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

Evaluating 80 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for being professional, friendly, and highly knowledgeable. Reviewers highlight the helpfulness and patience of the team, who clearly explained complex information and answered all questions. The overall service is frequently described as excellent, with many people recommending it for its reliability and professionalism. Customers found the entire process to be easy, straightforward, and stress-free, often completed efficiently and making them feel comfortable. No significant minority sentiment was identified, as all feedback consistently reflected positive experiences with the company's services and staff.

What people talk about most

Staff

People report positive experiences with staff, consistently highlighting their helpfulness, professionalism,... See more

Service

Consumers consistently report positive experiences with the service, describing it as friendly, efficient,... See more

User experience

Customers had positive experiences with user experience, finding the entire process professional,... See more

Customer service

Reviewers mention positive feedback about customer service, highlighting that representatives are incredibly... 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)

75 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Excellent service

Paul was so helpful and made everything really easy and comfortable. Would definitely recommend

July 28, 2025
Unprompted review
Rated 5 out of 5 stars

Excellent service

Paul was excellent throughout the process making all of our options super clear and the writing process itself really simple.
Fully recommend him and pivotal legacy planning!

July 24, 2025
Unprompted review
Rated 5 out of 5 stars

Pivotal Legacy Planning were amazing…

Pivotal Legacy Planning were amazing from start to finish in arranging our will. Ryan O'Kane was especially helpful, giving us clear instructions on what to do and guiding us through the entire process. We would definitely recommend their services and are very satisfied customers!!

May 5, 2025
Unprompted review
Rated 5 out of 5 stars

Amazing experience with Paul

A very simple process for our first experience having a will written. Paul made everything clear from the 1st appointment and reassured us through every decision. Would definitely recommend to anyone looking to get a will.

July 10, 2025
Unprompted review
Rated 5 out of 5 stars

Clear and concise process to get such…

Clear and concise process to get such an important thing such as a Will sorted. Took the time to explain and ask questions to ensure we were thoroughly informed and making the right decisions for us which even included reviewing our Life insurance to ensure it best serves us. Overall would recommend to anyone looking at getting their Will written.

July 8, 2025
Unprompted review
Rated 5 out of 5 stars

Reliable and Professional Service

My experience with Pivotal Legacy Planning was very positive. The process was clear and well-structured, and any questions I had were answered promptly and professionally. I appreciated the straightforward communication and the support provided throughout. Overall, a reliable and efficient service that I would feel confident recommending to others.

June 13, 2025
Unprompted review
Rated 5 out of 5 stars

Writing our Will was brilliant and Ryan…

Writing our Will was brilliant and Ryan was there every step of the way throughout and guided us through. Ryan assisted through everything and answered any questions we had.

I will highly recommend Ryan and his team to anyone that is in need of a Will,
Thank you!

July 4, 2025
Unprompted review
Rated 5 out of 5 stars

Would recommend Pivotal!

Pivotal made my will planning & life insurance set up so straight forward while also taking the time to explain everything to me.
Everyone I dealt with was super helpful. Would definitely recommend. They made what can be a sensitive topic okay to deal with.

July 3, 2025
Unprompted review
Rated 5 out of 5 stars

Highly recommend

The overall process was very simple, for something so important I would encourage anyone to use this service. Paul was great, he made the process so easy and was very personal and helpful throughout.

July 3, 2025
Unprompted review
Rated 5 out of 5 stars

A very professional, easy experience.

Very easy experience to go through. Everything has been explained very clearly and time was taken to ensure it was all understood. Wills take a little while to organise on these appointments but this is going to be the same everywhere. I believe it would have also taken longer elsewhere. Would highly recommend this service to others. Paul was very professional.

June 24, 2025
Unprompted review
Rated 5 out of 5 stars

Amazing

Paul was super supportive whilst helping us to complete our Will! He was very informative about the whole process and a really lovely person to talk to!

Thanks for your help x

June 24, 2025
Unprompted review
Rated 5 out of 5 stars

M.Doori

We’ve been extremely pleased with the service provided by Pivotal Legacy Planning. Paul has been professional, approachable, and incredibly efficient throughout the entire process. Writing a will can feel quite daunting, but Paul made it a smooth and straightforward experience. He worked around our schedule, and the appointment was quick and to the point—without being rushed. We truly appreciate the support and would definitely recommend Pivotal Legacy Planning to others. Thank you again!

May 14, 2025
Unprompted review
Rated 5 out of 5 stars

Great service producing our Will.

Overall a very quick and easy process made very straight forward by Sam at Pivotal Legacy Planning.

June 10, 2025
Unprompted review
Pivotal Legacy Planning logo

Reply from Pivotal Legacy Planning

Hi Tony, thanks for taking the time to leave feedback. Regards Ryan - Director

Rated 5 out of 5 stars

Excellent Service

I recently had the pleasure of working with Paul to help organise my will, and I couldn't be more impressed with the service he provided. He was incredibly knowledgeable, explained everything clearly, and made the entire process feel straightforward and stress-free. Paul was not only professional, but also genuinely friendly and approachable, which made a real difference during what can be quite a sensitive and serious task. I felt completely at ease knowing I was in good hands. Highly recommended!

June 5, 2025
Unprompted review
Pivotal Legacy Planning logo

Reply from Pivotal Legacy Planning

Hi Marika, what a lovely review for Paul. Thanks for taking the time to leave feedback, it's greatly appreciated. Regards Ryan - Director

Rated 5 out of 5 stars

Paul made the process very clear and…

Paul made the process very clear and easy. We had been putting this off for ages as we thought it would be complex and costly. Thanks for your help and guidence

June 4, 2025
Unprompted review
Pivotal Legacy Planning logo

Reply from Pivotal Legacy Planning

Hi Paul, thanks for taking the time to leave feedback. Regards Ryan - Director

Rated 5 out of 5 stars

Fantastic experience

We had a fantastic experience with Paul. He is calm, polite and informative and made the whole process very clear and easy.

June 4, 2025
Unprompted review
Pivotal Legacy Planning logo

Reply from Pivotal Legacy Planning

Hi J Gallagher, thanks for taking the time to leave feedback. Regards Ryan - Director

Rated 5 out of 5 stars

Paul has been excellent from start to…

Paul has been excellent from start to finish. Worked around us and the appointment time was quick and efficient - not long and drawn out. Thank you very much. Would definitely recommend you!

June 2, 2025
Unprompted review
Pivotal Legacy Planning logo

Reply from Pivotal Legacy Planning

Hi Catherine, it's great to hear you are happy with service provided. Your comments have been passed on to Paul and the team. Regards Ryan - Director

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