A complete estate planning portfolio in one purchase: Mirror Wills + four Lasting Powers of Attorney + a personalised Estate Planning Roadmap + Letter of Wishes + storage referral. Designed for couples and individuals who want to get everything sorted in one go, at a meaningful discount to buying the components separately. The "let's do this once, properly, while we're thinking about it" purchase. The promise. "Everything in one place. Will. Lasting Powers of Attorney. A plan for what happens if you can't decide, and what happens after you're gone. £399 for both of you."

AAt a glance

BCustomer input — what we ask the user

B.1The conversation shape

The longest guided interview in the suite — ~35–50 minutes for a mirror bundle, often split across multiple sittings. Plain English throughout, save-and-resume essential. The tone is collaborative: "we're not in a rush; this is your one chance to get the whole picture sorted."

The flow is explicitly modular. Three entry routes: direct purchase, upgrade from a recent Will, or via the Will Checker. Mirror bundles run two parallel interviews with shared inputs (joint assets, family situation, executors) and individual sections (specific gifts, LPA attorneys, instructions, restrictions).

B.2The fields we collect

This product re-uses the input schemas of Products 3 (Will), 5 (Will Checker), and 9 (LPA). New fields are bundle-specific — Roadmap inputs and cross-document coordination.

Section A — The whole picture (new to bundle)

• Your current circumstances optional free-text — sets tone, personalises Roadmap
• Your three biggest priorities required, multi-select — "provide for partner" / "protect business" / "minimise tax for children" / "control if I lose capacity"
• Specific concerns the Roadmap should address optional free-text

Sections B–C — Will + LPA inputs

• Full Will schema from Product 3 (run once per testator; twice in parallel for mirrors)
• Full LPA schema from Product 9 — two LPAs per person (Property & Financial; Health & Welfare)
• Identity verification at sign-off (both partners for mirror)

Section D — Roadmap inputs (new to bundle)

• Where things are physically optional — deeds, bank statements, pension docs, life insurance locations
• Key contacts the executor should call optional — accountant, solicitor, IFA, pension administrator
• Subscriptions and recurring payments needing cancelling optional
• Online accounts needing access/closure optional — passwords NOT stored
• Funeral preferences optional — expanded from Will section
• Charitable intentions optional

Section E — Tax & complexity flags

• Estate value band required — drives IHT-flag intensity (£325k nil-rate band threshold)
• Business / shareholding required — flags senior-practitioner review
• Overseas assets required — flags solicitor referral
• Lifetime gifts in last 7 years optional — IHT relevant
• Insurance policies in trust optional — flag if not

Section F — Coordination

• Should documents cross-reference each other? required, default Yes
• Include free Executor / Attorney Guidance Letter? required, default Yes
• Storage preferences (Kwil referral surfaced)
• Email a copy to nominated executor/attorney? optional opt-in

B.3Evidence & verification

• ID verification at sign-off for both partners (same flow as Will G3).
• Mental capacity self-affirmed; reviewer flags concerns.
• LPA registration with OPG — separately from signing. We provide OPG-ready forms + £82-per-LPA fee guidance + "register your LPA next" step. We do NOT register on the user's behalf.

B.4Branching & edge cases

1. Couple, both first marriage, adult children, simple estate — cleanest path; ~25%.
2. Couple, blended family — ~25%. Stepchildren explicit; trust provisions for surviving spouse may be needed.
3. Couple, business owner + non-business spouse — ~15%. Business succession is central.
4. Single user, post-divorce, adult children — ~15%. Simpler; LPAs typically name adult children.
5. Single user, widowed, adult children — ~10%. Higher estate value often; IHT more likely.
6. Couple, high-net-worth (> £1m) — ~5%. Senior-practitioner review (+£100). May need IHT referral.
7. Couple, both with complex priors — ~5%. Always complexity flag.

B.5Drop-off risks

• Length of interview. 35–50 minutes is the biggest single risk. Mitigation: aggressive save-and-resume, visible progress bar, "we'll hold your draft for 60 days."
• LPA attorney conversation. Emotionally complex. Mitigation: helper text on each choice's implications.
• The price. £399 is the biggest single ticket. Mitigation: anchored comparison strip + clear breakdown of what's included.
• IHT prompt for high-value estates. Mitigation: plain-English IHT explainer + honest "for serious IHT planning, qualified tax adviser" referral.
• 60-day signing window. Users delay because witnesses are inconvenient. Mitigation: facilitated witnessing partner referral + capacity re-confirm if longer than 60 days.

