Our People
From Head Office; to our Marketing and relationships arm; to our legal team, here are the faces that makeup Team Trust Inheritance.
Trust Inheritance
Joanne
Managing Director / Chief Finance Officer
Charlotte
Chief Commercial Officer
Karen
Head of Human Resources / Company Secretary
Sarah
Group Operations Executive
Lindsay
Bereavement Services Executive
Steve
Founder & Board Adviser
Alan
Board Adviser
Dale
Head of IT
The Bereavement Team
Chris
Bereavement Adviser
Kate
Bereavement Adviser
Rebecca
Senior Case Manager & Paralegal
Amy
Case Manager & Paralegal
Sue
Head of Property Sales
Laura
Trainee Case Handler
Sally
Trainee Case Handler
Has one of our team made you think WOW!? … Then let us know. Click here to nominate them for a WOW! Award.
Legal and Customer Support
Gill
Regulated by SRA, Aff.SWW
Head of Legal Services & Solicitor
Ekta Porter
Regulated by SRA, STEP Affiliate
Head of Legal Practice & Solicitor
Angie
Aff.SWW
Head of Estate Planning
Natalie
Aff.SWW
Senior Life Planning Adviser
Trudi
Aff.SWW
Finance Manager
Sophie
MSWW
Head of Group Operations
Jasmine
Group Operations Coordinator
Sharon
Group Operations Coordinator
Lisa C
Aff.SWW
Paralegal
Kirsty
Aff.SWW
Paralegal
Shannon
Customer Support Team
Jasmine
Customer Support Team
Alaina
Customer Support Team
Hannah
Customer Support Team
Kye
Customer Support Team
Alfie
Operations Software Developer
Depsi
Administrator
Sophia
Administrator
Poppy
Junior Administrator
Red Apple Law & Toolboxx® Limited
(Part of the Trust Inheritance Group)
Mel
Chief Executive Officer
Larraine
Aff.CILEx Aff.SWW
Legal Executive
