Estate Planning Solutions Reviews

A painless process. Two video calls with Martin in which I received excellent advice and forms were completed, a bit of proofing and then done! Very happy with the high level of service. Oh, and nice people!

If your plan is to take out a trust fund i would advise you to look into the cost of all the extras. We have ended up paying just less than£6,000 . They use Royal mail 2nd class which delays the process even more, also we have had emails from different members of staff, wrong forms sent to my Daughters. So all in all not the best, but we are nearly there..

As current customers it was very quick easy to update our will .

A friendly and professional service, thoroughly completed with great efficiency. We can definitey recommend this company.

Made the process easy to understand and guided us on what can be a difficult subject

Efficient and informative service, super prompt communication throughout the process and excellent follow up. Thank you

Needed to update some details in our Will. We discussed this in a video meeting and received the updated Will in a timely manner. Happy with the whole process.

Paul Dodsworth and the staff are very helpful and knowledgeable and have been a pleasure to deal with over the last ten years I have used them They have been most helpful in listening to our requirements in relation to our wills and the trusts we have set up despite there been several complications in what we require

It's a pleasure to deal with Estate Planning Solutions. The staff are pleasant, patient , professional and quickly resolve any questions that I've posed. I've already recommended the company to family and friends. Thanks again to all the staff who have helped me.

Very helpful, professional and friendly

Communication and responding to requests.

Really great service, complex topics explained in simple, compassionate and meaningful language that resonates and makes sense. No hard sell, no pressure, plenty of time to reflect and make sure you’re buying services and products that make sense!

I can only say that I am completely pleased with the way EPS have handled my business over the years and happy to continue. From Mr.P.Dodsworth and to the many assistants, thank you.

All situations covered and explained ,very professional .

Absolutely amazing service the help and advice given to me by Phil Ogden was brilliant, I felt my needs and wishes were taken into account, thank you

Heather explained everything very clearly she is very professional and also has a very warm and friendly manner.

Estate Planning Solutions made everything so simple, even in the most complicated of situations. I’m sure that my Will, Family Trust, and LPA documents will make life so much easier for my daughters, when the time finally comes to call to enact them.

Excellent service. Looking after my interest.

All dealt with speedily and professionally

I was unsure what to expect and was a bit apprehensive about dealing with financial matters, knowing very little about the options available. I needn’t have worried. Everything was explained very clearly and I had complete confidence in the advice I was given. Everything was done very professionally and I couldn’t be more happy with the outcome.