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

Highly recommend

This is something I had put off for far too long as I thought it would be complicated. I was wrong! From beginning to end the process was simple and easy.

All my questions were answered with an explanation that both myself and my husband understood. If you need a will, I highly recommend these guys!

All done at our convenience, no sales pitches, straightforward and a simple process. My mind is now at ease.

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

Need a will - don't hesitate

Simple, easy and informative process.

Any question we had, was answered with an explanation me and my partner understood. If you need a will doing, get these to do it! Slick process, fitted around our free time and didn't try and push extra sales of anything.

March 3, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi James, Thanks for taking the time to leave feedback. It really is appreciated. Ryan - Manager

Rated 5 out of 5 stars

Spoke to Ryan and Paul

Spoke to Ryan and Paul, who both assisted me in writing my will easy and quick process

March 3, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Jason, Thanks for leaving feedback. It was a pleasure helping you. Ryan - Manager

Rated 5 out of 5 stars

Get a will done and ask this firm to do it.

My wife and I dealt with Ryan who was exceptional throughout. The process was straightforward but every detail was covered.

I never knew not having a will was a concern until it was done, at that point I felt like weight was off my shoulders.

I would happily recommend the firm and Ryan.

February 26, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Liam, it was pleasure looking after you and Carly. Thanks for taking the time to leave feedback. Ryan - Manager

Rated 5 out of 5 stars

Amazing service

Paul was incredibly helpful throughout the whole process. Everything was explained and the whole thing seemed really easy
Would recommend to anyone

February 24, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Josh, Thanks for taking the time to leave feedback. I've passed on your feedback to Paul. Ryan - Manager

Rated 5 out of 5 stars

Great service

Great service, thank you Paul!

February 20, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Suzanne, thanks for taking the time to leave feedback. Ryan - Manager

Rated 5 out of 5 stars

Professional and considerate of your wishes

I wanted to express my appreciation for Ryan at Pivotal Legacy Planning for his exceptional guidance during the will-writing process for my wife and me. He was very professional and considerate of our wishes throughout the entire process, ensuring that we were fully informed of all available options while providing valuable advice and guidance.

After receiving such excellent service, I have referred my family members to Ryan, and they are now in the process of drafting their wills as well.

If you need assistance with creating a will, I highly recommend speaking with Ryan and the team at Pivotal Legacy Planning.

February 13, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Brad, Thanks for your kind words and taking the time to leave feedback. It was a pleasure looking after you and thank you for your referrals. Ryan - Manager

Rated 5 out of 5 stars

Paul made the process very easy to…

Paul made the process very easy to understand and was very reasonably priced. Would highly recommend.

February 10, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Mark, I've passed your comment on to Paul. Thanks for leaving feedback. Grealy appreciated. Ryan - Manager

Rated 5 out of 5 stars

Exceptional service!

Exceptional service!
Ryan put me at ease straight away and explained the whole process of making my will in great depth and making it a lot less daunting.
Communication was great throughout with additional advice relating to an existing life insurance policy.
I would highly recommend.

February 5, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Kris, Glad we got your will sorted for you and you were happy with the service. Thanks for taking the time to leave feedback. Ryan - Manager

Rated 5 out of 5 stars

Paul was incredibly helpful and…

Paul was incredibly helpful and considerate through the whole process. Writing a will can be quite a challenge but Paul explained all of the steps very clearly and made us feel at ease. Wouldn’t hesitate to recommend these guys to family, close friends and colleagues.

February 6, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Steve, Thanks for taking the time to leave feedback and kind words. I've passed your comments on to Paul. Ryan - Manager

Rated 5 out of 5 stars

Paul was flexible when planning dates…

Paul was flexible when planning dates for our meetings and provided a top service. Made the process very easy, thanks Paul.

January 31, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Lisa, thanks for taking the time to leave feedback. It really is appreciated. Regards Ryan - Manager

Rated 5 out of 5 stars

Ryan made the process very easy to…

Ryan made the process very easy to understand, he listened to my requests and answered any questions. He was very helpful, great communication throughout the process. A pleasure doing business with him.

February 3, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Kerryn, It was a pleasure looking after you and Ross and I am pleased you were happy with our service. Regards Ryan - Manager

Rated 5 out of 5 stars

Paul made our will writing experience…

Paul made our will writing experience very simple and easy, explaining everything we needed to know and assisting us in this process. Have recommended service to our friends. Glad for peace of mind that things are in order and equipped with a greater understanding on everything this entails

January 29, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Zoe, Great to hear that you were pleased with our service and happy to recommend PLP to your friends. Thank you. Regards Ryan - Manager

Rated 5 out of 5 stars

Paul made the whole experience really straightforward and offered good advice!

Paul was exceptional in delivering a positive service and made the process of setting up our will as simple and easy as possible. He offered brilliant advice in other areas, that related to our existing insurance policies and, referred us to the relevant people to help us get the best out of our policy.
Paul was friendly and made myself and my husband feel very comfortable discussing our wishes. Thank you!

January 7, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Sarah, Thanks for taking the time to leave feedback. We've shared your feedback with Paul and the team. Regards Ryan - Manager

Rated 5 out of 5 stars

Paul made a daunting task easy and friendly…

Paul was amazing at guiding us through making our Wills by putting us at ease and explaining everything in a way that didnt overwhelm us but left us in control still. We had been putting off doing our wills for a while as found the idea very daunting but Paul's personalised approach to our meetings made the whole experience so
easy. Lovely touches like remembering our Football team from previous conversations and picking up on social queues of moments that where difficult for us to do put us at ease. We never felt pressured in the first consultation to go ahead with our Wills and felt like our concerns and questions where really listened to and answered. Brilliant experience.

November 16, 2024
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Mrs T, Thanks for you taking the time to leave this glowing review of Paul and PLP. I have shared the feedback with our senior management team and the wider group. Regards Ryan - Manager

Rated 5 out of 5 stars

Paul made completing our will very…

Paul made completing our will very simple and stress free. He made the whole process less daunting and very straightforward explaining every step and I am happy that everything is in place and my mind is at rest.

January 25, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Rebecca, I am pleased you have been happy with the service and feel assured that your will is now complete. Thanks for taking the time to leave feedback. Regards Ryan - Manager

Rated 5 out of 5 stars

Pivotal - Wills made easy

Paul at Pivotal made the whole process of creating our wills very straightforward. He throughly explained the roles of those named in the will and listened to our wishes at all stages. It was completed through 2 very simple Zoom calls.

January 17, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Chris, Thank you for taking the time to leave feedback, it really is appreciated. I have passed on your feedback to Paul and the team. Regards Ryan - Manager

Rated 5 out of 5 stars

Will service

Great service, great information

January 17, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Abi, thanks for taking the time to leave feedback. Ryan

Rated 5 out of 5 stars

Writing a Will was always something my…

Writing a Will was always something my husband and I kept putting off. That was until we spoke to Paul at Pivotal. He was very friendly, professional, knowledgable and made the whole process so straightforward and comfortable that we ended up wondering why we had left it so long!

January 2, 2025
Unprompted review
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Reply from Pivotal Legacy Planning

Hi Sharon, thanks for taking the time to leave feedback. I've shared this with Paul and the team. Regards Ryan - Manager

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