What Trust Inheritance does

Trust Inheritance Limited is a UK-based, employee-owned Trust Corporation providing bereavement and lifetime planning services to individuals and families across England and Wales. Founded in 1990 as Personal Estate Planning (Legal Services) Limited and restructured in 2014 into an Employee Ownership Trust under the Finance Act 2014, the company is headquartered in Weston-super-Mare and operates with 11-50 employees. Service offerings span Will writing, Lasting Powers of Attorney (Property & Financial Affairs and Health & Welfare), Protective Will Trusts, secure document storage (The Vault), funeral wishes registration, bereavement support, and tiered probate/estate administration (Executor Toolkit DIY at £600 incl VAT, Simple Estate Administration at £2,400 incl VAT, Full Estate Administration from £5,400+ incl VAT handled by SRA-regulated solicitors). The firm's core technology is the proprietary Toolboxx® digital platform, which provides 24/7 self-service access to will drafting, LPA creation, document management, personal messages (video/audio/text), funeral wishes documentation, and digital legacy management, complemented by a physical document vault with barcode tracking and £5 million in insurance coverage.

The business model combines one-time professional service fees, recurring subscription storage revenue (Single £3/month, Couple £6/month, Wills for Life® Premium £4/month), and affiliate referral income from FCA-regulated equity release partners. Go-to-market is hybrid: product-led self-service through Toolboxx® (with free registration and try-before-you-buy elements), inside sales via telephone callback booking and live chat, and field sales for Full Estate Administration engagements. The company distributes through a 30+ partner network spanning Rocket Lawyer, Legalzoom, Aviva, Quilter, Prudential, SAIF-affiliated funeral directors, and Certainty National Will Register, while group structure includes two wholly-owned legal subsidiaries (Red Apple Law Limited, TI Law Limited) that provide in-house SRA-regulated capacity. Trust Corporation status under UK law (requiring £250,000 paid-up share capital and £2 million Professional Indemnity Insurance) confers the ability to fast-track Grant of Representation applications, reducing probate timelines from months to weeks and typically halving court fees for customers.

Name

Trust Inheritance

Legal name

Trust Inheritance Limited

Website

https://trustinheritance.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Short description

Trust Inheritance is a UK-based, employee-owned Trust Corporation providing Will writing, probate, estate administration, Lasting Powers of Attorney, secure document storage, and bereavement support to individuals and families across England and Wales.

Ownership category

akta.pro rank

Product category

Estate Planning & Probate Services

NAICS

Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)

akta.pro primary industry

Estate Administration & Probate Services (FSAAANAE)

akta.pro secondary industries

Personal & Family Trust Services (FSAAANAA), Estate Planning, Trust Structuring & Governance (FSAAADAF), Trust Administration & Fiduciary Accounting Services (FSAAANAF), Personal Trust & Fiduciary Administration (FSAEAKAA), Custody Trust & Safekeeping Services (FSAAANAD)

Keywords

• Estate administration services
• Will writing services
• Lasting power of attorney
• Probate services
• Secure document storage

Headquarters

HQ city

Weston-super-mare

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Estate Administration Services: One-time fee services for probate and estate administration including Executor Toolkit (£600 incl VAT), Simple Estate Administration (£2,400 incl VAT), and Full Estate Administration (£5,400+ incl VAT). Services can be claimed back from the estate.
2. Document Storage Subscriptions: Monthly subscription vault storage services: Single (£3/month), Couple (£6/month), and Wills for Life® Premium (£4/month). Revenue recurs monthly with customers paying ongoing for secure document storage.
3. Will Writing Services: One-time will creation and update services. Wills for Life® Premium subscribers receive free basic will updates as part of subscription.
4. Lasting Power of Attorney Services: One-time document creation and registration services for LPAs. Government registration fee of £92 per LPA paid to Office of Public Guardian (OPG).
5. Equity Release Advisory (Partner Referral): Referral services to trusted partners for equity release advice. Partners are FCA-regulated and specialist equity release providers.
6. Funeral Planning Services: Free access to National Funeral Wishes Register and supported funeral wish documentation services.

