Free legal review

Book your free review with an expert

We partner with Co-op Legal Services, who provide regulated legal services, to help you with will writing and estate planning. Whether you want to make a will or already have one, they'll make sure it fully protects your needs.

Book a free legal review to get the guidance you need. With advice from an expert, you can put the right plans in place for you and your loved ones. You’ll also enjoy a £50 discount on any recommended product or service you choose after your review. 

After your free review, if you choose a product or service, they’ll explain any fees and costs to you clearly.

What's included in your free review?

During your free wills and estate planning review, you can discuss your plans with an expert. Some of the things you could discuss include:

• What type of will might be right for you and your circumstances
• How a will could reduce the impact of any potential Inheritance Tax
• Why a trust will might better protect your home and savings
• How to retain control of your healthcare and finances, and protect loved ones, in the event of accident or illness, by appointing attorneys

You can only use the free legal review service if you live in England and Wales. If you’re in Scotland or Northern Ireland, you can get estate planning help from Co-op Legal Service's trusted partners.

Terms and conditions

This offer is available to Saga customers who are eligible for a free legal review. Offer only available in England and Wales and is subject to a suitability assessment. The discount is only valid where the offer code SAGAFLR50 is quoted at the time of booking an appointment, and can only be applied to Co-op Legal Services’ fee for either a will (standard, mirror and trust wills) or a fully advised lasting power of attorney purchased between July 14th and August 31st 2025. The discount does not apply to VAT or disbursements. The discount is non-transferable, cannot be used in conjunction with any other discount or offer, and may not be exchanged for cash. Co-op Legal Services reserves the right to withdraw this offer at any time.

The free review of your will and estate planning is a review of your circumstances and estate planning objectives – there is no charge to you for this review and we will provide helpful hints, tips and things to think about. If we recommend any estate planning product or service, we will provide you with a fixed fee for that service. Payment will be required for any product or service you wish us to undertake on your behalf. Co-op Legal Services will not be accountable for any errors or omissions in legal documents considered as part of the will and estate planning review which were not written or prepared by us, or where you have failed to provide us with relevant documents when we undertake the legal review.