CProduct output — what the customer receives

C.1The deliverable

A portfolio of documents, not a single artefact. For a mirror bundle: 2 Wills, 4 LPAs, 2 Letters of Wishes, an Estate Planning Roadmap, Signing Instructions, a Portfolio Cover Sheet, and an Executor / Attorney Guidance Letter — 12 deliverables. For single bundles, halve it.

The Roadmap is the unique-to-this-product document — the strategic overview knitting the others together. Other components are individually shipped by Products 3, 9; the Roadmap exists only here.

See the Specimen Output at the bottom for a fully-rendered 4-page A4 example: the Caldwells (Henry & Margaret, mid-50s, blended family from second marriages, ~£780k joint estate) — Portfolio Cover Sheet, Estate Planning Roadmap (pages 1–2), and the Action Timeline.

C.2Document mock-up — the Estate Planning Roadmap skeleton

The Roadmap is the heart of the bundle. ~6–8 pages:

Cover — Estate Planning Roadmap
  Both partners' names · Date · Reviewer name · Reference

1. Where you are now
  Snapshot of circumstances · key facts · stated priorities

2. The big picture — your estate at a glance
  Estate value band (IHT context if relevant)
  Asset categories — property · investments · pensions · business
  Key relationships — beneficiaries, executors, attorneys

3. What's now in place
  Wills · Property & Financial LPAs · Health & Welfare LPAs
  Letters of Wishes · Storage

4. Tax considerations
  Nil-rate band (£325k) + residence nil-rate band (£175k)
  Transferable nil-rate band for married/civil-partnered
  7-year gifting rule (only if relevant)
  Recommendation: qualified tax adviser for serious IHT planning

5. What happens if you can't decide
  Health & Welfare LPA in action · attorney powers and limits
  Property & Financial LPA in action

6. What happens after you're gone
  Executor's first 30 days · probate · distribution
  LegalHelp probate partner referral (optional)

7. Your action list
  Sign Wills (two witnesses)
  Sign LPAs + register with OPG (£82 fee each)
  Tell executor / attorneys where docs are
  Store originals
  Review in 5 years

8. Reviewing the plan
  Life events that should trigger a review
  5-year automatic prompt
  When to consult solicitor / tax adviser

C.3What's included alongside the documents

• 12 individual documents (see C.1).
• Portfolio Cover Sheet — branded summary listing all docs, statuses, action list.
• Signing Instructions for each Will + LPA-specific OPG registration guide.
• Executor / Attorney Guidance Letter — free auto-generated cover letter for the user to give nominated people.
• Storage offer — Kwil affiliate referral (£30 / 25 years per document).
• 5-year review prompt.
• Membership trial — first 3 months free of £49/year LegalHelp membership.

C.4The visual treatment

The bundle's identity is the portfolio, not any individual document:

• Portfolio Cover Sheet — branded with orange accent, prominent partner names, document inventory with status indicators.
• Roadmap — Cormorant Garamond serif for body + DM Sans display headings. Reads as a personal-family-office binder. Between the formal Will and the modern Will Checker in register.
• Individual Wills and LPAs — their own treatments (Will = formal serif; LPA = OPG-form-compliant).
• Executor / Attorney Guidance Letter — letterhead style, plain English.
• Portfolio assembled as a single PDF bundle with tabbed table of contents, plus individual PDFs.

C.5Handoff & follow-up

• Immediate email delivery of the complete portfolio.
• Account storage of all documents.
• 5-year review prompt — automatic re-take of the Roadmap.
• Life-event triggers — opt-in updates (new child, divorce, business sale).
• OPG registration tracking — user confirms when LPAs are registered.
• Executor / Attorney notification — opt-in email.
• Death-of-party trigger — surviving spouse's portfolio updates automatically.

DPricing & commercial shape

D.1Headline price

• £249 — single bundle. Will + Property & Financial LPA + Health & Welfare LPA + Roadmap + Letter of Wishes. Components separately: £79 + £99 + £99 = £277. Bundle saves £28.
• £399 — mirror bundle (couples). 2 Wills + 4 LPAs + joint Roadmap + 2 Letters. Components separately: £129 + £99 × 4 = £525. Bundle saves £126.
• +£100 senior-practitioner uplift for complex estates.
• Excluded: OPG registration fees (£82 per LPA, paid to OPG); IHT planning (referral to qualified tax adviser).