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels8 records

Core offering

Trust Inheritance provides will writing, lasting power of attorney, protective will trusts, and funeral wishes documentation (lifetime planning), plus executor support, probate applications and full estate administration (bereavement services), backed by secure physical and digital document storage in The Vault and accessed via the proprietary Toolboxx® digital platform. The company operates as a UK Trust Corporation, enabling expedited Grant of Probate applications with halved court fees, and supplements services through equity release referrals and grief support.

Product overview

Trust Inheritance offers a comprehensive suite of bereavement and lifetime planning services through both digital and traditional channels. The core product is the Toolboxx® digital platform, which provides online tools for Will writing, Lasting Power of Attorney creation, probate support, and document storage. Supporting services include: Wills and Protective Will Trusts for estate planning; Lasting Power of Attorney for decision-making delegation; The Vault for secure document storage (available in Single, Couple, and Wills for Life® Premium tiers); Funeral Wishes for documenting funeral preferences; and Equity Release referral services. Bereavement support encompasses the Executor Toolkit (DIY probate at £500+VAT), Simple Estate Administration with Fast Track probate (£2,000+VAT), and Full Estate Administration with solicitor handling (£4,500+ VAT). The company operates as a Trust Corporation, enabling expedited probate processing through courts.

Differentiator

Problem solved

Functional benefit

Products and services

• Toolboxx® Digital Platform

Quantifiable outcome

• Grant of Representation issued within weeks rather than months through Trust Corporation fast-track status
• +2 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature8 records

Partnerships

21 partnerships are on record, tiered core and minor.

• Rocket LawyercoreChannel Partner/ Reseller/ DistributorLegal services partner providing will writing and legal document services. Trust Inheritance refers customers requiring services outside their scope and receives referrals for specialist probate services.
• LegalzoomcoreChannel Partner/ Reseller/ DistributorOnline legal services partner for will writing and legal document preparation. Cross-referral relationship for customers needing specialist support beyond online DIY services.
• AvivacoreChannel Partner/ Reseller/ DistributorInsurance and financial services partner. Provides life insurance and financial products that may complement will writing and estate planning services.
• Quilter Financial AdviserscoreChannel Partner/ Reseller/ DistributorFCA-regulated financial adviser network providing investment and wealth management advice. Refers clients for lifetime planning services including wills and estate planning.
• PrudentialcoreChannel Partner/ Reseller/ DistributorLife insurance and financial services partner. Cross-referral relationship for later-life financial planning and estate planning services.
• Assist LawcoreChannel Partner/ Reseller/ DistributorLegal services partner providing solicitor services. Partnership within Trust Inheritance Group ecosystem. Cross-referral for specialist legal services.
• TI Law LimitedcoreStrategic or Co-development PartnerPart of Trust Inheritance Group. SRA-regulated solicitors providing estate planning and will writing services within the group structure.
• Red Apple Law LimitedcoreStrategic or Co-development PartnerPart of Trust Inheritance Group. Legal services firm providing additional legal capacity and specialist services within the group.
• ToolboxxcoreTechnology or IntegrationTechnology partner providing digital platform infrastructure for online services including will writing, LPA creation, and executor toolkit. White-label/embedded technology solution.
• Certainty The National Will RegistercoreTechnology or IntegrationNational Will Register partner. Trust Inheritance automatically registers customer wills free of charge (typically £30 incl VAT). Ensures wills are locatable after death.
• National Funeral Wishes RegistercoreTechnology or IntegrationFree registration service for funeral wishes. Partnership provides customers access to document and register their funeral preferences.
• Society of Will Writers (SWW)coreOthersIndustry self-regulatory body membership. Trust Inheritance complies with SWW Code of Practice. All documents drafted by SWW member. SWW provides conciliation service for complaints.
• Solicitors Regulation Authority (SRA)coreOthersRegulatory oversight for employed solicitors Gill Grinyer and Ekta Porter. Individual solicitor regulation rather than company regulation. Solicitors must practice continuing competence.
• Equity Release ExpertsminorChannel Partner/ Reseller/ DistributorSpecialist equity release adviser partner. FCA-regulated partners provide lifetime mortgage and home reversion plan advice. Trust Inheritance refers customers seeking to release property value.
• FourNationsminorChannel Partner/ Reseller/ DistributorFinancial services partner providing cross-border UK financial planning services. Referral relationship for later-life financial planning.
• ExecutorSolutionsminorChannel Partner/ Reseller/ DistributorSpecialist executor services partner for estate administration support. Referral relationship for complex estate situations.
• SAIF (National Society of Allied and Independent Funeral Directors)minorChannel Partner/ Reseller/ DistributorFuneral director trade association partnership. Trust Inheritance works with member funeral directors to support customers arranging funerals.
• Kevin Moxon Funeral DirectorminorChannel Partner/ Reseller/ DistributorIndependent funeral director partner providing funeral arrangement services to Trust Inheritance customers.
• Taylor RoseminorChannel Partner/ Reseller/ DistributorLegal services partner providing solicitor services. Cross-referral relationship for specialist legal matters.
• MacRobertsminorChannel Partner/ Reseller/ DistributorScottish law firm partner. Cross-referral relationship for customers with Scottish estate administration needs.
• IDR LawminorChannel Partner/ Reseller/ DistributorLegal services partner. Cross-referral relationship for specialist legal services.

