Heritage Wills
Heritage Wills is a privately held UK Will-writing and estate planning firm (founded 2002, Norwich-headquartered) serving individual consumers and a small corporate client base across East Anglia and the South East with Wills, LPAs, trusts, probate, and funeral plans delivered via offices, home visits, and virtual consultations.
- Company typePrivate
- Founded2002
- HeadquartersNorwich, United Kingdom
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Heritage Wills does
Heritage Wills (legal name: Heritage Will Writers) is a UK private limited company founded in 2002 and headquartered in Norwich, Norfolk, that delivers consumer-facing Will writing, estate planning, and probate services across East Anglia and the South East of England. The firm's core product set comprises Will Writing, Lasting Powers of Attorney (LPA) for property & financial affairs and health & welfare, discretionary lifetime and property protection trusts, Tenants in Common arrangements, full Probate Services (offered for over 15 years), Funeral Plans, and a recurring Client Care Package that bundles secure document storage, free annual Will updates, an Executor helpline, and registration with Certainty the National Will Register. In 2021 it extended into tax and financial consultancy and a residential sales and lettings service. A Corporate Benefit Package targets businesses purchasing Wills as an employee benefit.
Distribution is multi-channel and consultative: free consultations are delivered in person at two offices (Norwich headquarters and a St Ives, Cambridgeshire regional hub), via home visits across Norfolk, Cambridgeshire, Huntingdonshire, Lincolnshire, Hertfordshire and parts of the Midlands, and remotely over Zoom, Skype, WhatsApp, Facetime, Microsoft Teams, and telephone. Pricing is a fixed-fee structure with a freemium tier (free basic Wills for NHS frontline staff during COVID-19).
Underlying technical capability is conventional legal-services tooling - document preparation and secure storage - augmented by an 'Attestation Station' at the Norwich HQ created during COVID-19 to safely witness Will signings. Revenue is overwhelmingly transactional (per-engagement fees for Wills, LPAs, trusts, and probate), with the Client Care Package as the only explicitly recurring subscription stream. Leadership and technical oversight are provided by Society of Trust and Estate Practitioners (STEP) qualified managers, and the firm has won the National Paralegal Awards' Will Writing Organisation of the Year in 2019, 2020, and 2021, plus the inaugural British Wills and Probate Awards' Regional Will Writing Firm of the Year (2018). The company is independently owned with no parent, no subsidiaries, and no disclosed funding or M&A activity; Stuart Burrell serves as Managing Director (since 2020, succeeding founder-era MD Kathy Long), supported by a Marketing Manager (Paul Rowlands) and field-based Estate Planning Consultants (e.g., John Grantham, James Pond).
Heritage Wills firmographics
Firmographics- Name
- Heritage Wills
- Legal name
- Heritage Will Writers
- Website
- https://heritagewills.co.uk
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Heritage Wills is a privately held UK Will-writing and estate planning firm (founded 2002, Norwich-headquartered) serving individual consumers and a small corporate client base across East Anglia and the South East with Wills, LPAs, trusts, probate, and funeral plans delivered via offices, home visits, and virtual consultations.
