Estate planning packages
Plan your legacy with expert will writing and estate support
In partnership with Octopus Legacy for eligible investors
Estate planning packages
Plan your client’s legacy with expert will writing and estate support
In partnership with Octopus Legacy for eligible clients
Estate planning is about more than protecting your wishes
With our estate planning packages, created by Octopus Investments and Octopus Legacy, your family will have the gift of an expertly crafted estate plan that stands the test of time, and support in navigating the legal, practical and personal challenges that come after a loss. By removing the paperwork, legal processes, and endless admin, we create space for the people you love to focus on what really matters at one of life’s hardest moments.
Who is eligible?
As an Octopus Inheritance Tax Service (OITS) or OITSPlus customer, you’ll have access to two different packages at preferential rates. The Classic package is available for new investments worth more than £250,000, while the Premier package requires a minimum investment of £500,000. Different minimum investments apply to joint portfolios.
Estate planning is about more than protecting your client’s wishes
With our estate planning packages, created by Octopus Investments and Octopus Legacy, your client’s family will have the gift of an expertly crafted estate plan that stands the test of time, and support in navigating the legal, practical and personal challenges that come after a loss. By removing the paperwork, legal processes, and endless admin, we create space for the people your client loves to focus on what really matters at one of life’s hardest moments.
Who is eligible?
Octopus Inheritance Tax Service (OITS) or OITSPlus customers have access to two different packages at preferential rates. The Classic package is available for new investments worth more than £250,000, while the Premier package requires a minimum investment of £500,000. Different minimum investments apply to joint portfolios.
A service shaped by personal experience
Octopus Legacy was started after the Founder and CEO, Sam’s mum died suddenly in 2016. It was tough enough, but the frustration of legal fees, closing down accounts, and endless tasks that came with it was overwhelming. He started Octopus Legacy to give other families the support that he wished he’d had.
Since then, Octopus Legacy has helped hundreds of thousands of people create estate plans and navigate loss, and has been recognised with the Customer Service Champions Award at the British Wills and Probate Awards. While many estate planners focus solely on legal documents, Octopus Legacy goes further, helping your clients share more than just money and supporting them to shape a legacy that truly connects you with their loved ones, both now and in the future.
Practical, legal and emotional support — a seamless experience for Octopus investors
Octopus Investments and Octopus Legacy believe that estate planning is more than just a legal document; it’s about what you want to leave behind for the people who matter most.
By combining Octopus Legacy’s legal, practical, and emotional expertise in estate planning and bereavement with the support offered by Octopus Investments’ Intergenerational Planning team, we are there for you and your family whilst you’re here and after you’re gone.
Legal and administrative estate planning services
Get support with a range of estate planning services from wills and lasting powers of attorney, to life insurance to protect your wishes and make life easier for the people you love.
Support navigating probate
Get our experts to take on the complex work and responsibilities of probate and estate administration, so you have space to focus on what matters.
Shape a legacy
Share more than just money when planning ahead. Use the Legacy Film and Legacy Box to share something priceless, like words of advice, your life story, recipes, and playlists.
Practical, legal and emotional support — a seamless experience for Octopus investors
Octopus Investments and Octopus Legacy believe that estate planning is more than just a legal document; it’s about what your clients want to leave behind for the people who matter most to them.
By combining Octopus Legacy’s legal, practical, and emotional expertise in estate planning and bereavement with the support offered by Octopus Investments’ Intergenerational Planning team, we are there for your clients and their family whilst they’re here and after they’re gone.
Legal and administrative estate planning services
Support with a range of estate planning services from wills and lasting powers of attorney to protect your wishes and make life easier for the people your clients love.
Support navigating probate
Experts take on the complex work and responsibilities of probate and estate administration, so your clients have space to focus on what matters.
Shape a legacy
Sharing more than just money when planning ahead. Your clients can use the Legacy Films and Legacy Box to share something priceless, like words of advice, a life story, recipes, and playlists.
Our packages
These packages bring together your estate planning essentials – from the key legal documents to protecting your wishes, shaping your legacy, and providing the people you love with bereavement support.
Executor guide
Being an executor carries significant responsibility and can involve dozens of tasks. Our practical guide explains what needs to happen after someone dies, what can wait, and when it may be sensible to ask for professional support.
Our packages
These packages bring together the estate planning essentials – from the key legal documents to protecting your client’s wishes, shaping your client’s legacy, and providing bereavement support.
Executor guide
Being an executor carries significant responsibility and can involve dozens of tasks. Our practical guide helps your client understand what needs to happen after someone dies, what can wait, and when it may be sensible to ask for professional support.
Support for Sarah and her family
When Sarah’s father died unexpectedly, she became responsible for administering a complex estate worth around £1.8 million. With properties, investments and inheritance tax to consider, the role quickly became overwhelming.
Support from Octopus Legacy and the Octopus Investments Intergenerational Planning team helped Sarah understand what steps were needed, and provided her with expert support to navigate probate and other complex tasks – turning confusion into clarity at a difficult time.
Want to find out more?
Your financial adviser can explain the packages in more detail and help determine which estate planning services are appropriate for your circumstances.
Get in touch
Use our postcode search to find the contact details of the people who look after your firm.