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Employee and Executive benefits that really count

One of the biggest measures of an employer is how they care for their people at times of bereavement. We believe that starts long before someone passes away – by providing them with legacy planning to make sure their wishes will be carried out, should the worst happen.


Over half the adult population of the UK does not currently have a will and have not taken the time to plan for a future without them. Yet, the barriers to legacy planning are ones that any caring organisation can help to address and, in doing so, have an impact on the welfare of employees and their families.

We can provide you with a range of employee and executive benefit packages which suit any business.


Wills and estate planning don’t need to be complicated; they just need the expert guidance to explain them in everyday language and the support from a caring employer to make the process easy. Our team of legacy experts are easy to reach and easy to understand, giving your teams solid, reliable information and advice they can trust.

    Over Twenty Years Providing User-Friendly And Professional Legacy
    Solutions.

    Advice And Expertise On Every Aspect of Your Organisation

    Legacy Planning as an Employee Benefit

    A standard set of services for every staff member – with the option for them to add on extra benefits at their own cost.

    Discount legacy planning packages

    Money-off offers, allowing you to make essential legacy planning services accessible to your staff – from simple online wills to full estate management services.

    Executive Benefits for your top team

    A comprehensive legacy planning review for your senior managers, helping them navigate the complexities of inheritance tax planning, shareholdings in probate and lasting powers of attorney within the business and at home.

    Probate Assistance

    In the case of a death in service, helping your employee’s family navigate probate.

    Bereavement Support

    Helping staff and families come to terms with the death of a loved one.

    Regular Reviews

    Making sure that every staff member has the right documents in place.

    Planning your organisation portfolio legacy doesn’t need to be difficult

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    Tailored Packages for Organisations

    Expert Advice

    Dedicated Account Managers