Terms of Service

1. About Probate Plan

Probate Plan provides a personalised, plain-English probate preparation plan designed for simple UK estates. The service explains steps, tasks, documents, and when a solicitor may be required.

 

We do not provide legal advice, legal services, or regulated activities.

Our product is a guided information tool only.

 

2. Eligibility

 

You must be:

 

• 18 years or older

• Acting as (or assisting) an executor or administrator for a UK estate

• Providing accurate information to the best of your knowledge

 

If you knowingly submit false, misleading, or incomplete information, we cannot guarantee the accuracy or usefulness of the output.

​

3. What you receive

 

When you purchase a Probate Plan, you will receive:

 

• A personalised PDF prepared using the information you provide

• Step-by-step tasks, checklists, deadlines, and document guidance

• Information on when probate is required

• Indicators of when it may be sensible to consult a solicitor

• Delivery within 24 hours for simple estates (Monday–Friday)

​

4. Suitability

 

Probate Plan is designed for simple UK estates, typically involving:

 

• A small number of assets

• One or two beneficiaries

• No disputes

• No foreign property or complex trusts

• No business ownership or complex tax issues

 

If your answers indicate a complex situation, we will notify you and issue a refund.

​

5. 7-Day Suitability Guarantee

 

If your estate is not suitable for our service, you are entitled to a full refund.

 

You may request a refund if:

 

• We inform you that your estate does not meet the criteria for a simple estate, or

• You contact us within 7 days of purchase because the plan is not appropriate for your situation

 

To request a refund, email support@probateplan.co.uk.

We typically process refunds within 5–7 business days.

​

6. No legal advice

 

Probate Plan does not provide legal advice.

 

Nothing in your PDF, on our website, or in our communications should be interpreted as:

 

• Legal advice

• A substitute for a solicitor

• Specialist tax or financial advice

• A guarantee that probate will or will not be required

 

We provide general guidance based on the information you submit.

You are responsible for deciding when to obtain professional legal or financial support.

 

7. No liability

 

To the fullest extent permitted by UK law:

 

• We are not liable for any loss, damage, cost, or claim arising from your use of the Probate Plan, including reliance on the guidance.

• This includes financial loss, legal costs, administrative outcomes, delays, penalties, or disputes.

• You remain responsible for completing tasks correctly, submitting government paperwork, and obtaining professional advice where needed.

 

Nothing in these Terms excludes liability where it cannot legally be excluded. If you are disatisfied with your plan, please contact us within 7 days for full refund.

​

8. Your responsibilities

 

You agree that:

 

• All information you provide is accurate and complete

• You understand the service is informational, not legal

• You will review the plan carefully before acting on it

• You are responsible for decisions and actions you take

​

9. Delivery timelines

 

We aim to deliver your personalised PDF within 24 hours (Monday–Friday).

Orders placed on weekends or bank holidays may take slightly longer.

 

We are not responsible for delays caused by:

 

• Missing or unclear information submitted by you

• Technical issues outside our control

• Email filters, spam folders, or incorrect email addresses

​

10. Intellectual property

 

All content, including the Probate Plan PDF, website copy, and templates, is owned by Probate Plan.

 

You may share your PDF with relevant family members or co-executors, but you may not:

 

• Sell it

• Publish it publicly

• Reproduce it commercially

• Pass it off as your own work

​

11. Payment and pricing

 

Prices are displayed clearly on our website.

All payments are processed securely through Wix/Stripe.

 

We reserve the right to update pricing at any time.

​

12. Data protection

 

We handle your data in accordance with our Privacy Policy.

By using our service, you consent to the processing of your information as described there.

 

13. Changes to these Terms

 

We may update these Terms to reflect changes to our services, legal requirements, or operations.

The updated date will appear at the top of this page.

 

14. Contact us

 

If you have questions about these Terms:

Email: support@probateplan.co.uk

Hours: Monday–Friday, 9am–5pm (UK time)