
Octopus Legacy is the UK's second-largest estate planning firm – helping people plan for death and find support after a loss.
We help people put their plans in place: from the practical, including wills, trusts, LPAs and Life insurance, to the more personal, with our Legacy Box. And when the time comes, we’re there to support families through probate and bereavement.
We’re on a mission to make life easier for those left behind – and have supported over 700,000 people across the UK so far.
At Octopus Legacy we offer a range of services from will writing, LPAs and trusts through to an all-in-one bereavement & future planning package.
Additionally, we offer access to specialist legal advice and - through our sister company The National Bereavement Service - bespoke training.
These can be either employer funded, employee funded, or a hybrid combination.
Overall, our pricing model is fixed-cost, and we are focused on first-class customer service and delivering a reliable service at a reasonable price.
Our three core employer offerings range from access to our services at a discounted rate, through to organisations whose staff have free access to our services all year round.
Our main services include:
Will writing - we offer online, telephone, video call, or at-home will writing services. We provide both simple and complex wills.
Lasting Powers of Attorney - we offer LPAs online, via telephone or video call, or at-home, with both a simple offering (where the employee registers with the OPG and pays the fees) or an end-to-end service where we handle the entire process including fees for submission.
Legacy box - your will, accounts and policies, your stories, letters, photos, and wisdom, all in one thoughtful box
Probate - for the families of employees that die in service or to employees whose family members pass away, we can offer discounted or free probate (covering both grant of and full estate administration).
Death concierge service - if any employees lose a close relative we offer a concierge service to help them with anything and everything that follows a bereavement.
BACP counselling sessions - for those needing dedicated emotional support
Internal marketing & comms support - on how to promote the services, including webinars, tutorials & collateral
City Gate House
22 Southwark Bridge Rd
2022 Sponsors