Pivotal Legacy Planning Avaliações 

Shane was fantastic. Very professional and explained everything clearly. Would definitely recommend.

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 suited me perfectly, and the meetings felt paced well without feeling rushed. I would absolutely recommend using them.

This was our first experience writing a will and it’s not the easiest of topics to think about & discuss. Paul Hunt , Legacy Planning Consultant, from Pivotal Legacy Planning, Colchester was very personable and helped us through the process.

I've been putting off making a will for many years never getting round to it but after getting in touch with pivotal and Paul I should have done it years ago everything was explained and made so easy.

Brilliant service answered all questions with easy to understand responses

Andy was really helpful, informative and genuinely nice to talk to. There was plenty of communication during the process and we felt comfortable discussing all elements when writing our will.

My experience was good with Paul he explained things clearly, was very helpful.
Luckily, I had a will in place which was decades old and needed updating, names removed / added, which made my process very easy.
I highly recommend his services.

Shane was incredibly helpful and walked us through the process, explaining in terms we understood. Feel secure in knowing everything is in place should the worst happen.

5star services

Very impressed with the professional service received from Paul in relation to taking out a Will through Pivotal. The process was very straightforward, informative and felt reassured throughout. Wouldn't hesitate recommending.

We had appointments with Shane Brooks about a will, it was more straight forward than I was expecting which was a relief.
The communications from Shane were great, and he worked around us.
I would highly recommend this company if you are looking to complete a will.

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.

Paul was an absolute diamond explained everything to me so clearly that I understood the whole thing ..

Paul was great!
prompt, good communication, explained everything clearly.

After being told about the wonderful experience my sister had, I thought it would be good to use them as well, especially as thy were giving a discount as well.
Paul, was very good at explaining the process and what i needed along with also being patient with me as well.
The overall end to end process was quick and easily, and a good experience.

Paul was great. Very helpful and efficient. Talked us through each step and supported us with his knowledge.

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.

Pivotal Legacy Planning has made every step of making a will as easy as possible.
Paul Hunt has been so friendly, helpful and knowledgeable throughout! Thank you for making this important process as straightforward as possible

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

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.