- Ownership category
- akta.pro rank
Heritage Wills industry classification
Industry- Product category
- Estate Planning and Probate Services
- NAICS
- Trusts, Estates, and Agency Accounts (52592)
- SIC
- Services-Legal Services (8111)
- akta.pro primary industry
- Family & Private Client (Trusts & Estates) Law (BPAHAAAK)
- akta.pro secondary industries
- Estate & Probate Administration Services (FSAEAKAD), Estate Administration & Probate Services (FSAAANAE), Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where Heritage Wills is headquartered
LocationHeadquarters
- HQ city
- Norwich
- HQ country
- United Kingdom
- HQ region
- Europe
Offices9 records
Markets served
Heritage Wills business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D, Others
Revenue model
- Will Writing Services: Primary revenue stream from writing Wills for individual clients, with fixed fee structure
- Lasting Power of Attorney (LPA): Legal document preparation for LPA services covering financial affairs and health & welfare
- Trust Services: Discretionary Lifetime Trusts and Property Protection Trusts for estate planning and tax efficiency
- Probate Services: Full probate service providing assistance with administering estates, offered for over 15 years
- Client Care Package: Annual document storage, Will updates, Executor helpline, and Certainty National Will Register registration
- Funeral Plans: Funeral planning services as part of comprehensive estate planning
- Corporate Benefit Package: Bespoke Will writing services offered to businesses for employee benefits packages
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | One time/ perpetual license | Free basic Will for NHS frontline staff |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
Heritage Wills product offering
Product offeringCore offering
Heritage Wills is a professional estate planning firm that drafts legally valid wills, lasting powers of attorney, discretionary lifetime trusts, property protection trusts and tenants-in-common arrangements, delivered by STEP-qualified Estate Planning Consultants. The firm also arranges funeral plans, administers probate estates, and provides an annual Client Care Package for ongoing document storage and amendments.
Product overview
Heritage Wills is a dedicated Will writing and estate planning service company, not a software product. The company offers a unified suite of estate planning services delivered through qualified Estate Planning Consultants. The core services include Will Writing and Probate Services, supported by Lasting Powers of Attorney (LPA). Additional protective services include Discretionary Lifetime Trusts, Property Protection Trusts, and Tenants in Common arrangements. The Client Care Package provides ongoing document storage and annual updates, while the Corporate Benefit Package extends services to businesses. Funeral Plans complete the end-of-life planning offering. Services are available via home visits, online video consultations (Zoom, Skype, WhatsApp, Facetime, Microsoft Teams), and telephone appointments.
Differentiator
Problem solved
Functional benefit
Products and services
- Will Writing
- Lasting Power of Attorney (LPA)
- Discretionary Lifetime Trust
- Property Protection Trust
- Tenants in Common
- Probate Services
- Funeral Plans
- Corporate Benefit Package
- Client Care Package
- Free Will for NHS Staff
Quantifiable outcome
- Over £8 million goes to the government annually because people don't leave Wills
Companies that use Heritage Wills
Customer profileNamed customers7 records
Segments6 records
Ideal customer profiles2 records
Heritage Wills technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Heritage Wills partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and minor.
- Certainty the National Will RegistercoreHeritage Will Writers joined Certainty the National Will Register to provide clients with even greater peace of mind by ensuring their Wills can be traced by loved ones in the event of passing. Certainty is the Law Society's endorsed provider of a National Will Register used by the public, legal profession, PI insurers, Government agencies, and charities.
- Norwich City Dementia Action AllianceminorHeritage Will Writers is a member of the Norwich City Dementia Action Alliance and committed to helping make Norwich a Dementia Friendly city. Staff received Dementia awareness training and the company supported Dementia Action Week through social media channels.
- Norfolk WILL Help SchememinorHeritage Will Writers participates in the Norfolk WILL Help scheme which enables Norfolk residents to have a basic Will written in return for a donation split equally between five local charities.
- Nelson's JourneycoreNelson's Journey is Norfolk's leading child bereavement charity that Heritage Will Writers supported as Charity of the Year for 2019. The company joined the NJ Twenty20 scheme (20 Norfolk businesses raising minimum £1,000 each) and raised over £15,000 through various fundraising events including a Charity Golf Day (£5,434.72 in 2018, £4,375 in 2019), Halloween Party sponsorship, and staff activities.
- Cruse Bereavement CarecoreCruse Bereavement Care was Heritage Will Writers' Charity of the Year for 2020. Fundraising focused on Norfolk and Cambridgeshire areas where the company has regional offices. Cruse is an independent organisation providing sympathetic, compassionate and confidential support from trained volunteers for those struggling with bereavement.
