Legacy fundraising for charities

Generate legacy income by offering your supporters an online will writing service,
including legal advice and personalised changes by a regulated law firm.

Our supporter engagement programme, together with a printed and bound wills service ensures the
best possible supporter experience and will completion rate.

Service features

Testator identity verification to mitigate contested wills (coming soon).

Online advisors to guide customers to the most appropriate documents based on their needs and circumstances.

A range of wills and supporting estate planning documents suitable for England, Wales, Scotland and Northern Ireland.

Outbound engagement programme by our regulated legal team to provide advice and support, ensuring supporters complete their will.

Review, advice, bespoke changes and sign-off of documents by our regulated legal team.

An extensive range of legal guides written in plain English by lawyers (not AI) suitable for England, Wales, Scotland and Northern Ireland.

Wills are printed and bound then sent 1st Class via Royal Mail together with instructions on what to do next.

Attestation verification confirmation, mitigating contested wills (coming soon).

Legacy and supporter insights reporting.

How our smart document preparation works

Customers are asked a series of smart, interactive questions and given help and guidance along the way - just like a solicitor would face-to-face.

As they answer, all the necessary information is gathered and the document drafts in real-time, tailoring clauses to produce a personalised and high-quality legal document.

After completing their document, customers can securely submit it through the platform to our regulated legal team for review, advice and bespoke changes to ensure it suits their unique needs and circumstances.
  1. i. Survey conducted by Money Saving Expert
  2. ii. Survey conducted by Levi Solicitors
  3. iii. Report published by TFN
  4. iv. WPNC YouGov on Lifelong Legacy: The Value of Will Donations from Millennials and Gen X report