Refunds Procedure

You have a right to cancel your agreement with Legacy Wills & Estate Planning Limited within 14 days of the date you provide us with instruction/payment date whichever is later. If you cancel within this period, you will not be required to make a payment, or if payment has already been made a full refund will become due except for:

  1. where you have waived your right to cancel for early production of your documents or
  2. where you have decided not to proceed with your will consultation and no contact has been made within 14 days or
  3. where you have chosen not to proceed following your will consultation and no contact has been made within 14 days.

In these instances, any payments that have been made will not be refunded. We will close your instruction and no documents will be produced.

The 14-day free cancellation period starts on the date of instruction or the date on which you sign your credit agreement (if you have chosen this payment method) – whichever is later. Due to the nature of our business and the bespoke products that we provide, once the documents have been checked, drafted, prepared, and posted they will be chargeable, to allow for this and the work which is required, documents are posted after the 14-day free cancellation period. This allows you the specified period, before production and posting, to change your mind or decide not to proceed.

If all our work has been completed in accordance with your initial instructions, and documentation issued, then our policy is that no refunds will be made and the initially agreed fees are due.
For full details please refer to our Terms of Business.

Terms of Business Wills

Terms of Business Trusts


After my initial enquiry about making my will I had a phone call from a member of LegacyWills team, namely Siobhan O’Toole.She explained everything in simple language so that I knew exactly what I had to do. She was very patient when answering my questions, which made me decide to go ahead with using LegacyWills.

Betty Forny, 5 Days ago

The team at legacy wills have been very helpful and extremely courteous when talking through the full process with me. Would highly recommend.

Miss Jane Adiller, 7 Days ago

I found the advisor extremely helpful, explaining clearly any points which I was unsure about. I received my Will some days later and was pleased that the company followed up to check that I was happy with it. I did not feel pressured in any way and I would recommend this company to anyone wishing for a straightforward and efficient service.

Linda Leary, 9 Days ago

Legacy wills explained every step very clearly and anything you forgot to ask they encouraged you to contact them, they also made you feel that no question was to big or small they would always find the answer.

Juliet Patricia, 20 Days ago

Everything I requested was handled with patience and total professionalism, and the end result was a very simple and straightforward process which covered everything that I wanted. Thank you very much Legacywills.

Ian Slater, Over a month ago

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