D.2Unit economics — mirror bundle

D.3Upsell hooks

• Probate referral (Phase 2) — natural conversion when one partner dies.
• Storage subscription — £49/year membership with 3-month free trial.
• IHT planning referral — qualified tax adviser (potential affiliate revenue).
• HNW estate planning (Phase 2) — for > £2m estates.
• Family-wide bundles — adult children become candidates.

ECompliance guardrails

E.1Why this is 🟢

Every component is individually 🟢 LSA-clear and FCA-CMC-clear. Wills aren't reserved instruments (testator signs in own name). LPAs are registered with the OPG (statutory body); we provide forms, user signs and submits, OPG decides registration. Letter of Wishes is non-binding. Roadmap is educational guidance (same shape as Will Checker).

The bundle inherits the most cautious of these. The Roadmap, in particular, must stay on the educational side — IHT considerations in general terms, never personalised tax advice.

E.2User-as-actor framing

• We draft every document from the user's inputs.
• A named solicitor / will writer reviews the whole bundle.
• The user reviews and signs each document in own name.
• The user submits the LPAs to OPG with our forms + fee guidance.
• The user stores the originals — Kwil affiliate referral.
• The user's attorneys and executors act when the time comes; probate-partner referral if wanted.

E.3What the AI explicitly does NOT do

• Does not give personalised legal advice on your specific estate planning needs.
• Does not provide tax advice — qualified tax adviser for IHT planning.
• Does not register your LPAs with the OPG — you do this with our forms.
• Does not act as your attorney, executor, or trustee.
• Does not assess testamentary or LPA capacity.
• Does not store original signed documents.
• Does not communicate with your attorneys/executors unless you opt in to notification.

E.4Required disclosures

E.5What we don't say — danger words

In addition to the global Wills danger-words list:

• "Comprehensive estate plan" — over-promises; say "complete portfolio for typical estates"
• "Tax-efficient bundle" — never; we don't advise on tax
• "Beat IHT" / "Avoid probate" — never
• "We'll manage your estate" — never; we draft, the user/executor/attorney acts
• "Family office level service for £399" — over-promises against boutique offerings
• "Get registered LPAs in one click" — registration requires OPG submission we don't do

FMarketing & SEO essentials

F.1Search intent

• The "do it all at once" search. "Estate planning UK" / "will and power of attorney together" — ready to act. Strongest conversion.
• The post-Will-Checker search. Users who saw multiple gaps. Highest conversion of all — already activated.
• The life-event search. "Just retired — estate planning" / "after spouse died" / "selling business — estate planning."
• The research / authority search. "What is included in estate planning UK" / "do I need a will and LPA."

F.2Keyword cluster

Primary keyword: estate planning uk (high volume, high commercial intent)

Secondary cluster:

• will and lpa bundle · will and power of attorney together
• estate planning package uk · complete estate planning uk
• wills and lpa for couples

Long-tail / intent variants:

• do I need a will and an lpa
• how much does estate planning cost uk
• estate planning checklist uk
• mirror wills and lpa package
• estate planning for blended families uk
• estate planning after retirement uk

F.3On-page must-haves

• H1: "Estate Planning Bundle UK — Wills, LPAs and a Plan for £399"
• Meta title (≤60 chars): "Estate Planning Bundle · Wills + 4 LPAs · £399 · LegalHelp"
• Meta description (≤155 chars): "Mirror Wills + 4 LPAs + a personalised Estate Planning Roadmap. Everything sorted, £399 for both of you. Solicitor-reviewed. Self-help legal tool."
• Schema: Product + Service + FAQPage + Review
• FAQ section answering top 12 PAA questions
• Internal links to: Will G3 · Will Checker · LPA (single) · Letter of Wishes · Personal Legal MOT · Probate referral
• Trust signals + sample Roadmap preview + 35–50 min estimate + price comparison strip
• Side-by-side "What you get" breakdown listing all 12 deliverables
• Rob endorsement if agreed
• Mobile-first layout

F.4Page title & meta — compliance-safe drafts

Title candidates:

• A: "Estate Planning Bundle · Wills + 4 LPAs · £399 · LegalHelp"
• B: "Get Everything Sorted — Will, LPAs, Roadmap · From £249 · LegalHelp"
• C: "Estate Planning Package UK — Solicitor-Reviewed · £249 / £399 · LegalHelp"

Meta candidates:

• A: "Mirror Wills + 4 LPAs + a personalised Estate Planning Roadmap. Everything sorted, £399 for both of you. Solicitor-reviewed. Self-help legal tool."
• B: "Wills, Lasting Powers of Attorney, and a complete plan — drafted from your interview, reviewed by a real solicitor, signed by you. From £249. Self-help legal tool."

