Terms of Service

Last updated: 13 February 2026

1. Introduction

These Terms of Service ("Terms") govern your access to and use of the Plan My Estate platform ("Service"), operated in the United Kingdom. By accessing or using our Service, you confirm that you have read, understood, and agree to be bound by these Terms. If you do not agree with any part of these Terms, you must not use the Service.

2. Service Description

Plan My Estate is an online platform that provides tools for preparing Wills and Lasting Powers of Attorney (LPA) documents. We offer both Islamic and Standard versions of these documents to accommodate the diverse needs of our users.

Important: We provide document preparation tools only. We do not provide legal advice, and our Service should not be treated as a substitute for professional legal counsel. The use of our platform does not create a solicitor-client relationship between you and Plan My Estate.

3. Important Disclaimer

Please read this section carefully before using our Service:

• All documents generated through our platform are provided as templates and drafts. They are intended to serve as a starting point for your legal document preparation.
• Users are strongly advised to seek independent legal advice before finalising or executing any document produced by this Service.
• We are not a law firm and do not employ solicitors to review the documents generated through our platform.
• All documents should be reviewed by a qualified solicitor to ensure they meet your specific legal requirements and comply with current legislation.
• We do not guarantee the legal validity or enforceability of any document generated through the Service.
• Islamic Wills and Islamic LPA documents should additionally be reviewed by a qualified Islamic scholar to ensure compliance with Shariah principles and the specific requirements of your school of thought.

4. Account Registration

To use our Service, you must register for an account. By creating an account, you agree to the following:

• You must be at least 18 years of age to register and use the Service.
• You must provide accurate, current, and complete information during the registration process and keep your account details up to date.
• You are responsible for maintaining the confidentiality of your login credentials and must not share them with any third party.
• You are responsible for all activity that occurs under your account, whether or not you have authorised such activity.
• You must notify us immediately if you become aware of any unauthorised use of your account.

5. Subscription and Payment

Our Service operates on a subscription basis with the following structure:

• Free Trial: New users may be eligible for a free trial period of 3 days, during which they can access the features of their assigned plan.
• Subscription Plans: We offer three subscription plans:
  • Islamic Plan — Access to Islamic Will and Islamic LPA document generators.
  • Standard Plan — Access to Standard Will and Standard LPA document generators.
  • All-in-One Plan — Full access to all document generators, including both Islamic and Standard versions.
• Admin Controls: Account access and plan assignment are managed by our administrative team. Plan changes and account activation are handled at the administrator's discretion.
• Payment Processing: Future payment processing will be handled securely through Stripe. Details regarding pricing and billing cycles will be communicated to users as payment functionality is introduced.

6. Acceptable Use

When using our Service, you agree that you will not:

• Misuse the Service in any way, including but not limited to interfering with its normal operation, submitting false information, or using it in a manner that could damage, disable, or impair the platform.
• Attempt to gain unauthorised access to any part of the Service, other user accounts, or any systems or networks connected to the Service.
• Use the Service for any fraudulent, unlawful, or deceptive purpose, including the preparation of documents intended to mislead or defraud any person or organisation.
• Share your account credentials with any other person or allow others to access the Service through your account.
• Use automated tools, bots, or scripts to access or interact with the Service without our prior written consent.

7. Intellectual Property

The following intellectual property terms apply to the Service:

• The Service, including its design, code, features, branding, and all associated materials, is owned by Plan My Estate and is protected by applicable intellectual property laws.
• Documents generated through the Service belong to the user who created them. You retain full ownership of the content you produce using our tools.
• By using the Service, you grant us a limited right to store, process, and display your data solely for the purpose of providing and improving the Service. We will not share your document content with third parties except as described in our Privacy Policy.

8. Data Protection

We take the protection of your personal data seriously. All personal data collected through the Service is handled in accordance with our Privacy Policy and in compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

Please refer to our Privacy Policy for full details on how we collect, use, store, and protect your personal information, as well as your rights as a data subject.

9. Solicitor Users

Our Service allows solicitors to register and use the platform on behalf of their clients. The following terms apply specifically to solicitor users:

• Solicitors are responsible for reviewing all documents generated through the Service before providing them to their clients. We do not accept liability for documents that have not been independently reviewed by a qualified legal professional.
• We provide document preparation tools only. The solicitor-client relationship is solely between the solicitor and their client, and we are not a party to that relationship.
• Solicitors must ensure that they have obtained appropriate consent from their clients before entering personal data into the Service on their behalf.

10. Limitation of Liability

To the fullest extent permitted by law:

• The Service is provided on an "as is" and "as available" basis, without warranties of any kind, whether express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement.
• We shall not be liable for any loss, damage, or expense arising from your reliance on documents generated through the Service, including but not limited to any legal, financial, or personal consequences.
• We shall not be liable for any indirect, incidental, special, consequential, or punitive damages, regardless of the cause of action or the theory of liability.
• Our maximum aggregate liability to you for any claims arising out of or relating to the Service shall be limited to the total subscription fees you have paid to us in the twelve (12) months immediately preceding the event giving rise to the claim.

11. Termination

• We reserve the right to suspend or terminate your account at any time if we reasonably believe you have violated these Terms, engaged in fraudulent activity, or otherwise misused the Service.
• You may request deletion of your account at any time by contacting us. Upon account deletion, your access to the Service will be revoked.
• Following termination or account deletion, your data will be retained in accordance with the retention periods set out in our Privacy Policy. After the applicable retention period, your data will be securely deleted.

12. Changes to Terms

We reserve the right to update or modify these Terms at any time. When we make changes, we will update the "Last updated" date at the top of this page. Where changes are material, we will make reasonable efforts to notify you, such as by email or through a notice on the Service.

Your continued use of the Service following the posting of revised Terms constitutes your acceptance of those changes. If you do not agree with the updated Terms, you should discontinue your use of the Service.

13. Governing Law

These Terms shall be governed by and construed in accordance with the laws of England and Wales. Any disputes arising out of or in connection with these Terms or the use of the Service shall be subject to the exclusive jurisdiction of the courts of England and Wales.

14. Contact

If you have any questions, concerns, or requests regarding these Terms of Service, please contact us at:

Email: [email protected]