Octopus Legacy Will Writing Services - BOW Quiz & Estate Planner Call
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Confirm that you have thoroughly read through the brief and are happy to fulfill it. By confirming, you also agree to complete and submit the required content within 5 days of receiving the product (if any*).
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Project Summary
The Brief
It can be easy to put off writing your will. Many people assume the process of will-writing is complicated, expensive or scary – but with us, it’s none of the above. You can take a quiz which will show you exactly what you need to get sorted, and jump on a free call with one of our expert estate planners, who can guide you through the process and answer any of your questions. At Octopus Legacy, we’re here to make writing a will as simple as possible, for everyone.
We'd like a video which feels like a candid chat between a creator and their audience, in which the creator highlights how Octopus Legacy makes will writing and estate planning simple.
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Octopus Legacy is a place to plan for death and find support after a loss.
We make the practical part of planning for death simple. We have a quiz that tells you exactly the steps you need to follow to get your death admin sorted: https://octopuslegacy.com/bow/start/welcome
We also offer will services online, over the phone and in-person [https://octopuslegacy.com/will-writin g ] as well as streamlined lasting power of attorney [https://octopuslegacy.com/lasting-power-of-attorney ] and probate services [https://octopuslegacy.com/probate]. You can write the legal elements of your will in as quick as 15 minutes and for as little as £90. Nice and easy.
Plus, we have a team of expert estate planners on hand to help you with anything you need.
But we also take these stale processes and turn them into something much more human.
We invite you to share more than just money in your will. Make it your own. Shape your legacy, in real-time. Why not add in voice notes for your loved ones? Throw in the top-secret recipe you're famous for? Share your Desert Island Discs? Don’t rush it, but add to it as life changes. Co-create it in conversation with friends and family.
{Creator speaking to camera}
Did you know that only 35% of adults in the UK have made a will?
Trust me, I know from experience that it can be easy to put off writing your will. For a long time, I assumed that the process was complicated and expensive – and I had no clue where to start with it all. So I kept putting it further and further down my to-do list…
Then, after having my [daughter/son/children] I realised I finally needed to sort my estate out.
Thankfully I found Octopus Legacy, who made the whole process so easy.
{Show the process of taking our quiz, BOW, link can be found here: https://octopuslegacy.com/bow/start/welcome . Say the text below as voiceover}
I filled out a 2-minute quiz on their website and they showed me exactly how legally and financially prepared I was when it comes to estate planning. They gave me a score, which is like a credit score for death, and broke down what to do next step-by-step to improve it – which was super helpful.
{Back to creator speaking to camera}
I also jumped on a completely free call with one of their expert estate planners, called Danni. She was so friendly and answered all of my questions about my will (even the silly ones, like [insert silly question here e.g. what actually is a will]) and I felt so reassured about the whole process.
In the end, it took me around half an hour to write my will. Looking back now, I honestly can’t believe I’d been putting something off that was so easy.
Not sure if you need a will, or have any questions about estate planning?
Take Octopus Legacy’s quiz and speak to one of their experts today, for free.
Estate Planning doesn’t have to be the death of you. Go on, tick it off your to-do list.
Do:
Film in natural light, ideally facing a window
When not directly speaking to a camera, use VO but ensure the audio quality is seamless and natural
Use copyright free music, and remember to submit the version without
Keep it lively and energetic - we want to encourage the audience to take action
Shoot high-res
Add subtitles, please use white writing against a black background to ensure it’s accessible for all
Don’t:
Sound like you’re reading off a script
Film via TikTok app. In case of revisions please edit with CapCut or similar
Blurry footage, not being able to see you clearly.
Film in your bedroom
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MISSION: Death is tough enough. Our mission is to use technology and real-life experience to make sure that it’s not any tougher than it needs to be.
VISION: To be the UK’s go-to brand when people talk about, plan for, and deal with death.
VALUES:
- Compassionate: Never exploit anxiety. Always reduce complexity and anxiety around death.
- Customer First: Deliver the best experience and value for our end user.
- Trustworthiness: We’re honest, transparent and we have integrity.
- Constant-improvement: We’re curious - always learning, testing and improving to build an intuitive process.
