Our People

Trust Inheritance

Steve

Founder & Chief Executive

Lindsay

Chief Bereavement Officer

Joanne

Chief Finance Officer

Karen

Head of Human Resources / Company Secretary

Sarah

Group Operations Executive

Alan

Board Adviser

Dale

Head of IT

The Bereavement Team

Chris

Bereavement Adviser

Kate

Bereavement Adviser

Charles

Bereavement Adviser

Rebecca

Head of Probate & Paralegal

Sophie P

Paralegal

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

Angie

Aff.SWW

Senior Life Planning Adviser

Natalie

Aff.SWW

Senior Life Planning Adviser

Kirsty

Aff.SWW

Paralegal

Lisa C

Aff.SWW

Head of Legal Support

Sophie

MSWW

Head of Operations

Trudi

Aff.SWW

Head of Customer Care

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Sharon

Customer Support Manager

Jasmine

Customer Care Team

Depsi

Customer Care Team

Shannon

Customer Care Team

Laura

Customer Engagement Team

Alaina

Junior Administrator

Red Apple Law & Toolboxx® Limited

(Part of the Trust Inheritance Group)

Mel

Chief Executive Officer

Charlotte

Chief Executive Officer

Lisa W

Aff.SWW

Chief Growth Officer

Larraine

Aff.CILEx Aff.SWW

Legal Executive

Megan

Aff.SWW

Head of Customer Engagement

Alfie

Software Developer