Terms of Service: Will Writing Service

1. These Terms and Your Document

These Terms form a legal agreement between you and Legacy Bridge Limited (company number: 16167547), a company registered in England and Wales. Our registered office is at 128 City Road, London, EC1V 2NX.

These Terms are governed by the laws of England and Wales. If a dispute arises that cannot be resolved through our internal complaints process or (where appropriate) mediation, the courts of England and Wales shall have exclusive jurisdiction.

We may update these Terms or modify the Service at any time to reflect legal or regulatory changes, or to make minor technical improvements. If we do so, we will notify you using the contact details you provide us. Continued use of the Service after such updates will indicate your agreement to the revised Terms.

This Service is currently offered only through our website. If, in the future, we offer will-writing services through another channel (such as by telephone), separate terms and conditions may apply to those services.

2. The Words We Use in These Terms

When we say “document”, we mean a document that you prepare when using our service, which is capable of being used as a will.

When we say “Regulations”, we mean the Provision of Services Regulations 2009 and Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013.

We'll use the words "we", "us" and "our" to refer to Legacy Bridge.

When we say "you", "your", "I" and "my", we mean the person who has bought the service.

3. Scope of the Service

When you purchase our will-writing service, you will receive:

• Access to our online tool so you can write your will document;
• Guidance and information throughout the process to help you understand and complete your document;
• A review of your document, as outlined below in the section Document Review;
• A document in English, generated using the information you provide, that is capable of being used as a will under the laws of England and Wales (including the Isles of Scilly and the Isle of Wight), which we will make available to you via download, email, or post, along with signing instructions.

Our service includes a document preparation tool. You will be asked a series of questions, and your responses will automatically generate the content of your will. It is your responsibility to ensure the information you provide is accurate, including the names of people or organisations you want to benefit from your will. You must carefully review the completed document to confirm that it is accurate and reflects your wishes in full.

4. User Eligibility

To use our will-writing service, you must:

• Be 18 years of age or older;
• Be able to navigate the online tool independently;
• Be able to read and understand the documents we send you without assistance;
• Be a permanent resident in England or Wales;
• Require a will for use in England or Wales (including the Isles of Scilly and the Isle of Wight).

This Service is not suitable for individuals with legal or financial needs that go beyond a basic will. You should not use this Service if your circumstances involve:

• Agricultural property;
• The need for tailored inheritance tax or trust planning;
• Any situation that may require specialist legal advice.

By making payment for the Service, you confirm that you meet the eligibility criteria above, agree to these Terms, and have read and understood our Privacy Policy. Your order will be accepted, and a contract formed between you and us, once payment is received.

5. User Responsibilities

You are solely responsible for the information you provide and for how you use your will document. In particular, you are responsible for:

• Ensuring that all information you provide through the Service is accurate, complete, and up to date;
• Reviewing your document carefully to confirm that it reflects your wishes and intentions;
• Correctly executing your will in accordance with the legal requirements of England and Wales (including signing in the presence of valid witnesses);
• Understanding that a basic will may not be suitable for complex estates, tax planning, guardianship arrangements, or other legal or financial matters requiring professional advice.

You should seek specialist legal or tax advice if your circumstances fall outside the scope of a standard will.

6. Document Review

The document review is not substantive, is not legal advice, and should not be relied on as legal advice. We will not be responsible for identifying all errors or for ensuring the document is fit for your purpose(s). The review will check for:

• Typographical errors (except for dates of birth, addresses, place names, or other context-specific details where accuracy cannot reasonably be assessed);
• Contradictions;
• Whether your stated wishes and instructions are compliant, clear, and unambiguous.

Where the document review flags that the document needs further input from you (e.g., to resolve a contradiction or typo), we will either:

1. highlight this when the document is available for download; or
2. contact you directly to clarify what is required.

You may then make further amendments and resubmit the document for review.

7. Price and Payment

The price for the Service will be as shown during the ordering process at the time you place your order. You may use a valid voucher code, where applicable.

By making payment, you agree to these Terms and confirm that you are purchasing the Service for personal use only. No refunds are offered if you choose not to sign your document once it has been delivered to you.

Voucher Codes and Promotions

We may offer discounts or access to the Service through partner organisations such as charities or affiliates. If you use a voucher code from a partner, we may share certain personal data with that partner, in accordance with our Privacy Policy. That partner may also become a separate data controller of your information.

• Voucher codes are non-transferable and may not be sold or exchanged for cash;
• Subject to our fair usage policies;
• Must be entered during the sales process prior to payment;
• Do not override eligibility requirements for the Service;

Cancellation Rights

As a consumer, you usually have the right to cancel an online contract within 14 days under the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013.

