About us

Helping families plan wisely, for the long term

Friendly, hassle-free estate planning from a team that already helps clients make clever financial choices.

Specialists for England & WalesSecure online journeyAll major cards accepted
Our story

Great futures do not happen by chance

For years, Clever Wills has helped individuals and families across England & Wales make wise financial decisions, from buying a first home to protecting the people who depend on them. Time and again, our clients told us the same thing: they knew they should have a will and powers of attorney in place, but they never quite got round to it. It felt complicated, expensive or simply too difficult to think about.

We set out to change that. Our estate planning service brings the same friendly, hassle-free approach our clients already trust, combined with modern technology that makes the whole process simpler. You can start online in minutes, at your own pace and from your own home, with real people on hand whenever you want to talk things through.

We believe estate planning should be accessible to everyone, not just the wealthy. A clear will, the right Lasting Powers of Attorney and a well-organised record of your affairs are some of the most valuable gifts you can leave the people you love. They prevent arguments, avoid unnecessary cost and give your family the certainty they need at the hardest of times.

Grandparents and grandchildren beside a family tree
Our mission

Modern, reassuring estate planning

Our mission is to make estate planning accessible, modern and reassuring for every family in England & Wales. We combine smart, secure technology with genuine human expertise. Technology handles the repetitive parts, guiding you through clear questions and making sure nothing is missed. Our people bring the care, judgement and experience that technology cannot replace.

We know that every family is different. Many people need a straightforward will and LPAs, and our guided journey makes that quick and affordable. Others have more complex circumstances: a second marriage, a family business, a vulnerable beneficiary or an estate that may face inheritance tax. When that is the case we say so honestly, and we refer you to qualified specialists so you always receive the right level of advice.

Above all, our success is based on your success. We measure ourselves by the confidence our clients feel once their plans are in place, and by the difference it makes to their families when those plans are needed.

Our promise to you

What you can always expect

  • We will always tell you the price before you commit.
  • We will explain your options in language you understand.
  • We will never pressure you into a service you do not need.
  • We will refer you to a qualified specialist whenever your situation calls for one.
  • We will keep your information safe and confidential.
  • We will be here for your family when it matters most.
0Years of experience
0Families helped
0Joined-up services
0England & Wales focused
Our team

The people behind your plan

Experienced, approachable and always happy to help.

TM

Team member name

Director and Adviser

TM

Team member name

Estate Planning Consultant

TM

Team member name

Client Support

Client reviews

What our clients say

4.9 ★★★★★Based on Google reviews
★★★★★
"We had been putting our wills off for years. The online process took us one evening and the team checked everything properly. Real peace of mind."
SSarah M.Mirror Wills
★★★★★
"After Dad's stroke we learned the hard way how important LPAs are. I did mine and my wife's straight away. Clear, friendly and very well explained."
DDavid P.Lasting Power of Attorney
★★★★★
"Losing Mum was hard enough. They helped us understand what probate involved and connected us with a specialist who took the weight off our shoulders."
AAnita K.Probate support
★★★★★
"Our wills, LPAs and the Executor Toolbox sorted in one go, at a fair fixed price. We feel genuinely organised for the first time."
JJames & PriyaMirror Wills & LPAs
★★★★★
"The inheritance tax conversation was eye opening. Simple language, no pressure, and a clear plan to protect the family home."
RRobert H.Trusts & IHT review
★★★★★
"My children now know exactly where everything is. It took an afternoon to fill in and I update it whenever something changes."
LLinda T.Executor Toolbox
Ready when you are

Let us help you plan ahead

Start online today or book a relaxed, no-obligation conversation with our team.

VISAAMEXApple PayG Pay All major credit & debit cards accepted. Secure, encrypted payments.