1. Eligibility
The LegacyCare Plan is available to clients who have created a valid Will with My Local Solicitor Ltd. Enrolment is subject to confirmation by us and may be declined at our discretion.
2. Scope of Services
The LegacyCare Plan includes the following benefits:
– One annual update to your Will (limited to basic amendments such as executors, addresses, guardians, gifts, or beneficiaries).
– Secure encrypted digital storage of Wills, LPAs, and key legal documents.
– Physical storage of your original Will, with free return upon request.
– Annual Legacy Review communication (via email or post) confirming documents held, personal assigned lawyer’s details, and recommended actions.
– Free registration of your Will with the National Will Register (normally valued at £50 plus VAT).
3. Lifetime Benefit Guarantee
If you pass away while a member, your executor receives:
– Executor Support Toolkit.
– 30-minute phone consultation and practical guidance documents upon death.
– Executor priority access to our probate support team with a 24-hour response time (weekdays only).
– Member-only discounted probate fees.
4. Exclusions
This plan does not include:
– Drafting a new Will from scratch.
– Amendments that involve substantial changes to the structure or contents of your Will beyond the permitted basic updates.
– Creation or revision of complex trusts, estate tax planning, or bespoke legal advice outside the standard amendment scope.
– Full probate administration services (available separately at a member discount).
5. Fees & Payment
The LegacyCare Plan is billed at £6.99 plus VAT per person, per month. You may choose to pay monthly by Direct Debit or to pay the full annual amount upfront at the time of joining. The plan requires a minimum commitment of 12 months from the start date. At the end of each 12-month period, the plan will automatically renew for a further 12 months unless you cancel in accordance with these Terms and Conditions. All Direct Debit payments are securely processed by our third-party payment provider.
Cancellation
Your Right to Cancel (Cooling-Off Period)
You have the right to cancel your LegacyCare Plan within 14 days of entering into the agreement, without giving any reason. If you cancel within this period, you will receive a full refund of any payments made. To exercise this right, you must notify us clearly in writing within the 14-day period.
Minimum Commitment Period
After the 14-day cancellation period has expired, your plan will be subject to a minimum 12-month contract. During this period, cancellation is not permitted, and no refunds will be provided for early termination.
Cancelling After the Minimum Term
You may cancel your plan after the initial 12-month commitment by providing 30 days’ written notice. Upon cancellation, all plan benefits will cease at the end of the notice period. No partial refunds will be issued for unused portions of annual subscriptions.
Client Responsibilities
Although we will contact you every November to review your documents, it is your responsibility to notify us of any changes to your personal circumstances (e.g., address changes, births, deaths, marriage, or divorce) that may affect your legal documents or communication between us. You must ensure we hold accurate and up-to-date contact details.
Termination by Us
We reserve the right to terminate your plan with 30 days’ notice. Immediate termination may occur in cases of misuse, non-payment, or abuse of service.
Changes to the Plan
We may change the price or features of the LegacyCare Plan with 30 days’ written notice. If you do not accept the changes, you may cancel the plan without penalty at the end of the 12-month minimum term.
Confidentiality & Data Protection
All documents and personal data will be handled in accordance with our Privacy Policy and UK GDPR regulations. Digital records are securely encrypted, and physical Wills are stored in a secure facility. Information will only be shared with authorised parties.
