How ClearLegacy Works

The four steps

Step 1 — The questionnaire

The questionnaire is the only data we need. It covers seven areas:

1. Your details — full name, address, date of birth. You must be 18+ and of sound mind for the will to be valid.
2. Executors — the one or two people you trust to administer your estate. Usually a spouse, partner, adult child, or close friend.
3. Beneficiaries — who receives what. The residuary clause (everything not specifically bequeathed elsewhere) is the main inheritance instrument.
4. Specific bequests — particular sums of money or items going to particular people or charities.
5. Guardians — for any children under 18 if both parents die. The only document in UK law where you can name a guardian.
6. Property — handling of your home, especially if held as tenants in common.
7. Substitution — what happens if a named beneficiary or executor predeceases you.

You don't upload any documents. You don't need bank statements or property deeds. The will is a statement of intent, not a financial audit.

Step 2 — Payment

One-off fixed fee. £69 for a single will, £99 for mirror wills. Card payment via Stripe. No subscription, no monthly fees, no "premium" tier. The price covers the draft, the automated compliance check, the PDF delivery, and one free amendment in the first 12 months.

Step 3 — Structured review

Every draft goes through a structured review against the Wills Act 1837 requirements. It checks:

• The residuary clause — that the catch-all clause captures the intended estate
• The executor appointment — clear naming with full address details
• The substitution clauses — that the will doesn't fall apart if a named person predeceases you
• The guardianship clause — only valid if both parents are deceased
• The property handling — particularly tenants-in-common arrangements
• Internal consistency — no contradicting clauses, no ambiguity about who gets what

If the reviewer spots an issue, we email you back with the question rather than guessing.

Step 4 — Delivery and signing

Your finalised will arrives as a signable PDF with step-by-step signing instructions. To make it legally valid under the Wills Act 1837:

1. Print the will (single-sided, on A4)
2. Sign it in the presence of two independent adult witnesses, at the same time
3. Both witnesses sign in your presence (and ideally in each other's presence)
4. Witnesses must not be beneficiaries or married to beneficiaries — they would forfeit their inheritance otherwise
5. Store the signed original safely; tell your executor where it is

The witnessing rules are strict, but the process takes about ten minutes. The Probate Registry treats a ClearLegacy will identically to any other validly signed will.

What happens after

Your will is yours. You don't need to come back to us, and we don't take a fee for being involved later. If you want to update something in the first 12 months — a new beneficiary, a change of executor, an updated address — that's one free amendment included. Beyond that, a full rewrite is £69 again, and replaces the previous will automatically once signed.

Frequently asked questions