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Octopus Legacy

Online estate planning and bereavement services

Overview

Octopus Legacy provides estate planning and bereavement support in the United Kingdom, combining legal and emotional planning in one place. Its platform covers online will writing, Lasting Power of Attorney forms, life insurance, probate services, and bereavement resources, with the option to store digital memories alongside documents. It works directly with consumers and partners with charities, employers, and funeral directors, and its will-writing service is subscription-based with unlimited updates. The company aims to simplify and consolidate fragmented end-of-life planning by offering a holistic, customer-centric solution backed by acquisitions and support from Octopus Group.

Significant Headcount Growth

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About Octopus Legacy

Simplify's Rating
Why Octopus Legacy is rated
B
Rated B on Competitive Edge
Rated A on Growth Potential
Rated C on Differentiation

Industries

Consumer SoftwareEnterprise SoftwareFinancial ServicesLegal

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

London, United Kingdom

Founded

2018

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Simplify's take

What believers are saying

  • May 2026 NewLaw acquisition lifted live probate caseload 348 percent instantly.
  • September 2026 charity partnerships with Royal Naval Association and Care Workers Charity drive low-cost leads.
  • Octopus Group capital backs aggressive acquisition-led expansion toward UK's largest estate planner.

What critics are saying

  • Shoosmiths and NewLaw integrations create operational risk across regulated legal workflows.
  • AI-led probate expansion without frontline hires raises service-quality and compliance failure risk.
  • Co-operative Legal Services remains larger in estate administration, limiting Octopus's category control.

What makes Octopus Legacy unique

  • Octopus Legal Services unifies wills, probate, trusts, and practical post-death support.
  • Its 2026 acquisitions brought 300,000 WSL clients and NewLaw's private-client team.
  • Octopus uses AI to automate document handling and case coordination at scale.

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Benefits

  • Health Insurance
  • Pension scheme
  • Family Planning Benefits
  • Fertility Treatment Support
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Flexible Work Hours
  • Hybrid Work Options
  • Remote Work Options
  • Unlimited Paid Time Off
  • Paid Vacation
  • Paid Holidays

Growth & Insights and Company News

6 month growth

3%

1 year growth

25%

2 year growth

25%
Today's Media
Apr 24th, 2026
Octopus Legacy acquires Shoosmiths will bank in push to become UK's largest estate planner

Octopus Legacy has acquired the will bank of Top 100 law firm Shoosmiths, strengthening its position in regulated estate planning. The deal follows Octopus Legacy's acquisition of WSL Will Writing in the past 18 months, which brought over 300,000 clients and positioned it as the UK's second-largest estate planning firm. Sam Grice, founder and CEO of Octopus Legacy, called the acquisition "an important milestone" and testament to the company's growth within the regulated space. The firm aims to become the largest private client firm in the country whilst modernising estate planning services. For Shoosmiths, the transfer aligns with its strategy of focusing on core practice areas, following previous sales of its private client team to Rothley's and personal injury business to Fletchers.

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