F.5Compliance-safe content programme

Ten supporting articles:

1. "What is estate planning, really? Plain-English guide." Top-of-funnel.
2. "Do I need an LPA as well as a will?" Two-products-vs-one comparison; very high conversion to bundle.
3. "Property & Financial vs Health & Welfare LPA — what's the difference?" Converts to bundle (which includes both).
4. "How much should estate planning cost in the UK?" £399 anchors well.
5. "Estate planning checklist for couples in their 50s and 60s." Highest-conversion piece.
6. "What happens if you lose mental capacity without an LPA?" Deputyship is expensive and slow.
7. "Estate planning for blended families." Second-marriage cohort.
8. "What is the residence nil-rate band?" IHT authority piece.
9. "How to talk to your children about your estate plan." Trust-building.
10. "Five things your executor needs to know." Cross-sells the Roadmap.

F.6Off-page / amplification

Rob fit. Strong but mature in voice. The bundle is for the user beyond "I need a will" — thinking about the full picture.

Charity partner fit. Excellent. Captures both the Will (legacy gift) and LPA (care-relevant). Stronger co-branding opportunity than Wills alone.

MSE / Which? fit. Strong. £399 bundle vs Co-op's £1,400+ equivalent is a natural piece. Which? Wills + LPA white-label plausible.

PR angle. Headline: "The £1,000 estate planning gap — most UK couples pay 3x more than they need to for the same outcome." Plus the blended-families and cohabitee narratives.

Affiliate / partner channels.

• IFA / wealth managers — natural cross-sell
• Mortgage brokers (retirement / equity release) — high-LTV audience
• Funeral directors — opt-in legacy channel
• Care home providers — incoming-resident audience
• Charity legacy programmes — strongest single channel
• Employee benefits — corporate-wellness benefit
• Will Aid — sponsorship play

F.7The marketing "do not say" list — product-specific additions

• "Tax-efficient bundle" / "Avoid IHT" — never
• "Bulletproof estate plan" — never
• "We'll handle everything" — we don't; user signs, registers, stores, acts
• "Save 75% on solicitor fees" — substantively true but framing-poor; say "everything you need for £399"
• "Family-office service for £399" — over-promises
• "Get your LPAs registered in one click" — registration requires user OPG submission

GBuild dependencies & open questions

G.1What we need before launch

• Multi-document AI pipeline — drafter producing Will + LPAs + Roadmap from one session. Owner: Pablo. Depends on Wills G3 pipeline; bundle adds Roadmap + LPA renderers.
• LPA form-fill engine — Product 9's B4 component. Owner: Pablo.
• Roadmap generation logic — decision-tree + AI narrative; more sophisticated than Will Checker. Owner: Pablo.
• Portfolio assembly + cover sheet — visual/document assembly. Owner: Pablo.
• Reviewer panel — bundle review capacity — single-pass flow for whole portfolio (~25 min). Owner: Ed + panel.
• Compliance copy sign-off on every interstitial, document footer, roadmap section. Owner: Ed.
• Content programme — 10 articles. Owner: Rachel + Jemima.
• Charity partnership programme — pilot conversations. Owner: Ed + Rob.
• Storage / OPG registration journey — post-purchase UX. Owner: Rachel + Pablo.
• 3-month membership trial mechanism — auto-enrolment + opt-out. Owner: Pablo.

G.2Open questions

1. Pricing. £249/£399 are working numbers. Right discount level? Needs price-sensitivity testing.
2. Single bundle or just mirror? Single is operationally simpler; mirror is higher-value. Phase 1 with both, or mirror only?
3. Roadmap distribution. Standalone product (£49) for users with wills from elsewhere? Phase 2.
4. OPG registration support. Paid add-on ("we'll register your LPAs for £30") via regulated partner? Phase 2.
5. Bundle for adult children. "Family bundle" at deeper discount?
6. Senior-practitioner uplift threshold. £100 — right number?
7. Membership inclusion. 3 months free trial — or full year free? Permanent inclusion at higher bundle price?
8. The Executor / Attorney notification email. How aggressively to encourage opt-in?