Our People

Trust Inheritance

Steve

Founder & Chief Executive

Lindsay

Chief Operations Officer

Joanne

Chief Finance Officer

Karen

Head of Human Resources / Company Secretary

Sarah

Personal Assistant to Executive Directors

Alan

Board Adviser

Dale

Head of IT

The Bereavement Team

Charles

Bereavement Adviser

Chris

Bereavement Adviser

Kate

Bereavement Adviser

Sue

Head of Property Sales

Legal and Customer Support

Gill

Regulated by SRA, Aff.SWW

Head of Legal Services & Solicitor

Ekta Porter

Regulated by SRA

Head of Legal Practice & Solicitor

Abraam

Regulated by SRA

Solicitor

Rebecca

Head of Probate & Paralegal

Sophie P

Paralegal

Kirsty

Paralegal

Lilly

Trainee Paralegal

Lisa C

MSWW

Head of Legal Support

Natalie

Aff.SWW

Chief Legacy Planning Officer

Sophie

MSWW

Head of Records Management & Compliance

Trudi

Aff.SWW

Head of Customer Care

Megan

Aff.SWW

Head of Customer Engagement

Sharon

Customer Support Manager

Depsi

Administrator

Jasmine

Customer Care Team

Shannon

Administrator

Laura

Administrator

Marketing and Relationships Trust Inheritance Group

Angie

Managing Director

Lisa W

Aff.SWW

Chief Commercial Officer

Has one of our team made you think WOW!? … Then let us know. Click here to nominate them for a WOW! Award.

Red Apple Law & Toolboxx® Limited

(Part of the Trust Inheritance Group)

Mel

Chief Executive Officer

Charlotte

Chief Executive Officer

Larraine

Aff. CILEx Aff.SWW

Legal Executive

Lauren

Head of Marketing