The ultimate aim of a free will offer is to get supporters to leave a gift in their will to charity. Using the legacy proposition as a hook makes sure that the charity is front and center from the very start.
Simple direct to camera video with occasional scenes of you on your laptop! The same video will be used by different charities, so the variations involve swapping out their names and descriptions.
First draft is due by December 13 and Final video is due by January 4.
Octopus Legacy (formerly known as Guardian Angel, please don’t share our new name, this is embargoed until 12th December) is a place to plan for death and find support after a loss.
When people think about planning for death and dealing with loss they think about products - wills, lasting power of attorneys, probate.
We take these cold processes and turn them into something much more human.
Share more than just money in your will. Make it your own. Why not add in a voice note? Throw in the recipe you're famous for? Share your go-to playlist? Don’t rush it, but add to it as life changes. Co-create it in conversation with friends and family.
One of the ways we distribute our online wills is via our 200+ charity partners. Gifts in wills make up a significant portion of charities income and our online tool helps charities offer a clear call to action in the form of a free will writing service.
In Feb-March 2024 we're running a campaign for our charity partners to help them promote legacy giving via gift in wills. We will be testing paid social ads across Facebook, Instagram and TikTok to encourage our charity's potential supporters to leave a gift in their will using our online will writing service.
Which is:
Here are 3 easy ways that you can save money today and choose what you’ll leave behind for the charities and people you love in the future:
Write your will for free - The Royal Naval Association have partnered with leading will writer Octopus Legacy this month so you can write your will free of charge.
Give 10% or more of your estate to charity. I chose to give 11% of my assets to The Royal Naval Association to support shipmates around the world. This doesn’t just help make your will your own, but it can also reduce your inheritance tax by 4%.
Include your funeral wishes in your will - not only does it save the people you love the worry of whether they’ve got your funeral ‘right’, but it can also avoid them spending money on things you wouldn’t have wanted or needed.
How will you make your will your own?
Write your will for free online, over the phone or face to face today.
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VISUALS + TIMELINE INFO:
similarly to the inspo video, please film this direct-to-camera and weave in scenes of you on your laptop (front-facing), as if you are browsing the landing page.
⚠️ On Oct 12 we will need you to film and include a scene of you on your laptop (side view or over the shoulder so the laptop screen is clearly visible) browsing the landing page.
Landing page for Royal Naval Association (goes live on Oct 12) - https://octopuslegacy.com/online-will?channel=partner&utmcampaign=royalnavalassocfree&utmsource=royalnavlassocfree&utm_medium=website
📌 First Draft Due Date
Please weave this into the final video, and upload on October 13. Your content will then be shared with the client for review, and revisions will be communicated by December 20.
Final versions are only needed by January 4.
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
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:
BRANDS WE ADMIRE & WHY:
COMPETITORS:
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:
COMPETITORS: