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

Looking at 50 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for being professional, friendly, and highly knowledgeable, making the process comfortable and easy to understand. People appreciate the clear communication and detailed explanations provided, ensuring a smooth user experience. The service itself is frequently described as excellent, with many noting the efficiency and straightforward nature of the process. Reviewers often highlight how representatives put them at ease, even during sensitive discussions, and were patient with all questions. This approach made complex topics manageable and stress-free for consumers, leading many to recommend the service for its reliable and professional support.

What people talk about most

Staff

Consumers find staff to be positive, highlighting their professionalism, helpfulness, and clear explanations.... See more

Service

People report positive experiences with service, consistently highlighting its friendly, efficient, and... See more

User experience

Users describe positive interactions with the overall user experience, finding the process professional,... See more

Customer service

Customers consistently note positive experiences with customer service, highlighting that representatives are... 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)

80 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

I couldn’t be happier with the service…

I couldn’t be happier with the service I received. The whole process was professional from start to finish, and arranging everything was straightforward and stress-free. They were incredibly helpful, took the time to answer all of my questions, and explained everything clearly. Their knowledge and expertise gave me complete confidence that my will was being prepared properly. I would highly recommend their services to anyone looking for a friendly, efficient, and professional will writing service.

4 July 2026
Unprompted review
Rated 5 out of 5 stars

Good service

Good service, attentive, clear. Dealing with Shane was easy. H explained all the details and made the process simple.

11 June 2026
Unprompted review
Rated 5 out of 5 stars

The service was amazing

The service was amazing. Andy was really good and professional, he explained me everything and made sure I understand. It was easy and fast. Thank you

14 June 2026
Unprompted review
Rated 5 out of 5 stars

Thought it was about time to sort my…

Thought it was about time to sort my will out and Andy Kerton was the guy I needed. He was very informative and helpful and answered all that I asked. I would thoroughly recommend him if you’re looking to do the same!

17 June 2026
Unprompted review
Rated 5 out of 5 stars

Highly recommend

Shane was extremely helpful and guided me through what can be seen as quite as sensitive topic. I’m very happy to have gone through Pivotal for my will writing. I would highly recommend to anyone as the process was smooth and straightforward.

8 June 2026
Unprompted review
Rated 5 out of 5 stars

Easy peasy lemon squeezy!

Communication has always been really clear and prompt without being pushy.
Paul was really down-to-earth, and was particularly patient with me when I had to reschedule. Being able to meet online suited me perfectly, and the meetings felt paced well without feeling rushed. I would absolutely recommend using them.

27 May 2026
Unprompted review
Rated 5 out of 5 stars

Personable & professional

This was our first experience writing a will and it’s not the easiest of topics to think about & discuss. Paul Hunt , Legacy Planning Consultant, from Pivotal Legacy Planning, Colchester was very personable and helped us through the process.

29 May 2026
Unprompted review
Rated 5 out of 5 stars

Very happy…

I've been putting off making a will for many years never getting round to it but after getting in touch with pivotal and Paul I should have done it years ago everything was explained and made so easy.

26 May 2026
Unprompted review
Rated 5 out of 5 stars

Really helpful and professional.

Andy was really helpful, informative and genuinely nice to talk to. There was plenty of communication during the process and we felt comfortable discussing all elements when writing our will.

30 April 2026
Unprompted review
Rated 5 out of 5 stars

Shane was incredibly helpful

Shane was incredibly helpful and walked us through the process, explaining in terms we understood. Feel secure in knowing everything is in place should the worst happen.

21 April 2026
Unprompted review
Rated 5 out of 5 stars

Professional service

Very impressed with the professional service received from Paul in relation to taking out a Will through Pivotal. The process was very straightforward, informative and felt reassured throughout. Wouldn't hesitate recommending.

9 April 2026
Unprompted review
Rated 5 out of 5 stars

We had appointments with Shane Brooks…

We had appointments with Shane Brooks about a will, it was more straight forward than I was expecting which was a relief.
The communications from Shane were great, and he worked around us.
I would highly recommend this company if you are looking to complete a will.

23 March 2026
Unprompted review

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