Services

How can we help you?

With over 25 years of expertise in law and financial planning, our team is here to offer you friendly and professional advice. Our goal is to provide you with complete assurance and peace of mind, as you navigate the complexities of future planning.

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I want to write a will

Creating a will shouldn’t be stressful. We provide a compassionate, transparent service, with no hidden costs. This ensures your will is tailored to your needs and your loved ones’ future is protected.

lasting-power-of-attorney

I need a lasting power of attorney

Allow people close to you to legally make decisions on your behalf, whether that’s medical or financial needs. Know that your affairs will be handled by someone you trust, and give you and your loved ones confidence and security.

I need help with probate

Handle the process of dealing with property, money and possessions of someone who has passed away. We understand this can be a difficult time – we’re here to provide the support and advice you need with empathy and compassion.

I’d like to explore trusts

Bespoke and expert legal advice on setting up trusts for a variety of reasons that offer protection. You can trust us to manage the entire process accurately and efficiently. 

About Us

Legal Experts with a Human Touch

We believe that creating a will should be a compassionate and straightforward process. Unlike traditional solicitors who might overwhelm you with jargon and hidden fees, we offer clear communication, fixed charges, and a free initial meeting. Our experienced team will work closely with you through bespoke services that truly reflect your wishes, and protects your loved ones’ future. Let us bring some peace of mind and even a little delight to the conversation about your legacy.

Alongside being members of the Institute of Professional Willwriters (IPW), our Founder and Managing Director, Alloy Ilott, is an affiliate member of STEP and passed the Level 6 Advanced will writing diploma exam in 2020. All our team are CILEX qualified and experienced practitioners in the field.

Find out more
Clients reviews

Why choose us?

Heritage Estate Planning
Heritage Estate Planning
5.0
Based on 41 reviews
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Lucy ThomsonLucy Thomson
12:19 27 Feb 23
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
Tracey SeilsTracey Seils
14:35 05 Dec 22
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
Jane LeadbetterJane Leadbetter
13:17 28 Oct 22
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
Lynn WatsonLynn Watson
17:28 26 Oct 22
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
Andi BurnhamAndi Burnham
13:03 13 Oct 22
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
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Recent Awards & Recognition

Heritage Estate Planning has recently been awarded and highly commended in the British Wills and Probate Awards 2024

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.

It all starts with an informal chat…

Let us take care of it, and book a free consultation with one of the team.

We would love to speak to you if you have been looking for a trusted provider of wills and financial planning.

Book a free appointment