Free legal review

Why a free legal review is important

When you move home or remortgage, it’s a good idea to review your will. If the changes aren’t reflected correctly, you could put your inheritance wishes at risk. This could leave your loved ones with extra legal costs and added stress in the future. 

• Your assets could be passed to the wrong people.
• There could be extra delays and costs for your family. 
• You could be less tax efficient. 
• There could be disputes or legal challenges for your family. 

Saga Legal can help you check you have the right plans in place. In partnership with Co-op Legal Services, we're offering free legal reviews with a team of experts. You can talk to them on a phone or video call. And depending on where you live, they could even come to your home.

What's included in your free review?

With clear advice from an expert, you can check your will still works for you and your loved ones. During your free wills and estate planning review, you could discuss:

• The type of will that best meets your needs. 
• How your new home or mortgage could affect your will – and how to update it. 
• Why a trust will might be a better way to protect your home and savings. 
• How to reduce the impact of any potential Inheritance Tax. 
• How a Lasting Power of Attorney could protect your property in the future. 

After your free legal review, if you’re interested in any follow-up services, you’ll get a fixed quote up front. There won’t be any surprise costs later in the process.