Services
What we do
With over 25 years of expertise in law and financial planning, Heritage Estate Planning offers friendly, professional advice that provides complete assurance and peace of mind.
About Us
Legal Experts with a Human Touch
Heritage Estate Planning are members of the Institute of Professional Willwriters (IPW) and adhere to their strict code of conduct. Founder and Managing Director, Alloy Ilott, is an affiliate member of STEP and passed the Level 6 Advanced will writing diploma exam in 2020.
As well as all our team being CILEX qualified and experienced practitioners in the field, we also understand that the nature of many of our services deal with sensitive issues. This could be financial, health or family related. Whatever the case may be, we take this into consideration and work collaboratively with you, both from a professional point of view, and from a human point of view.
Clients reviews
Why use Heritage Estate Planning
We had a great experience with Helen Davies at Heritage Estate Planning when making our wills. Helen was extremely knowledgeable, friendly and gave us some great advice, which meant the whole process... was seamless. Would highly recommend. Thanks so much!read more
My husband and I contacted Heritage Estate Planning following a recommendation from my daughter. The whole experience has been brilliant with Ally, Helen and the team. Will planning can be such an... emotional and confusing event however our experience was great. The team were extremely professional, responded quickly to all communications, answered all our questions expertly and provided a quick and efficient service from start to end. We would thoroughly recommend Heritage Estate Planning.read more
I had never made a will before and was initially quite daunted by the whole process. My main dealings were with Helen Davies. I felt completely comfortable and in very safe hands. The knowledge,... advice and guidance given were key enablers for sorting my Will out quickly and efficiently. I would highly recommend Heritage to anybody. Ally and her team are first class. Thank you!read more
Helen at Heritage Estate Planning had been recommended in a local group when looking for someone to help create our wills. She was so helpful & really made things easy for us. She ensured that we... were happy at all stages of creating our Wills so we were really pleased with the service. Would highly recommend.read more
Helen Davies was brilliant in sorting out our wills. We’d been trying to find someone for a while and Heritage Estate Planning were recommended to us by a mutual friend of Helen’s. The whole process... was easy and Helen was so helpful in guiding us. Would highly recommend.read more
Recent Awards & Recognition
Heritage Estate Planning has been shortlisted for 2 awards in the British Wills and Probate Awards 2023
Over 25 years of expertise in Law and Financial Planning.
Over 25 years of expertise in Law and Financial Planning.
Over 25 years of expertise in Law and Financial Planning.
Over 25 years of expertise in Law and Financial Planning.
Ready to get started?
Book a free consultation or email us.
We would love to speak to you if you have been looking for a trusted provider of wills and estate planning.
