MEET DEREK
Everyone needs to get this done. Most never get around to it. That’s why we do things differently.
We’ve got rid of the part that puts most people off…
We recognise that spending several hours sat in your living room with a well-meaning stranger, talking about death, taxes and family dynamics is not the most tempting way to spend a Tuesday.
So we don’t expect you to do it.
MEET DEREK
“Get my will sorted” was one thing on a long list of To-Do’s for today.
It was somewhere in between “food shop”, “hang the laundry out” and “school run”.
Derek’s been on your sofa for hours now.
He’s on his third cup of tea, you’re out of biscuits, and you still don’t know what he’s talking about.
HERE’S HOW IT WORKS WITH US
Ten minutesIn your own time, on your phone. That gives us everything we need to build a plan around your circumstances rather than a generic template.
We meet onlineWhen it suits you. Your plan is already written by then, so we spend the time going through it and answering whatever you want to ask.
And it’s sorted!We send your documents, help you sign them and get them stored safely. Nobody comes to your house. Your biscuits are safe.
No jargon, no pressure, no obligation. And nobody on your sofa eating all your Digestives.
AND IT IS ALMOST NEVER WHO YOU’D EXPECT
A Legacy Creator isn’t a job title. It’s whoever in the family decides to be the one who sorts it out. In our experience it’s nearly always one of three people, and each of them needs something completely different.
1
Things are harder for you than they ever were for your parents, and they’ll likely be harder again for your children. Inheritance isn’t a nice to have any more.
2
Ageing parents above you, young adults below you, and nothing in place for yourself.
3
What you want has almost nothing to do with money. It’s to not be a burden, and for everybody to be closer, now and after you’re gone.
JOINED-UP PAPERWORK + JOINED-UP PEOPLE
Less than half of UK adults even have a will in place, and a will isn't always the right first step.
Book a free Legacy Review and we'll look at your unique circumstances, and chart the course to growing and protecting your family's wealth.
No awkward home visit. No sitting across from a stranger. No day off work. The whole review is done online, around your life, at a time that suits you.
A FREE ESTATE PLANNING REVIEW FOR UK FAMILIES
EVEN IF YOU THINK YOU'RE SORTED
Many families who have some kind of planning in place believe they are sorted. But even with a Will or a Trust in place you may still be missing something. Gaps can open up in lots of ways, through divorce or remarriage, a growing business, the cost of care, tax, or heirs who were simply never prepared. Whatever you already have in place, and whatever your wealth level, this is the check-up your hard work and your family deserve.
For most families it's the difference between long-term stability and long-term struggle. Get it wrong and the cost is generational. Don't do it at all, and the cost is higher still.
Yet most of us put off speaking to anyone until it's too late. People draw up a will, tick it off the list, and never ask an expert what their family actually needs. They sign the paperwork without aligning the people. They build the structure without thinking about who'll be the steward of it.
We do things very differently.
THE NUMBER NO ONE ELSE SEEMS TO TALK ABOUT
Studies of generational wealth put the failure rate as high as 90%.
It isn't the solicitors at fault. They do exactly what you instruct them to. The problem is that, unless you live and breathe this, you don't know what to ask for. It isn't the financial advisers either.
What's missing is someone who looks at the whole picture. Your assets, your people, your wishes, your protection while you're still alive, and builds the strongest possible plan around all of it.
Your free legacy review is the first step in changing your family's trajectory, so that, from now on, every generation builds on what you've created instead of watching it slip away.
THE OTHER HALF OF THE PLAN
Your story feeds your identity. Your identity shapes the impact you have. And your impact is the inheritance you leave behind, which is a great deal more than the money.
Then that inheritance becomes their identity. Which shapes their impact. Which becomes what they pass on.
That’s what compounding actually looks like in a family.
And it’s the half that stops dead the moment nobody writes anything down. The money gets passed on. The reasons behind it don’t, and three generations later nobody can remember what any of it was for.
Wealth disappears across generations when the money is passed on but the wisdom isn’t, when the next generation inherits the assets without the stories, the values and the understanding of how it was built and why it matters.
That’s what ContinUnity® is for. It’s the modern-day family table, bringing your family around it more often, even if you live on different continents. In five minutes a day it sparks deeper connection, more conversations about the things that actually matter, and quietly builds a family archive of your stories, values and wisdom along the way.
The legal side protects what you’ve built. ContinUnity® is what makes it compound, so each generation inherits not just the wealth, but the connection and wisdom to grow it.
WHAT YOU GET
When you request your Free Legacy Review, you receive three things.
A specialist looks at what you already have in place and identifies the gaps, the risks and the opportunities specific to your family. It's all done online, around your life — never a home visit unless you want one. You'll leave with real clarity on the right next steps for you.
No generic templates. Just a clear view of where you are, what your family needs and how to strengthen what you've already got. You decide what happens next.
The part that preserves your family's stories, values and wisdom — our gift to you with any estate planning you choose to do with us, however big or small.
FILL IN THE FORM BELOW TO
Done at a time that suits you. Completely private.
And no awkward conversation with someone sat on your sofa, eating all your biscuits.
YOUR FAMILY. YOUR LIFE. YOUR LEGACY.
We help families build legacies that endure across generations — and it starts with one free conversation.