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Online Will Writing with Octopus Legacy

We’ve partnered with Octopus Legacy to make it easier for our customers to put a will in place, quickly, clearly, and with support when you need it.

Through this partnership, you can create an online will using Octopus Legacy’s guided platform, helping you take an important step in protecting your loved ones and your wishes.

Why having a will matters

A will helps you set out what you want to happen to your money, property, and possessions when you die. It can also make things significantly easier for the people you care about during a difficult time.

If you’ve experienced major life changes, such as getting married, having children, buying a home, or starting a business, reviewing or creating a will is one of the simplest ways to ensure your plans are clear and up to date.

About Octopus Legacy

Octopus Legacy provides online tools designed to simplify estate planning, helping people get key plans in place with clear guidance and optional expert support.

How the online service works

Answer 5 guided questions online to build your will in one simple journey.
Your will is checked by experts before you finalise it.
Print and sign your will following the clear instructions provided, typically in the presence of two witnesses.

Most people can complete their online will in around 15 minutes, with support available if you need help along the way.

Pricing & Updates

By accessing Octopus Legacy through The Insurance Surgery, customers can benefit from a discounted rate on online wills.

Prices, features, and availability are set by Octopus Legacy and may change over time.

Do You Need Life Insurance?

If you’re the primary breadwinner or share financial responsibilities, a life insurance policy can help your family maintain their standard of living in the unfortunate event that you’re no longer around to support them.

Life Cover Terminology

Understanding life insurance terminology is essential for policyholders to make informed decisions about their cover, we have broken down the meaning for some of the most used terms.

Why The Insurance Surgery is partnering with Octopus Legacy

At The Insurance Surgery, we focus on helping people protect what matters most. That doesn’t stop at insurance.

By partnering with Octopus Legacy, we can:

Help customers take a practical step in estate planning
Offer a clear, guided online solution that’s easy to start
Support a more joined-up approach to protection and planning

For many people, putting a will in place naturally complements arranging life insurance or other protection.

Life insurance cost, case study.

James is looking for life insurance to cover his mortgage and to give a lump sum to his wife and two children. James had a stroke ten years ago but doesn’t suffer from any symptoms.

We found James the increasing policy below:

Total Cover
Amount:

£750,000

Monthly Premium
Cost:

£41.57

Duration of
Policy:

Until age 70

Speak to our team of experts for FREE
specialist advice today.

Monday to Thursday:

9:00am – 8:00pm

Friday:

9:00am – 3:00pm

Frequently Asked Questions

Is an online will legal in the UK? 

A will can be legally valid if it is completed and signed correctly. Octopus Legacy provides guidance on what to do after creating your will to help ensure it meets current requirements.

Do I need a solicitor to write a will?

Many people are able to write a will without using a solicitor. Octopus Legacy’s online system has been developed with legal input, and wills are checked by experts before completion.

Can I update my will later?

Yes. Octopus Legacy states that updates are unlimited and free for the first year, with an annual fee applying after that.

How do I get started?

You can begin your online will using our dedicated link:  Here

Life insurance is unique – just like you.

Life Insurance for Parents

Life Insurance for Dads

Life Insurance for Sports & Hobbies

Life Insurance for Self-Employed

Income Protection

Life Insurance for Smokers

For More Information, Check Out Our Latest Blogs

Stay informed with the latest updates in the insurance industry for 2025 here.

We aim to provide clear advice, breaking down the jargon, so you understand the importance of protection insurance.

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Online Will Writing with Octopus Legacy

Why having a will matters

About Octopus Legacy

How the online service works

Pricing & Updates

Life Cover Terminology

Why The Insurance Surgery is partnering with Octopus Legacy

Life insurance cost, case study.

Total Cover Amount:

£750,000

Monthly Premium Cost:

£41.57

Duration of Policy:

Until age 70

Speak to our team of experts for FREE specialist advice today.

Monday to Thursday:

Friday:

Frequently Asked Questions

Life insurance is unique – just like you.

Life Insurance for Parents

Life Insurance for Dads

Life Insurance for Sports & Hobbies​

Life Insurance for Self-Employed

Income Protection

Life Insurance for Smokers

For More Information, Check Out Our Latest Blogs

Monday to Thursday:

Friday:

Total Cover
Amount:

Monthly Premium
Cost:

Duration of
Policy:

Speak to our team of experts for FREE
specialist advice today.

Life Insurance for Sports & Hobbies