Pivotal Legacy Planning Reviews 

153
TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Considering 81 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their professionalism, friendliness, and exceptional ability to explain complex information clearly and understandably. The service is frequently highlighted as efficient and straightforward, making processes like will writing manageable and stress-free for customers. People appreciate the supportive customer service and the smooth user experience, which helps them feel completely at ease even during potentially difficult discussions. The overall experience is consistently described as excellent, with many customers highlighting the convenience and reliability of the services provided. Reviewers found the entire process easy to organize, often appreciating the flexibility of online meetings and the patient, understanding approach of the advisors.

What people talk about most

Staff

Consumers consistently report positive experiences with the staff, highlighting their professionalism,... See more

Service

Reviewers highlight positive aspects of service, consistently praising its friendly, efficient, and... See more

User experience

People report positive experiences with user experience, finding the entire process professional,... See more

Customer service

Customers consistently report positive experiences with customer service, highlighting helpful and... See more

Reviews shaping this summary

Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

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 rea... See more

Rated 5 out of 5 stars

Very professional and friendly service. Paul was a delight to work with across the appointments we had, broke things down into simple terms for us and was very patient with all our questions. He made... See more

Rated 5 out of 5 stars

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 le... See more


Company details

  1. Legal Services

Written by the company

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.


Contact info

4.9

Excellent

TrustScore 5 out of 5

153 reviews

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4.9

All reviews

(153)

80 reviews in the last 12 months

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Rated 5 out of 5 stars

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.

March 23, 2026
Unprompted review
Rated 5 out of 5 stars

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.

March 16, 2026
Unprompted review
Rated 5 out of 5 stars

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

March 11, 2026
Unprompted review
Rated 5 out of 5 stars

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.

March 9, 2026
Unprompted review
Rated 5 out of 5 stars

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 =)

February 24, 2026
Unprompted review
Rated 5 out of 5 stars

⭐⭐⭐⭐⭐

⭐⭐⭐⭐⭐

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!

February 26, 2026
Unprompted review
Rated 5 out of 5 stars

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!

February 24, 2026
Unprompted review
Rated 5 out of 5 stars

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.

February 23, 2026
Unprompted review
Rated 5 out of 5 stars

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.

February 5, 2026
Unprompted review
Rated 5 out of 5 stars

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

February 4, 2026
Unprompted review
Rated 5 out of 5 stars

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

February 2, 2026
Unprompted review

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