A painless process
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!
Estate Planning Solutions is an independent estate planning company based in Macclesfield, Cheshire, specializing in the preparation of Wills, Will Trusts, Lifetime Trusts, and Lasting Power of Attorney (LPA) documentation. With over 20 years of experience in the legal services sector, the company focuses on assisting clients in safeguarding their legacies and ensuring their wishes are accurately reflected in their estate plans. The target market for Estate Planning Solutions includes individuals and families seeking professional support in managing their estate planning needs. By providing personalized consultations, the company aims to understand each client's unique circumstances, enabling them to make informed decisions regarding their wealth distribution and inheritance planning. Through a comprehensive range of services, Estate Planning Solutions seeks to deliver clarity and security for clients and their beneficiaries.
Estate Planning Solutions consistently receives high praise for its exceptional service and knowledgeable staff. Reviewers frequently highlight the team's ability to listen attentively to clients' needs, providing clear and comprehensive advice throughout the estate planning process.
Many customers commend the quick and efficient service, noting that staff members are friendly and supportive, making what can be a daunting task feel manageable. The professionalism and integrity demonstrated by team members, such as Leonie and Andrew McVeigh, are particularly noted, with clients expressing gratitude for the personal attention they received. Overall, the company excels in delivering a positive experience, with no significant complaints surfacing among the reviews.
Summary generated with AI from recent reviews
Each source counts by its number of reviews. Only reviews written by people are scored.
| Source | Rating | Reviews | Weight | 6-mo | Fake risk |
|---|---|---|---|---|---|
Trustpilot Imported Trustpilot reviews | 4.8 | 60 | 100% | +0.1 | ● Low |
Monthly average rating from reviews written by people · latest review Sep 2026.
| Month | Average | Reviews |
|---|---|---|
| Oct 25 | 5.0 | 5 |
| Nov 25 | 5.0 | 4 |
| Dec 25 | 5.0 | 2 |
| Jan 26 | 5.0 | 1 |
| Feb 26 | 4.3 | 7 |
| Mar 26 | 4.8 | 6 |
| Apr 26 | 4.7 | 3 |
| May 26 | 4.8 | 8 |
| Jun 26 | 5.0 | 4 |
| Jul 26 | 4.8 | 6 |
| Aug 26 | 5.0 | 6 |
| Sep 26 | 4.5 | 2 |
Share of positive (4–5★) and negative (1–2★) reviews mentioning each topic · based on the 60 most recent reviews.
“The service was quick and efficient, all staff extremely pleasant, answering all my concerns and explaining wording t...”
Same method for every company: overall rating, legitimacy checks, the average rating of reviews mentioning each area and the 6-month trend · Legal Services.
| Company | Overall | Legit | Service | Trend | Reviews |
|---|---|---|---|---|---|
| 4.8 out of 5 (good) | 100 out of 100 | 4.8 out of 5 (good) | +1% | 60 | |
| 4.7 out of 5 (good) | 100 out of 100 | 4.4 out of 5 (good) | — | 1,078 | |
| 4.4 out of 5 (good) | 100 out of 100 | 3.8 out of 5 (good) | — | 1,000 | |
| 4.6 out of 5 (good) | 100 out of 100 | 4.8 out of 5 (good) | −14% | 1,000 | |
| 4.5 out of 5 (good) | 100 out of 100 | 4.7 out of 5 (good) | — | 1,000 |
Bottom line: Estate Planning Solutions is #1 of 5 on overall rating in this group.
60 reviews of Estate Planning Solutions. Filter by what matters to you.
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..
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A friendly and professional service, thoroughly completed with great efficiency. We can definitey recommend this company.
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!
All situations covered and explained ,very professional .
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.
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.
Estate Planning Solutions is an independent estate planning company based in Macclesfield, Cheshire, specializing in the preparation of Wills, Will Trusts, Lifetime Trusts, and Lasting Power of Attorney (LPA) documentation. With over 20 years of experience in the legal services sector, the company focuses on assisting clients in safeguarding their legacies and ensuring their wishes are accurately reflected in their estate plans. The target market for Estate Planning Solutions includes individuals and families seeking professional support in managing their estate planning needs. By providing personalized consultations, the company aims to understand each client's unique circumstances, enabling them to make informed decisions regarding their wealth distribution and inheritance planning. Through a comprehensive range of services, Estate Planning Solutions seeks to deliver clarity and security for clients and their beneficiaries.
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