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

Paul Hunt who assisted me in putting my…

Paul Hunt who assisted me in putting my will in order was very helpful and efficient in covering all aspects and situations that may occur and assisted me In a professional and caring manner on my final my wishes

May 31, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Simon, I am pleased to hear that you were happy with the service. Thank you for taking the time to leave feedback. Ryan - Director

Rated 5 out of 5 stars

Great service

Great service. Paul explained the whole process very clearly and answered all my questions. It was quick and simple not as stressful as I thought it could be.

May 28, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

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

Rated 5 out of 5 stars

Excellent service

Excellent service, and would highly recommend Paul.

May 28, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

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

Rated 5 out of 5 stars

An extremely easy and straightforward…

An extremely easy and straightforward process. Paul was very knowledgeable and helpful throughout.

May 20, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

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

Rated 5 out of 5 stars

The experience was very positive

The experience was very positive, all concerns resolved.

May 17, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

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

Rated 5 out of 5 stars

Clear, helpful and friendly.

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 explained clearly what we needed to do, offered advice, and was respectful of our decisions.
We thoroughly recommend his services.

May 19, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Catherine, thanks for taking the time to leave feedback. Your feedback has been passed on to the team and Paul. Regards Ryan - Director

Rated 5 out of 5 stars

Knowledgeable and friendly approach

Paul was super in helping my partner and I write our wills. He made the process very easy and was clear in answering any questions we had. Highly recommend!

May 13, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

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

Rated 5 out of 5 stars

Paul is a wonderful Will provider

Paul is a wonderful Will provider. He’s services were effortless from start to finish and Paul made the whole process so easy. I would highly recommend. 5 star service.

May 14, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

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

Rated 5 out of 5 stars

Paul is an exceptional Will Service…

Paul is an exceptional Will Service provider. He took us through the Will journey smoothly and attended to all our enquiries.

We are highly please to recommend Pivotal Legacy Planning to anyone that requires Will services.

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

Excellent Service

Very professional and explains well options available to a customer. I strongly recommend Pivotal Legacy Planning for will writting. Paul Hunt provided exceptional service throughout the entire process.

May 9, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Lewis, thanks for taking the time to leave feedback. I've passed your comments on to Paul. Regards - Ryan

Rated 5 out of 5 stars

Paul has been excellent

Paul has been excellent, professional but friendly and patient. I will recommend your service to our friends and family.

April 23, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Caroline, thanks for your feedback. I have passed this on to Paul. We will be happy to help any of your friends and family as mentioned. Thank you for taking the time to leave feedback. Ryan - Manager

Rated 5 out of 5 stars

Excellent

Excellent, swift service from knowledgeable and helpful advisors. My will was delivered quickly and 100% correct.
Storage service offered is very reasonably priced and I especially appreciate the option of a professional executor in reserve, also a reasonably priced option.

April 24, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Caroline, Glad you've been happy with the service. Thank you for taking the time to leave feedback. Ryan - Manager

Rated 5 out of 5 stars

The process was so straightforward…

The process was so straightforward making a will you always think it will be complicated. The professionalism and all the information they have is so helpful Nothing was too much trouble and they are very knowledgeable. It was easier than I thought.

April 24, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi, glad you found the process easy and straightforward. Thank you for taking the time to leave feedback. Ryan - Manager

Rated 5 out of 5 stars

Fantastic process from start to finish

Fantastic process from start to finish. Ryan was helpful, polite, and explained everything necessary to ensure each option was understood before proceeding.

April 24, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Andrew, it's been a pleasure looking after you both and thank you for taking the time to leave feedback. Ryan - Manager

Rated 5 out of 5 stars

Easy process, no stress and quick

Very easy process, making it stress free to complete our will and have peace of mind. From the initial call, to final completion, it was a swift process, where any questions we had were answered. We were given sufficient time to discuss things as a couple before proceeding. Our advisor had the perfect blend of friendly and professional. Wouldn’t hesitate to recommend.

April 14, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Leanne, thanks for taking the time to leave feedback and I am pleased you were happy with the service. Ryan - Manager

Rated 5 out of 5 stars

Very helpful

Very helpful, polite, explained everything easily and slowly. Answered all questions easy to be understood.

April 14, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Thanks for taking the time to leave a review. We appreciate it. Ryan -Manager

Rated 5 out of 5 stars

Great Advice and Brilliant Service

Although we had been wanting to do our wills for some time we were worried it would be expensive and also a long drawn out process.
Pivotal Legacy Planning made the process really simple and were extremely considerate and polite during our calls. We are truly grateful that we have now got everything sorted so that our family are protected and our wishes can be carried out.

April 2, 2025
Unprompted review
Rated 5 out of 5 stars

Clarity of how important it is to have…

Clarity of how important it is to have a will in place to protect your loved ones especially if you have children.

Simple process and accomodated around our free time.

Any questions were answered well which made it to understand simple and effectively.

March 15, 2025
Unprompted review

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