy Care Plan
Our Will review service: storage, yearly reviews and a new Will every 3 years, from £10 a month.
Why a Will goes out of date
Most Wills are written once and then quietly left alone. That’s fine, until something changes. Any of these is a good reason to look again:
Getting married
an existing Will is cancelled on the day, unless it was written with that marriage in mind.
Divorce
once the final order is made, gifts to your former spouse, and their appointment as executor, fail as though they had died on that date — which is rarely what people expect.
A new child or grandchild
make sure your Will still provides for the newest members of your family.
Moving house
a new home can change what you own and how you would like it to pass.
Losing touch
a beneficiary you no longer know how to reach can delay everything.
An executor who can’t act
someone who has died or moved abroad may no longer be able to take charge.
Updating your Will is as easy as 1-2-3
No forms to fill in and nothing to chase. Just let us know what’s changed.
Tell us what's changed
A phone call or an email is enough. There are no forms to complete and no appointment to book unless you’d like one.
We draft it
We prepare the update — or the new Will, if it needs one — and send it over for you to check. Changes until you’re happy, as always.
We post it out
Your updated Will arrives printed, with a Signing Guide where one’s needed. Once it’s signed, post it back and we’ll keep it safe in place of the old one. We’ll destroy your old Will securely, or return it to you if you’d rather keep it.
What's included in the Legacy Care Plan
One plan, one monthly price — your Will stored, reviewed and kept up to date for you.
Single
£10/month
- Fireproof cabinet storage for your Will and any related documents
- A password-protected copy for you and your executors
- An annual review and reminder from us
- One update a year (up to ten minor changes), drafted and posted to you
- A brand-new Will every three years, included
- Free registration with Certainty, the National Will Register
- Executor release of your Will when it's needed
- 10% off our other Wills services
- Ongoing support — call us whenever something changes
Couple
£18/month
- Fireproof cabinet storage for your Wills and any related documents
- A password-protected copy for you and your executors
- An annual review and reminder from us
- One update a year (up to ten minor changes), drafted and posted to you
- A brand-new Will every three years, included
- Free registration with Certainty, the National Will Register
- Executor release of your Wills when it's needed
- 10% off our other Wills services
- Ongoing support — call us whenever something changes
Printing and posting are included every time. There's nothing further to pay for the updates themselves.The plan looks after a Will we've written for you. If yours was written elsewhere, we'll talk you through making a new one with us first, and you can join once it's in place.Joining is done over the phone. The plan is tied to your Will and your circumstances, so we'd rather have a short conversation first and make sure it's the right thing for you.
Is this the right plan for you?
Two plans, depending on how often your Will is likely to need changing.
Safe Will Plan — from £3 a month
Your Will kept safe and findable: fireproof storage, a password-protected copy, an annual reminder to review it, and release to your executors when it’s needed. When you want a change, you let us know and we quote for it. Ideal if your wishes are settled.
Legacy Care Plan — from £10 a month
Everything in the Safe Will Plan, with the updates handled for you: one update a year (up to ten minor changes) and a brand-new Will every three years, both included and posted out. Nothing further to pay when life shifts. Ideal if your circumstances are still changing.
Not sure which? Give us a ring on 01865 507174 we'll help you work out which plan fits.
Minor change or a new Will?
Not every change needs a new document. We’ll tell you plainly which one you need.
A minor update
replacing an executor or guardian, a new name or address for an executor, trustee, guardian or beneficiary, a small change to a gift amount, or updated contact details. One is included every year.
A new Will
adding a clause, changing who inherits the residue of your estate, or reshaping your wishes. Included every three years.
Your Will is written by a full member of the Society of Will Writers, working to their Code of Practice and holding full professional indemnity insurance. We're professional Will writers rather than solicitors — the same legally sound documents, usually at a lower fixed fee.
Part of your wider estate plan
Keeping your Will current is one piece of good estate planning. Many of our clients also hold a Lasting Power of Attorney, so someone they trust can act for them if they ever can’t.
Two free guides to help you decide
The Legacy Care Plan Overview sets out what the plan covers, what’s included each year, and how the three-year Will works — all in one place to read at your own pace.
The Savings Guide compares what the included updates would cost if you paid for each one separately, so you can see plainly whether the plan is worth it for you.
Will review service — common questions
Yes — the plan looks after a Will we’ve prepared for you. If yours was written elsewhere, we’ll talk you through making a new one first, and you can join once it’s in place.
A change of name or address for an executor or beneficiary, or a detail that needs correcting. One is included every year: we prepare your updated Will and post it to you to sign in front of two witnesses. For anything that changes the substance of your Will, we prepare a new Will — and that’s included every three years.
It is. No further fee, and printing and posting are covered too. If your circumstances haven’t changed, we’ll simply confirm your existing Will still reflects your wishes.
Just tell us. We’ll look at it together and tell you plainly what’s needed — we won’t leave you waiting on a date if something important has changed.
Yes, at any time. If you’d still like your Will kept safe, we can move you across to the Safe Will Plan instead — you keep the storage, the annual reminder and executor release, at £3 a month for a single Will or £5 for a couple. Or if you’d rather hold it yourself, we’ll return your original to you.
We destroy it securely once the new one is signed, or return it to you if you’d rather keep it. Your Will is only ever released to you or to the executors you’ve named.
Give us a ring on 01865 507174, or leave your details below and we’ll call you back. We’ll check the plan is the right fit and set it up over the phone.
Join the Legacy Care Plan
Leave your details and we’ll call you back to talk it through — what’s included, which plan suits, and whether it’s the right thing for you. No pressure, no obligation.