The Legacy Company
“Having drawn up our wills over twenty years ago, we now needed to completely review the content and revise our inheritance plans. As we also required expert guidance on several issues regarding future decision making, including power of attorney, we determined to find new service provider who could meet our specific needs. After a great deal of research, we decided to go with The Legacy Company who offered us the chance to meet with one of their advisors in our own home at a time that suited our preferences and at a cost that we felt was very reasonable. We had two meetings with our advisor James McPhail. We found him to be highly personable and professional. He was incredibly knowledgeable and we learnt a great deal about finances, taxes and so forth, which to date we had had little understanding. He took the time to ensure that were fully aware the processes and he gave us clear guidance, while allowing us to feel able to discuss all aspects of our future wishes. Throughout the process we felt that our thoughts and deliberations regarding our wishes were handled with dignity and respect. We are now confident that we made the right decision and would highly recommend The Legacy Company and of course James.”