ClearLegacy is a trading name of Kaizen Finance Ltd, a company registered in England and Wales (Company No. 12092327). References to "we", "us" or "our" mean Kaizen Finance Ltd. References to "you" or "your" mean the customer.
Contact: [email protected]
ClearLegacy is a document preparation service. We are not a firm of solicitors and we are not regulated by the Solicitors Regulation Authority. We do not provide legal advice. Our service is suitable for straightforward estates. If your situation is complex you should consult a solicitor.
We will draft will and lasting power of attorney (LPA) documents based on the information you provide and standard estate-planning practice. The legal validity of those documents depends on you signing and witnessing them correctly in accordance with UK law.
When you place an order we will:
We do not store your signed original. The legally valid Will is the wet-ink signed paper copy that you keep.
Our published prices are:
Prices include VAT where applicable. Payment is taken via Stripe at the final step of the order — only after you have completed the questionnaire, generated your document, and confirmed on-screen that you are happy with what we will deliver. We accept all major cards. We do not store your card details. Payments are processed by our parent company, Kaizen Finance Ltd, so the name shown on your bank or card statement may differ from ClearLegacy. If you see a charge you do not recognise, please contact us at [email protected] before contacting your bank — we can locate your order in seconds.
All sales are final. ClearLegacy does not offer refunds. Your Will is a bespoke digital document generated from the questionnaire answers you review and confirm before paying, and supply begins immediately after payment with a first draft for review, with the final Will issued after approval. By clicking “Pay” at checkout you confirm the accuracy of your answers, expressly request immediate preparation and supply of your Will, and acknowledge that you lose the 14-day cancellation right once supply has begun.
Your Will is digital content supplied by email, not on a tangible medium. As provided by regulation 37 of the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013, the 14-day cancellation right is lost when supply begins with the consumer’s express consent and acknowledgment. To the extent the preparation of your Will is treated as a service, regulation 36 applies equally once the service has been fully performed at your request. That consent and acknowledgment are given when you click “Pay”, and are confirmed in the delivery email you receive. One free update is included after payment.
If we make an error in the finished document — for example a typo we introduced that was not in your questionnaire answers — we will re-issue a corrected PDF at no further cost. Corrections are made by re-issuing the document; we do not issue cash refunds. Because every order is personalised from a questionnaire completed by the purchaser, we retain full records of the information supplied, the payment, and the delivery of your document. If a payment is disputed with a card issuer as unauthorised or unrecognised, we will provide those records to the issuer as evidence. If you have any concern about a payment, please contact us first at [email protected] or via our Help & Contact page — we resolve genuine issues quickly and without charge.
Our full Refund Policy is set out at clearlegacy.co.uk/legal/refund.html.
The accuracy of your Will depends on the information you give us. You are responsible for:
Witnesses must: be aged 18 or over, mentally competent, not be beneficiaries under the Will, and not be married to or in a civil partnership with a beneficiary. A beneficiary who witnesses the Will loses their gift.
Nothing in these terms limits our liability for death or personal injury caused by our negligence, for fraud, or for any other liability that cannot be excluded under English law.
Subject to that, our total liability to you for any loss or damage arising out of or in connection with the service (whether in contract, tort, breach of statutory duty or otherwise) is limited to the greater of:
We are not liable for indirect or consequential losses, loss of profits, loss of opportunity, or any losses arising from your failure to sign or witness your Will correctly, your failure to update your Will, or your decision not to seek legal advice on a complex matter.
We hold professional indemnity insurance. Details available on request.
The website, our document templates, guides and content are owned by Kaizen Finance Ltd. You receive a perpetual licence to use the documents we prepare for you for personal estate-planning purposes. You may not resell, redistribute or use our materials commercially without written permission.
How we handle your personal data is set out in our Privacy Policy.
If you are unhappy with our service, please follow our Complaints Procedure. We aim to acknowledge complaints within three working days and provide a full response within 28 days.
These terms are governed by the law of England and Wales. Any dispute will be subject to the exclusive jurisdiction of the courts of England and Wales.
We may update these terms from time to time. The version that applies to your order is the version published on this page on the date you placed the order. The current version is dated above.