Treating customers like family since 1990
Here To Support You
Important Information – Royal Mail have announced postal strikes on Thursday, 24th, and Friday, 25th November, Wednesday, 30th November and Thursday, 1st December. Where possible, we will send digital documents securely via your Toolboxx account to alleviate any delays these strikes may cause. We will do everything we can to post any physical documents to you and administer incoming post as soon as possible. Please do speak to the customer care team if you have any concerns.
As part of our commitment to bringing you the best Bereavement and Life Planning Services, we have designed a digital Toolboxx®, which is free to register. You can access different tools to help you plan for the future, legally and financially, giving you and your loved ones peace of mind, now, every day and in years to come.
Have a look at the features available and start planning, if you haven’t already!
Speak to the Life Planning Team/Bereavement Team for more information and to see if you are eligible for discounts as part of your package with us.
Lifetime Planning Plus Bereavement Support
The online services* are written by legal experts, without jargon, using simple multiple-choice questions as opposed to complicated forms.
Register now, make your Will or Lasting Power of Attorney, receive professional advice and bereavement support when you need it and access other unique features.
Making A Will
Write or update your Will; you decide who should benefit when the time comes.
Also known as a Living Will, it allows you to document decisions about your medical treatment, in advance.
Lasting Power of Attorney
Appoint Attorneys to make decisions at a time when you are unable to.
Takes you through each step of what to do when someone dies.
Subscribe to Toolboxx® Extras
Detail what you would like to happen to your online accounts, or at your funeral, and leave messages for your loved ones.
Online Filing Cabinet
Record where your important documents are, and upload them to your online filing cabinet. Ensure your loved ones know where to look if anything were to happen to you.
Leave messages for your loved ones by uploading videos, audio messages, photos and notes; safe in the knowledge they are stored securely until the time comes.
Take the burden away from your loved ones and make sure they know what you would like at your funeral. From songs to flowers; music to a headstone; you can detail it all.
From your Amazon login to your device passcode; record your online life and make sure your loved ones know what you would like to happen to your accounts.
*Subject to suitability
Get To Know Us
We grew from humble beginnings as Personal Estate Planning (Legal Services) Limited into Trust Inheritance Limited, an employee-owned Trust Corporation. We strive to give the best service possible to our customers; new ones as well as those we have supported for many years.
We have won awards and have been nominated for many more, all because we genuinely want to bring customers jargon-free, value for money, advice and services. Where you need specialist support, we have taken the burden away from you and found the best, regulated providers in the industry.
Putting customers first
Has one of our team made you think WOW! What great customer service? Why not nominate someone for a Wow! Award. Simply complete a nomination form to help inspire and reward our staff, and help us focus on what you, our customer, values the most.