Pivotal Legacy Planning Reviews 

161
•
TrustScore 5 uit 5

4,9

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Beoordeeld met 5 van de 5 sterren

Paul arranged appointments that worked around my commitments, he was knowledgable and helpful; answering any questions I had. He was friendly and spoke with genuine interest. I’m pleased with the s... Toon meer

Beoordeeld met 5 van de 5 sterren

We've been meaning to update our wills for decades and our son recommended Paul Hunt to assist us in the task. Ours needs proved relatively simple as no Will Trusts were required but Paul still took... Toon meer

Beoordeeld met 5 van de 5 sterren

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... Toon meer

Beoordeeld met 5 van de 5 sterren

Paul explained the process clearly, answered any questions we had swiftly, and made what felt daunting before we began actually quite simple. He has a friendly yet professional manner. He explaine... Toon meer

Bedrijf heeft geantwoord

Bedrijfsgegevens

  1. Juridische dienstverlening

Geschreven door het bedrijf

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.


Contactgegevens

4,9

Uitstekend

TrustScore 5 uit 5

161 reviews

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4,9

Alle reviews

(161)

69 reviews in de afgelopen 12 maanden

Een review schrijven
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Beoordeeld met 5 van de 5 sterren

Very happy…

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.

26 mei 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Really helpful and professional.

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.

30 april 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Makes the will process easy and less daunting

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.

27 april 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Shane was incredibly helpful

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.

21 april 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Professional service

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.

9 april 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

We had appointments with Shane Brooks…

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.

23 maart 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

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 maart 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

The overall end to end process was quick and easily, and a good experience.

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.

19 maart 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

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 maart 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

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 maart 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

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 maart 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

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 februari 2026
Review zonder uitnodiging

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