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: hello@clearlegacy.co.uk
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 in full at the time of order via Stripe. We accept all major cards. We do not store your card details.
You have a 14-day right to cancel under the Consumer Contracts Regulations 2013, starting on the day you place your order.
However, by ticking the consent box at checkout you agree that we may begin work on your documents immediately. If you cancel after we have started work but within the 14-day window, we may charge a reasonable amount reflecting the work completed:
If we make an error in your document, we will correct it free of charge or refund you in full. To request a refund email hello@clearlegacy.co.uk with your order reference.
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.