Scale indicators6 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Farewill: Farewill is a UK online will-writing and probate platform offering low-cost digital will creation and direct cremation services. Direct head-to-head competitor to Trust Inheritance's Toolboxx® DIY and subscription will products, particularly for younger, cost-conscious customers.
• Co-op Legal Services: Co-op Legal Services is a large UK provider of wills, probate, and estate administration services, leveraging the Co-op brand nationwide. Direct competitor across Trust Inheritance's full service stack, especially for probate and estate administration.
• Lifetime Legal: Lifetime Legal is a UK law firm specializing in wills, LPAs, and estate planning services for individuals, particularly older clients. Comparable to Trust Inheritance's lifetime planning and Vault subscription offerings.
• Taylor Rose Solicitors: Taylor Rose is a UK law firm providing wills, probate, and estate planning services. Listed as a Trust Inheritance partner but also a competitor in the will writing and estate administration market in England and Wales.
• Kings Court Trust: Kings Court Trust is a UK specialist probate and estate administration provider operating as a Trust Corporation. Closely comparable to Trust Inheritance on probate services, regulated trust corporation status, and target customers needing executor support.
• Beyond (formerly Beyond.life): Beyond is a UK online estate planning and funeral services platform offering wills, LPAs and probate support. Directly comparable to Trust Inheritance on will writing, LPA creation, and bereavement service delivery models.

Broad incumbents

• Irwin Mitchell Private Client: Irwin Mitchell is one of the largest UK law firms with a substantial private client practice covering wills, trusts, and estate administration. Adjacent incumbent competing for higher-value estate administration cases Trust Inheritance targets.
• Rocket Lawyer UK: Rocket Lawyer is a global online legal services platform offering DIY will writing and legal documents in the UK. Listed as a Trust Inheritance partner but also competes on basic will writing and LPA, with a much larger brand and customer base.
• Slater and Gordon (Wills): Slater and Gordon is a major UK law firm offering wills, probate, and estate administration as part of a broader legal services portfolio. Broader incumbent competitor with overlap on Trust Inheritance's regulated estate administration services.

Others

• Certainty The National Will Register: National Will Register is the UK will registration service that Trust Inheritance partners with for free customer will registration. Ecosystem participant rather than direct competitor, but adjacent to the will storage and retrieval market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/trustinheritance
• LinkedInlinkedin.com/company/trust-inheritance-ltd
• Xx.com/trustinheritanc

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trust Inheritance