Pivotal Legacy Planning Reviews 

Our experience with Pivotal Legacy Planning was incredibly efficient and reassuring from start to finish. What could have felt like a daunting process was handled quickly, clearly, and with real care.
After setting up income protection through their partner family company, we were swiftly referred to their will writing services. The transition was seamless, with no delays or confusion, and everything was explained in plain, understandable terms.
The will writing itself was completed far more quickly than expected, without feeling rushed, and we felt fully supported throughout the process.

Quick Response, Professionally done and staff, Easy to deal with.

Paul was very patient and professional, the meetings went very well and the processes wasn't as daunting as I initially anticipated.

Quick and easy service Shane was very friendly, helpful and knowledgeable. Easy to change appointment if needed. Karen

Superb. Paul was very patient with our questions and availability. Life is busy and I appreciate how he understands this. Thank you!

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 answer any questions about our wills.
He made the process stress free and simple. We will definitely recommend his service.
He put us in touch with others to help us with services he couldn’t offer. 5 star service!

Paul Hunt has been amazing
Could not be more helpful and has so much patients
Thank you paul for all your help

Just organised our will with the help and support of Paul Hunt from Pivotal Legacy Planning, who guided us through the process with ease and without pressure to make sure our wishes were met to ensure our loved ones were taken care of after our passing. Something we have been meaning to do for a long time and didn't realise that the whole process was so easy to do in the comfort of your own home.

Paul was knowledgeable, friendly, patient and helpful in getting my will written. A couple of Zoom sessions and I’ve got full peace of mind that my children’s futures and secure. Thank you so much.

Andy was amazing at helping us understand and organise our will. The process was super simple throughout and we were able to get appointments that fit our busy home life. Andy was incredibly knowledgeable and made the difficult conversations for the will something we were comfortable talking about.

Incredible experience. Thank you Paul for the support

I recently used Pivotal Legacy Planning to set up my will, and the experience was smooth from start to finish. The advisor explained everything clearly and made a process I’d been putting off feel straightforward and manageable. Communication was prompt, the guidance was easy to understand, and I felt supported throughout.
Overall, a reliable and professional service for anyone looking to get their essential documents in order.

I cannot thank Paul enough for making this process so smooth and uncomplicated. He was personable, intuitive and informative, instantly making me feel at ease. The digital information was clear and presented in a way that it could easily be understood by someone during their first experience of this type of thing. I cannot recommend them enough! Thank you.

We were referred to Shane by our insurance broker and the whole process was seamless and very easy to follow. Obviously discussing your wishes after you pass, and what will happen to those you leave behind is never a fun conversation, but Shane was very professional and thoughtful and made the whole process easy and stress-free.

Very easy to organise and the ability to do the Will over a zoom call at home makes it very convenient, we had Paul Hunt organising ours and he was brilliant 👏

Knowledable information provided to help me with providing my Will details. Very simple!

Paul was fantastic. Made the process really easy to understand and was very flexible with time. Really simple and straightforward process and great to get this completed. Thank you

Paul was incredibly helpful and pleasant throughout the journey. He made sure the process was straightforward and took time to explain every fine detail. I am very happy with the service.

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 the whole experience very easy for us and would highly recommend him and the service.

Shane was our legal will planning professional. He was great in coordination and setting up time and honorning the time throughout the process. I recommend Pivotal Legacy Planning for any one purusing creation of Will or any legal advice.