BRANDS WE ADMIRE & WHY:
- Stephenson Law: Ditching the jargon and empowering people. Strong use of the founder story. B2B but not dull as dishwater.
- Lemonade: Relatable, empowering voice. Knows its audience. Ditches the jargon and speaks in clear, plain terms. Millennial-friendly tone of voice. Nails the balance between authority and disruptor status. Feeling that they care about their consumers.
- Hertility: Sophisticated and trustworthy brand identity. Logo builds authority with a nod to science. Copy first approach.
- Nude: Jargon busting. Knows its audience. Makes something that’s dull and stressful feel fun and empowering, fun, and relatable.
- Gaia: Relatable, inclusive imagery. Balances the hard reality of an IVF journey with the optimism of creating a family. Bold assertive voice & strategic use of the founder’s story builds trust. A tailored approach empowers the individual and shows they care about the customer.
- Headspace: Accessibility, empowering users, care for users, clear mission.
- Poppy’s Funerals: Calm, warm, professional look and feel puts people at ease. Brightens up the dull and dreary death space. Copy first approach. Position themselves apart from the funeral industry (where trust is low) via directness and clarity of tone.
- Marshmallow: Simplifying a complex space. Adding fun, life, and positivity to a commodified and dull space. Illustrations breathe life into the copy-led approach. Build confidence through a lack of noise, transparency, and calmness.
- Monzo: Bold, eye-catching and creates a statement. Informative, delivering messaging clearly and to the point.
- Huddle: Balanced between people and the product/service itself.
- Laka: Copy and tone of voice. Feeling part of something. Doesn’t exploit anxiety.
COMPETITORS:
- FAREWILL
- BEYOND
- MY WISHES
- LEMONADE
- DEAD HAPPY
- TRUST AND WILL
ACCESSIBLE VS ANXIETY-INDUCING: We don’t use over-complicated technical jargon. We make conversations around death accessible, not anxiety-inducing or confusing.
STORYTELLING AS A WAY OF BRINGING PEOPLE TOGETHER: We don’t talk in blanket statements. Everyone’s experience of death is different. Instead, we can encourage open communication by championing individual stories.
DIRECT: We don’t beat around the bush. As a brand, we use ‘death’ rather than ‘passed away’. We are direct without being crass.
GROUNDED: We know that nothing we say or do will remove the emotional difficulty of death. We will never promise that.
BRANDS WE ADMIRE & WHY:
- Stephenson Law: Ditching the jargon and empowering people. Strong use of the founder story. B2B but not dull as dishwater.
- Lemonade: Relatable, empowering voice. Knows its audience. Ditches the jargon and speaks in clear, plain terms. Millennial-friendly tone of voice. Nails the balance between authority and disruptor status. Feeling that they care about their consumers.
- Hertility: Sophisticated and trustworthy brand identity. Logo builds authority with a nod to science. Copy first approach.
- Nude: Jargon busting. Knows its audience. Makes something that’s dull and stressful feel fun and empowering, fun, and relatable.
- Gaia: Relatable, inclusive imagery. Balances the hard reality of an IVF journey with the optimism of creating a family. Bold assertive voice & strategic use of the founder’s story builds trust. A tailored approach empowers the individual and shows they care about the customer.
- Headspace: Accessibility, empowering users, care for users, clear mission.
- Poppy’s Funerals: Calm, warm, professional look and feel puts people at ease. Brightens up the dull and dreary death space. Copy first approach. Position themselves apart from the funeral industry (where trust is low) via directness and clarity of tone.
- Marshmallow: Simplifying a complex space. Adding fun, life, and positivity to a commodified and dull space. Illustrations breathe life into the copy-led approach. Build confidence through a lack of noise, transparency, and calmness.
- Monzo: Bold, eye-catching and creates a statement. Informative, delivering messaging clearly and to the point.
- Huddle: Balanced between people and the product/service itself.
- Laka: Copy and tone of voice. Feeling part of something. Doesn’t exploit anxiety.
COMPETITORS:
- FAREWILL
- BEYOND
- MY WISHES
- LEMONADE
- DEAD HAPPY
- TRUST AND WILL
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