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

Considering 78 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for being exceptionally helpful, patient, and thorough when explaining complex legal steps involved in writing wills. Reviewers mention that advisors put them completely at ease during sensitive and potentially overwhelming discussions. Consumers note that the overall journey is remarkably smooth, efficient, and stress-free, turning daunting tasks into manageable steps. People also appreciate the incredible convenience of handling everything from home through virtual video calls and clear digital guidance. Many individuals state they would readily recommend these reliable professional services to anyone seeking peace of mind.

What people talk about most

Staff

Consumers express deep satisfaction with the staff, highlighting their exceptional knowledge, patience, and... See more

Service

Customers consistently note positive experiences with service, highlighting a friendly, efficient, and... See more

User experience

Reviewers highlight positive aspects of user_experience, noting that the entire process is smooth, fast, and... See more

Customer service

Clients share positive opinions on customer service, consistently praising the helpful, informative, and... 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

Very helpful team.

Very helpful team.

Made everything very easy to understand for us and the team especially Mr. Shane have been very helpful to us towards explaining everything.

31 October 2025
Unprompted review
Rated 5 out of 5 stars

Paul was fab!

Paul was so helpful and explained very clearly the whole process. We didn't feel overwhelmed or confused as Paul made everything easy to understand. Very pleased we have done this with Pivotal Legacy Planning.

24 October 2025
Unprompted review
Rated 5 out of 5 stars

Will writing

We recently had Paul help us organise our will and he was great! Very personable and happy to help with any queries or questions we had. He made the process so easy and we had everything completed after just 2 calls. Would definitely recommend.

30 September 2025
Unprompted review
Rated 5 out of 5 stars

A decision made easier!!

Considering the conversation you are having the discussion was handled sensitively and respectfully. Plenty of useful info provided making decisions easier. Thanks Paul for your help!!

27 September 2025
Unprompted review
Rated 5 out of 5 stars

I had a couple of meetings with Shane…

I had a couple of meetings with Shane this process was so easy Shane was easy to talk to and explained everything very well. I have recommended Shane to some of my friends who I do have with contact him as he made the process very easy. Thank you

18 September 2025
Unprompted review
Rated 5 out of 5 stars

Paul Hunt was great

Paul Hunt was great! The whole process was very efficient, and Paul made us feel so comfortable, even when having the necessary difficult discussions to make a will. Thank you for your help!

20 September 2025
Unprompted review
Rated 5 out of 5 stars

Very professional

Very professional.
Shane was very patient and explained everything that we need to know .
We even recommended this service to our friends.

18 July 2025
Unprompted review
Rated 5 out of 5 stars

Paul Hunt from Pivotal was amazing at…

Paul Hunt from Pivotal was amazing at sorting my will. He talked me through the process clearly and explained each stage thoroughly. It is a tricky thing to do and Paul made the process much easier. I would definitely recommend.

29 August 2025
Unprompted review
Rated 5 out of 5 stars

Would highly recommend

Paul immediately put us at ease. He answered all of our questions professionally and took time to explain each step in detail. We would recommend this service.

6 September 2025
Unprompted review
Rated 5 out of 5 stars

Thank you

Thank you Paul for going through the will process with us. He made us feel very at ease and the process less overwhelming. Thank you for all your help!

6 September 2025
Unprompted review
Rated 5 out of 5 stars

Excellent service and support

The whole process was really smooth and much quicker than I thought it would be. Setting an appointment was really easy as they sent through emails and texts with the link to book (they do not let you forget!)

We spoke to Shane, who was excellent throughout. He walked us through everything clearly and he was very understanding in the times when we didn't have a straight answer for the questions. He was happy to go back and change things that we had reconsidered, and was always clear about what would happen in all the different possible events. It was really helpful for us to be able to check everything and decide what was best for us; we were never encouraged one way or the other at any point, just given all the details we needed to make an informed decision.

I would recommend Pivotal to others.

28 August 2025
Unprompted review
Rated 5 out of 5 stars

Even though the process of writing a…

Even though the process of writing a will is not the most happiest of occasions we were able to express our thoughts and what we wanted to Shane who was able to give us all the information we needed and wanted to make the process easy would highly recommend to other to use and have done.

8 August 2025
Unprompted review
Rated 5 out of 5 stars

Super easy and personal!

Been very happy with the service from Pivotal. Paul made the process straightforward to understand and was really clear and helpful. The service was friendly and personal throughout; making it feel like a positive experience.

1 August 2025
Unprompted review

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