Heritage Estate Planning

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Reviews

1. Emma Hallett ★★★★★

   Heritage was recommend to me as I needed their help quite quickly and had certain deadlines that they worked hard and efficiently to achieve. I have had to communicate with them a lot this year and they’ve been patient and shown genuine care and sympathy for me and my then situation. I have dealt mainly with Jemma who made a difficult situation so much easier and I can’t thank her enough. I would thoroughly recommend Heritage!

   1 month ago
2. Martin Hills ★★★★★

   Helen was really efficient and helpful and exceptional. Explaining everything in detail and advising us on options to suit our family circumstances and ensure everything was covered and giving us piece of mind in the worst case scenarios. Helen was really patient with us and helpful in making sure we were happy with the whole process. Would highly recommend Helen and Heritage Estate Planning to anyone thinking of sorting out wills and estate management.

   almost 2 months ago
3. Sharon Thomas ★★★★★

   I have used Heritage Estate Planning a few times now and so have my family members. Ally and her team have made something that I would find very complicated a breeze to work through. They have prepared my Will (and adjusted it a few times for me with no bother) as well as recently preparing my Power of Attorney's. The staff are very polite, professional, accommodating and always ready to help/advise. I would have no hesitation to recommend Heritage Estate Planning to anyone! Thanks Ally & team !

   almost 2 months ago

1. Marian ★★★★★

   We are incredibly grateful to Heritage Estate Planning for guiding us through the entire process of creating our Wills and Lasting Power of Attorney documents. What seemed like a daunting task was made simple and clear from start to finish. Helen demonstrated exceptional professionalism and patience. She took the time to explain every detail, ensuring we fully understood the implications of each decision without ever feeling rushed. Thanks to the excellent service we received from Helen and her team, we now have complete peace of mind, knowing our affairs are in order. If you need efficient, knowledgeable, and genuinely supportive estate planning services, look no further. Highly recommended!

   almost 3 months ago
2. Sue Ackland ★★★★★

   We highly recommend Helen from Heritage Estate Planning. Helen has been absolutely amazing. Incredibly thorough, professional, and consistently kept us informed throughout the entire process. We felt confident and supported every step of the way. We couldn’t be more pleased with the service she provided.

   almost 4 months ago
3. Lucy Thomson ★★★★★

   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!

   almost 2 years ago

1. Tracey Seils ★★★★★

   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.

   almost 3 years ago
2. Jane Leadbetter ★★★★★

   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!

   almost 3 years ago
3. Lynn Watson ★★★★★

   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.

   almost 3 years ago

1. Andi Burnham ★★★★★

   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.

   almost 3 years ago

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