Pivotal Legacy Planning Avis 

153
TrustScore 5 sur 5

4,9

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Lisez les avis des autres

Noté 5 sur 5 étoiles

I couldn’t be happier with the service I received. The whole process was professional from start to finish, and arranging everything was straightforward and stress-free. They were incredibly helpful,... Voir plus

Noté 5 sur 5 étoiles

Paul Hunt , Legacy Planning Consultant,from Pivotal Legacy Planning ,Colchester was extremely professional and friendly and put us at ease. Explained everything in layman’s terms and was happy to a... Voir plus

Noté 5 sur 5 étoiles

Communication has always been really clear and prompt without being pushy. Paul was really down-to-earth, and was particularly patient with me when I had to reschedule. Being able to meet online sui... Voir plus

Noté 5 sur 5 étoiles

Shane was extremely helpful and guided me through what can be seen as quite as sensitive topic. I’m very happy to have gone through Pivotal for my will writing. I would highly recommend to anyone as t... Voir plus

À propos de l'entreprise

  1. Services juridiques

Écrit par l'entreprise

At Pivotal Legacy Planning, we specialise in providing tailored, professional will writing service with a personal touch. We understand that discussing your future and the legacy you leave behind can be a sensitive topic, which is why we prioritise a friendly, approachable service that puts your peace of mind first. Our team of professionals is dedicated to helping individuals and families secure their assets and protect their loved ones with well-crafted, legally sound wills. Whether you're looking to draft a new will, update an existing one, we guide you through the process with clarity, compassion, and expert advice. With a focus on simplicity and understanding, we ensure that all of our clients receive a bespoke service that meets their unique needs, helping them plan for the future with confidence and ease. At Pivotal Legacy Planning, your legacy is our priority.


Coordonnées de contact

4,9

Excellent

TrustScore 5 sur 5

153 avis

5 étoiles
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3 étoiles
2 étoiles
1 étoile

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4,9

Tous les avis

(153)

75 avis reçus au cours des 12 derniers mois

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Noté 5 sur 5 étoiles

Very happy!

Shane took us through the process step by step, explaining what all of the terminology meant in simple terms, meaning the experience was a breeze. We were given plenty of time after the first appointment to have a think about issues raised and then put pen to paper in the second appointment. Very happy with the experience and would highly recommend for some peace of mind.

23 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Will Process

From start to finish the whole process was executed to a very professional standard. Paul Hunt was very understanding and the tone in which he carried out the job was spot on. Highly recommended.

16 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Shane Brooks was easy to talk to

Shane Brooks was easy to talk to, extremely knowledgeable but made it easy enough to understand and cause no confusion. Would highly recommend this company and Shane for having a will made

11 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

EWPS - Exceptional Will‑Planning Support

We had an excellent experience working with Shane Brooks at Pivotal Legacy Planning while setting up our will. The entire process was handled professionally and smoothly from start to finish.

Shane was incredibly helpful, patient, and clear in explaining everything, which made what can often feel complicated very straightforward and stress‑free. His attention to detail and willingness to answer all our questions gave us real confidence throughout.

We would highly recommend Pivotal Legacy Planning to anyone looking for reliable and professional support with their will and estate planning.

9 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Straight forward, personable advice and support

We had Shane help us with our will writing and although there is a lot to consider it was broken down easily and explained very well.
Really happy with the service start to finish and how Shane did not rush us along or push for anything he needed, It was at our pace.

Thanks Shane, you're a gent =)

24 février 2026
Avis spontané
Noté 5 sur 5 étoiles

Shane was so helpful

Shane was so helpful and explained everything fully.
I would certainly recommend to family and friends.
Made something so important so easy!

27 février 2026
Avis spontané
Noté 5 sur 5 étoiles

⭐⭐⭐⭐⭐

⭐⭐⭐⭐⭐

We couldn’t be more grateful to Paul Hunt at Legacy Planning for guiding us through the entire process of writing a will from start to finish. From our very first meeting, Paul was professional, patient, and incredibly knowledgeable.

He took the time to clearly explain the roles of executors and guardians, along with all the finer details

Paul answered all of our questions thoroughly, giving us complete confidence and peace of mind.

We highly recommend Paul to anyone looking for a reliable, approachable, and highly competent professional to handle their will. An outstanding service from beginning to end!

26 février 2026
Avis spontané
Noté 5 sur 5 étoiles

Would recommend - great service

Shane was very helpful throughout this process. He was very knowledgeable and gave great advice. He made us feel at ease and we will be recommending their services to others. Thank you!

24 février 2026
Avis spontané
Noté 5 sur 5 étoiles

Paul Hunt was highly professional

Paul Hunt was highly professional, friendly, and incredibly helpful throughout the whole process. He took care of every detail and made sure everything was clearly explained to us. We would highly recommend him to anyone looking for excellent service.

23 février 2026
Avis spontané
Noté 5 sur 5 étoiles

Paul guided us through writing our will…

Paul guided us through writing our will with expertise. He was very approachable, knowledgable and made the process feel much less daunting. The process was swift and efficient.

16 février 2026
Avis spontané
Noté 5 sur 5 étoiles

Great service!

We have had two meetings with an excellent and supportive representative called Shane, who has been brilliant in helping me and my partner complete a mirrored will. We would fully recommend PLP, a great service.

5 février 2026
Avis spontané
Noté 5 sur 5 étoiles

Will Writing Service

Paul was very helpful from start to finish. I was guided through every stage of writing a will, and the information was well explained and questions were clearly answered. Overall, the process was reasonably quick, and I was helpfully guided to the sister companies to help sort out other life admin

4 février 2026
Avis spontané
Noté 5 sur 5 étoiles

Thank you to Shane Brooks

Had a help from Shane Brooks setting my first will. I am very thankful for all the support and information he provided me. As an introvert with feeling overwhelmed with new information and all the legal technicalities, Shane was very supportive, helpful and calm answering my questions and setting everything.
I couldn't recommend enough to choose their services . Thank you

2 février 2026
Avis spontané

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