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
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Review summary
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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
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
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
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
20a Strover House, Crouch Street, CO3 3ES, Colchester, United Kingdom
- 01206 731 900
- hello@pivotallegacyplanning.co.uk
- pivotallegacyplanning.co.uk
4.9
Excellent
153 reviews
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Wills
Me and my husband have been putting of making wills for years.
Ryan made the process simple with a great explanation how it all works.
Easy and simple. Highly recommended.
January 16, 2025
Unprompted review
Reply from Pivotal Legacy Planning
Hi Petra, thanks for taking the time to leave feedback. It was a pleasure helping you arrange your wills. Regards Ryan - Manager
first class service
Paul was great, he was extremely professional and patient in answering all our questions during the process, we had 2 zoom calls with a short gap in between so that we could read the information at our leisure and did not make us feel obliged to accept the service. It was a thoroughly worthwhile time spent putting in place our joint will, this gives us peace of mind which is important.
January 7, 2025
Unprompted review
Reply from Pivotal Legacy Planning
Hi Pedro, thanks for taking the time to leave feedback. I've shared your feedback with Paul and the team. Regards Ryan - Manager
We have been meaning to do our Wills…
We have been meaning to do our Wills for many years, Ryan made the process of our Mirror Wills so easy and explained each step with us. He also takes the time to speak to our Executors to explain their role and ask if they have any questions
Will 100% recommend Pivotal Legacy Planning to friends and family
January 6, 2025
Unprompted review
Reply from Pivotal Legacy Planning
Hi Jenny, It was a pleasure helping you with your wills. Thank you for taking the time to leave feedback. Ryan - Manager
Paul was great to deal with
Paul was great to deal with, explained everything and made the process very easy.
January 6, 2025
Unprompted review
Reply from Pivotal Legacy Planning
Hi Matthew, thank you for taking the time to leave feedback. We really do appreciate it. Regards Ryan - Manager
Brilliant!
I have been meaning to get my will done for so long but kept putting it off, however Ryan made the process so easy, took his time to work with me and around my schedule to get this done correctly. I’m so pleased and would recommend them to everyone!
January 3, 2025
Unprompted review
Reply from Pivotal Legacy Planning
Hi Sara, thank you for taking the time to leave feedback. It's been a pleasure looking after you and I am glad we could help. Regards Ryan - Manager
Excellent helpful service
We had an excellent experience writing our mirror will with Paul. We didn't really know where to start but he talked us through the whole process. We would highly recommend and use again. Thank you!
January 2, 2025
Unprompted review
Reply from Pivotal Legacy Planning
Hi Steph & Matt, Thank you for taking your time to leave feedback and your kind words. We are glad we could help. Regards Ryan - Manager
5 Star Service
I have been meaning to write a Will for years and felt overwhelmed by the complexities, of what I thought the process would be. Ryan explained everything very clearly and I now have the confidence and understanding to be able to move forward. Thank you for the excellent and smooth service which has enabled me to finally organise my Will. I would highly recommend Pivotal Legal Planning to anyone that finds themselves in a similar position. 5 star service!!
November 12, 2024
Unprompted review
Reply from Pivotal Legacy Planning
Hi Nina, It was a pleasure looking after you and i'm pleased we have been able to help you. Regards Ryan
Great Experience
Great Experience,
Ryan is outstanding. Made the process easy and straight forward to understand too. Thank you so much for making a potential daunting process very stress free.
November 13, 2024
Unprompted review
Reply from Pivotal Legacy Planning
Hi Sarah, thanks for taking the time to leave us a review. It is greatly appreciated. Regards Ryan
Great experience from start to finish
I had the pleasure of speaking with Ryan who gave me all the information I needed and asked for, he explained in detail answers to the questions I had and genuinely seemed passionate about what he does. At the end of the process I received a very professional looking will that I’ve chosen to put into storage to keep safe! Thank you Ryan!
November 18, 2024
Unprompted review
Reply from Pivotal Legacy Planning
Hi Thomas, it was a pleasure helping you. Thank you for taking the time to leave feedback
Outstanding Service
I had the pleasure of completing my Will with Ryan & Paul, explained everything clearly and gently guided me towards the best option for me and my family. I highly recommend their services.
November 4, 2024
Unprompted review
Reply from Pivotal Legacy Planning
Hi Matt, thanks for the taking the time to leave us your feedback and I am pleased you were happy with the service.
Ryan’s knowledge is unmatched
Ryan’s knowledge is unmatched, and he really helped me out with organising my Will. Also spoke with Sam who helped me with tailored protection policies to meet my needs. Have recommended to all my family & friends. Thanks guys!
November 14, 2024
Unprompted review
Reply from Pivotal Legacy Planning
Hi Lauren, It was great helping you arrange your will. Thank you for taking the time to leave feedback. It is really appreciated. Ryan O'Kane - Manager
Completed my Will with Ryan and Paul…
Completed my Will with Ryan and Paul and they made the whole process incredibly easy and stress free. Explained everything in full and the process was friendly and professional.
October 25, 2024
Unprompted review
Reply from Pivotal Legacy Planning
Hi Richard, It was great helping you arrange your will. Thank you for taking the time to leave feedback. It is really appreciated. Ryan O'Kane - Manager
Paul and Sam were great!
October 15, 2024
Unprompted review
Reply from Pivotal Legacy Planning
Hi Naomi, thanks for taking the time to leave feedback. It really is appreciated. Ryan O'Kane - Manager
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