Team

Because today was once tomorrow 

We’re here to help you leave a legacy, that can be enjoyed for generations to come. Your life’s hard work should be protected, and we’ll give you the guidance and advice to ensure that happens. 

Our team is spread across England & Wales, with our head office in the heart of England, Leicestershire. We’ve proudly been helping people to write their Will and protect their assets for a number of years, serving over 200 customers per week. We’ve helped people in many different circumstances to get peace of mind, knowing everything is sorted.

Meet the Senior Management Team

Claire Chaplin – Head of Administration Services

With overall responsibility for the Company’s administration functions, my role is to ensure the smooth transition between the various departments and ensure a timely delivery of all products. At Legacy Wills & Estate Planning we endeavour to make the customer experience as pleasant as possible. 

Dan Stevenson – Head of Operations

As the Head of Operations at Legacy Wills, I am responsible for overseeing the day-to-day activities of the business. An important part of my role is to develop and implement all of our internal processes in order to create an effective journey for our valued clients.

Geoff Baker – Senior Estate Planning Manager

It is my responsibility to ensure that staff understand our customers’ needs and provide the best possible service. It is very important that every aspect of the experience should be pleasant, prompt and easy. Our trained Trust & Estate Planning Consultants are well versed in all aspects of providing a great, and personal service to help protect your legacy.

James Melling – Estate Planning Manager

I am responsible for the training, development and management of the Trust & Estate Planning Consultants ensuring they’re up to date with the latest estate planning legislation and providing the best possible advice to you and your family.

Hardeep Gill – Trust & Estate Planning Administrator Manager

As the Trust & Estate Planning Administration Manager I am responsible for the administration function of all products & services provided by our Trust & Estate Planning Consultants. I am driven to provide a high level of customer service ensuring your experience with us is as smooth as possible.

Tricia Mistry – Will Writing Manager

I am responsible for overseeing the production of the Will writing department, ensuring all of our customers experience a quick and smooth process. I’m dedicated to ensuring our service is carried out to the highest standard.

Kim Day – HR Manager

Ensuring that all senior management and staff alike are trained, informed and consistently updated on company policies and procedures which ensures that our clients are in the best possible hands. 

Take The First Step Now

Complete the form below and one of our expert advisors will contact you shortly

100% privacy guaranteed

Testimonials

Very helpful, courteous and efficient - just what I wanted I did not want to be talked down to, or told what to do - and they were just what I was looking for - professional and efficient

David Blake, Feb 11 2017

The team at legacy wills have been very helpful and extremely courteous when talking through the full process with me. Would highly recommend.

Miss Jane Adiller, November 3

I found the advisor extremely helpful, explaining clearly any points which I was unsure about. I received my Will some days later and was pleased that the company followed up to check that I was happy with it. I did not feel pressured in any way and I would recommend this company to anyone wishing for a straightforward and efficient service.

Linda Leary, November 3

Legacy wills explained every step very clearly and anything you forgot to ask they encouraged you to contact them, they also made you feel that no question was to big or small they would always find the answer.

Juliet Patricia, December 3

Request a call back

Complete the form below and one of our expert advisors will contact you shortly