Legacy Fortress

Draft for legal review, 3 November 2026. Not yet in force. Items in [brackets] need confirming.

Terms and conditions

These terms are the agreement between you and [COMPANY NAME] when you use Legacy Fortress. We've written them plainly; please read them.

1. What Legacy Fortress is, and isn't

Legacy Fortress is a secure place to keep records, documents and wishes, and to choose who can see them now or later. It is not a solicitor and doesn't give legal, financial or tax advice. Storing a will here doesn't make it valid; a will must be made and signed properly. We don't check that what you store is accurate or complete.

2. Your account

You must be 18 or over and give accurate details. Keep your sign-in details and authenticator safe; you're responsible for activity on your account. Tell us at once if you think someone else has used it.

3. Your content

What you store stays yours. You give us permission only to store it, protect it, show it to you and share it as you instruct. Only store information you're entitled to store. Don't store anything unlawful.

4. Sharing and people you name

You choose who can see what. People you invite confirm their identity with an ID check before they're connected. Being connected or verified never gives access on its own; only your choice does. You can stop sharing at any time.

5. Release after death or loss of capacity

If you nominate people for later, they can ask for your Vault to be released after your death or loss of capacity. We release it only after a person on our team has reviewed the evidence (for example a death certificate or registered Power of Attorney) and the person has passed a fresh ID check. Once we grant that access, it is recorded and can't be changed afterwards. We can't guarantee that every institution will accept what's released, and we may refuse a release if the evidence isn't satisfactory.

6. Plans and payment

  • Free is free, with the limits on the pricing page.
  • Premium costs £3.99 a month or £39 a year including VAT, paid by card through Stripe, and renews automatically until you cancel.
  • A free trial lasts 14 days. We email you 3 days before it ends; cancel before then and you won't be charged.
  • Cancel any time in Settings › Billing. Premium continues to the end of the period you've paid for. [REFUND POLICY TO CONFIRM.]
  • If a payment fails, we'll ask you to update your card; if it isn't fixed within [14] days, your account moves to Free. Nothing is deleted.
  • We'll give you at least 30 days' notice of any price change.

7. Your right to cancel

As a UK consumer you can cancel a new Premium subscription within 14 days of buying it. [WORDING ON COOLING-OFF AND THE FREE TRIAL TO CONFIRM.]

8. Partners

If an organisation provides your Premium plan, it never sees your Vault unless you share it with them. If their licence ends, your account moves to Free (or you can pay for Premium yourself) and nothing is deleted.

9. Using the service properly

Don't try to access other people's Vaults, get around our security or ID checks, or use the service to harass anyone. We may suspend an account that breaks these terms, after telling you why where we can.

10. Availability

We work hard to keep Legacy Fortress available and your data safe, with backups, but we can't promise it will never be interrupted. Keep your own copies of important originals.

11. Liability

[LIABILITY WORDING FOR SOLICITOR TO DRAFT.] Nothing in these terms limits liability for death or personal injury caused by negligence, for fraud, or anything else that can't be limited by law, and nothing affects your statutory rights.

12. Closing your account

You can close your account at any time and download everything first. We delete your Vault after [PERIOD], except records we must keep by law, as explained in our privacy policy.

13. Changes and law

We'll tell you before important changes to these terms. These terms are governed by the law of England and Wales; if you live in Scotland or Northern Ireland, you can also bring proceedings there.

Questions? Contact us. Last updated: [DATE].