However, by purchasing this Service, you give us express permission to begin creating your personalised will immediately. Because the document is customised to your individual circumstances and cannot be reused, you will lose your right to cancel once the draft document is made available to you for review, even if you have not downloaded it.

If you cancel before we make the draft document available (including via email or preview link), you will be entitled to a full refund.

If you cancel after the draft document has been made available to you in any form, no refund will be provided—even if you choose not to finalise or sign the will.

8. Subscription Update Service

As an additional feature, we may offer a Subscription Update Service, which allows you to make changes to your will using your online account after your original document has been made available for download.

If you purchase the Subscription Update Service, the following terms will apply:

• The cost is the price displayed on our website at the time of purchase;
• You have 30 days from the date you paid for your will (the "Subscription Window") to purchase this service;
• You may subscribe during checkout, through your Legacy Bridge account, or by contacting us at [insert contact email];
• If you do not subscribe within the Subscription Window, the Subscription Update Service will no longer be available to you;
• Voucher codes or discounts do not apply to this service;
• Cancellation and refunds: You have 14 days from the date of purchase to cancel the Subscription Update Service and receive a full refund—provided you have not used it to update your will during that period; If you do use the service within the 14-day window, we reserve the right to issue only a partial refund, based on the value of the service used up to the point of cancellation;
• Renewal Terms: The Subscription Update Service will automatically renew for additional 12-month periods at the end of each subscription term, at the then-current rate;
• Scope of Updates: This service allows you to make changes within the capabilities of our online will-writing tool. It does not permit changes that fall outside the tool's scope, such as setting up trusts or dealing with assets held outside of England and Wales.

9. How We Can Cancel

We reserve the right to withdraw, amend, or suspend the Service (including any additional services) for a material reason—that is, a significant reason that affects the delivery or legality of the Service. Where reasonably possible, we will inform you in advance and explain why.

We may cancel or suspend your access to the Service if, in our reasonable opinion, you have:

• Breached these Terms;
• Provided false, misleading, or inaccurate information;
• Used the Service in a way that may cause us to break the law;
• Broken the law or attempted to do so in connection with the use of our Service;
• Been abusive, threatening, or inappropriate toward any member of the Legacy Bridge team;
• Disclosed information which reasonably suggests that the Service is not appropriate for your circumstances.

If we cancel the Service for any of the reasons listed above, we reserve the right not to issue a refund. However, if cancellation is for a material reason not caused by you, we will refund any money you have paid for services not yet delivered.

10. Service Delays or External Events

From time to time, we may be unable to provide the Service due to circumstances outside our control (for example, internet outages, cyberattacks, illness, or regulatory changes). If this happens, we will notify you as soon as reasonably possible and take appropriate steps to minimise any disruption.

11. Our Liability

AS A REMINDER, WE PROVIDE GUIDANCE NOT LEGAL ADVICE. WE ARE NOT A LAW FIRM AND WE ARE NOT REGULATED BY THE SOLICITORS REGULATIONAUTHORITY. ALTHOUGH SOME OF OUR TEAM MAY BE PERSONALLY REGULATED, THERE IS NO LAWYER-CLIENT RELATIONSHIP BETWEEN US AND YOU.

Nobody apart from you (such as any beneficiary of a will) has any right under the Contracts (Rights of Third Parties) Act 1999 to enforce any part of these terms. This does not affect any other rights a third party may have under law.

We are liable only for foreseeable loss or damage caused by our failure to exercise reasonable skill and care. "Foreseeable" means it was obvious, or known to both parties at the time of contract.

We are not liable for:

• Any indirect or unforeseeable loss;
• Events outside our control;
• Errors based on incorrect or incomplete user-provided data.

We do not verify, investigate, advise on, or take responsibility for:

• Your identity or the identity of others named or involved;
• Your age, capacity, or freedom from undue influence;
• The accuracy of your answers;
• Your legal domicile status at death;
• Whether you understood or approved your document;
• Any tax issues (including inheritance tax);
• The effect of future legal or tax changes;
• The lasting validity of your will in light of changed circumstances;

We do not exclude or limit our liability where it would be unlawful to do so, including for death or personal injury caused by our negligence or fraud.

Nothing in these Terms affects your statutory rights as a consumer.

12. Governing Law and Jurisdiction

These terms are governed by English law. You and we agree to the exclusive jurisdiction of the courts of England and Wales.

13. How to Contact Us

If you have any questions about these Terms, the Service, or your document, you can contact us by email at support@legacybridge.co.uk.

14. How We Contact You

We will contact you using the email address you provided during the order process. It is your responsibility to ensure your contact details are accurate and kept up to date.

Effective Date: 2025-05-01