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Important News

Did you pay more than you should have?…Under a new Government scheme, those who registered a Lasting Power of Attorney between 1st April 2013 and 31st March 2017 could be entitled to a partial refund of fees paid to the Office of the Public Guardian!

Personal Estate Plan

With the Personal Estate Plan you have everything you need to plan for the future*. We have taken the burden away from you and produced easy to use, highly valued collection of services; designed and built with you, the user in mind.

The online services are written by legal experts, without jargon, using simple multiple-choice questions as opposed to complicated forms.

In additional, redeem your Personal Estate Plan voucher, receive professional advice when you need it and access other unique features.

Boost your benefits and sign up to the enhanced package or simply take advantage of the free features!

*Subject to suitability

Family & Friends Vault

Our Family and Friends vault, not only allows you to safely store your important documents, like your Will or Lasting Powers of Attorney, for example, it also allows your family and friends to benefit too!

Retrieving documents is simple too; giving you peace of mind that your documents and safe and easily accessable when you need them.

Help me decide

The right service for you

As an online customer you have exclusive access to additional services, such as our free to use How Much Help app. We know it can be difficult deciding on the best fit for your circumstance; so why not try the app and see how much professional help you may need.

*You will be directed to the How Much Help website to complete the questionnaires

Visit The Help Centre

Need a little help with one of our services? Or have a few questions? Take a look at our help centre; it’s full of resources and guides to help you. Alternatively, get in touch and we will be happy to go through any queries with you directly.

We value your opinion!

If you have a spare minute, we would love to hear what you think of your account area! Please fill out our feedback form, here.

Have your say…

Has one of the team made you think WOW! what great customer service? Why not nominate them for a Wow! Award?

It’s really simple, just complete the nomination form letting us know about your experience; it only takes a minute or so and the feedback you provide is invaluable!

Informative

“When Natalie phoned me for a telephone apt to make a new will she listened to my current situation and gave me loads of invaluable information on what to do next and how to make sure my partner and I were both protected, sensible precautions that I had no idea were needed to taken – I think she has been a life saver, I can’t thank her enough.” Liz Morgan

Engaging

“Beyond an exceptional and highly personable and engaging telephone manner it was Angie’s insight and product knowledge that particularly impressed. Angie understood our situation perfectly and brought great clarity to the discussion. A particular feature of our recent telephone conversation was Angie’s willingness to widen the brief in order to share information that she felt might be (and was) worthy of us considering. Fabulous ‘front end’ showcase for Trust Inheritance! Many thanks Angie.” Matthew Percival

Professional

“I phoned today with a query about our wills which we had made 10 years ago. We thought they would no longer be valid, and I had agonised for a long time on whether to contact you or not. Chris was so helpful and answered all my questions so professionally (and friendly) which really helped. He has re-set up our original plan over a much shorter period and this has put our minds at rest that our wishes will be carried out when the time comes!” Margaret Latham

Efficient

“Hi – I needed to update not only our address but also our will details, Sophie understood straight away and sent over the details and a reminder of policy within 2 minutes – all we needed and very quickly address- thank you Sophie” Simon Shuker

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All done? Feel free to log out. If you are unsure about anything at all, do not hesitate to get in touch.