Mr John Kennett-Young

Dec 15, 2023

Secure Inheritance - our experience

We chose Secure Inheritance following some research on the internet with a view to getting wills and LPAs written. The Advisor Edward Moodie contacted us without delay following initial contact with the company and made a convenient appointment to come to us to discuss options and take all relevant details. Mr Moodie being a qualified Solicitor, was very knowledgeable and helpful in making appropriate recommendations based on our personal circumstances. There was no hard sell and no pressure of any sort and we were able to make decisions in our own time. After the initial 14 day cooling off period all matters were expedited very quickly and within a couple of weeks we were able to sign the relevant documents which are kept securely by the company. One additional option offered was the Online Executor Support Service. It is obvious that the effectiveness of this service cannot be evaluated until we die but this seemed to be a very good option with regard to helping our Executors sort out our affairs without the need to employ additional professional services and the expenses that would thereby incurred. To sum up, we would recommend Secure Inheritance to anyone needing a will or other related services. The cost of the service is reasonable and likely to be significantly below what a normal high street firm of Solicitors would charge.