- Norwich Rugby ClubminorHeritage Will Writers is a proud sponsor of Norwich Rugby Club which is a big part of the local community and brings together people who have family and friends who play for or support the club.
- Grapes Hill Community GardenminorHeritage Will Writers is a sponsor of the Grapes Hill Community Garden in Norwich, a community garden project that grows fruit, vegetables, herbs and flowers for the local community. The sponsorship included plans to host a fundraising event in the Garden to thank local supporters.
- The Holden GroupminorThe Holden Group sponsored the Heritage Will Writers Charity Golf Day and supplied prizes including a new Honda Type R car as the prize for a hole in one.
- Norwich Rugby ClubminorHeritage Will Writers sponsored the Halloween Party organized by schoolchildren that raised funds for Nelson's Journey, held at Norwich Rugby Club venue.
- Royal Norwich Golf ClubminorRoyal Norwich Golf Club hosted the Heritage Will Writers Charity Golf Challenge events (2018 and 2019), with the 2019 event being held at the historic course in Hellesdon before its move to Weston Longville.
Scale indicators9 records
Recent moves8 records
Expansion highlights6 records
Heritage Wills competitors and assessment
Company assessmentBroad incumbents
- Slater and Gordon (UK): National UK law firm offering wills, probate and estate planning services across multiple regions. Comparable in breadth of estate-planning services and national footprint, with different brand positioning.
- Irwin Mitchell: Large UK national law firm with a substantial Private Client / Wills & Probate practice. Comparable offering at scale; competes for higher-value estates and represents the regulated-solicitor alternative to Heritage Wills.
- Mishcon de Reya: Major London-headquartered UK law firm with a significant Private Client practice covering wills, trusts, probate and estate planning. Comparable in service mix though focused on higher-net-worth segments and London-centric.
Direct peers
- Co-op Legal Services: National UK legal services provider offering will writing, probate, LPA and estate planning with both online and in-person channels. Directly comparable to Heritage Wills in product scope, with significantly broader geographic reach and brand power.
- Farewill: Online-first UK will writing, probate and funeral-planning provider offering low-fee digital products. Competes head-on with Heritage Wills' entry-level Will Writing service, representing the digital-native threat to consultative regional players.
Regional players
- Hatch Brenner Solicitors: Norwich-based solicitors with wills, trusts and probate practice. Competes with Heritage Wills in the Norwich and Norfolk private-client market with similar high-touch service model.
- Ashtons Legal: Norfolk and East Anglia-headquartered full-service law firm providing wills, probate, trusts and estate planning. Direct regional competitor to Heritage Wills with overlapping geography and regulated solicitor-led delivery.
- Hansells Solicitors: Norfolk-based law firm offering wills, probate and private client services. Regional competitor with similar consultative positioning and Norwich-area presence.
Emerging players
- Make a Will Online: UK online DIY will-writing platform with templated digital documents at low price points. Comparable as an alternative to Heritage Wills' transactional Will service, particularly for younger or simpler-estate clients.
Others
- Certainty the National Will Register: Law Society-endorsed UK Will Register that Heritage Wills already partners with via its Client Care Package. Ecosystem / infrastructure player rather than a competitor, but adjacent to the firm's value proposition.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Heritage Wills social profiles
Digital presenceHeritage Wills financial estimates
Financial estimateRevenue estimate
Valuation estimate
Heritage Wills leadership team
Management profileNumber of profiles
Profiles4 records
Heritage Wills funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Heritage Wills M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Heritage Wills
What does Heritage Wills do?
Heritage Wills is a professional estate planning firm that drafts legally valid wills, lasting powers of attorney, discretionary lifetime trusts, property protection trusts and tenants-in-common arrangements, delivered by STEP-qualified Estate Planning Consultants. The firm also arranges funeral plans, administers probate estates, and provides an annual Client Care Package for ongoing document storage and amendments.
Is Heritage Wills a public or private company?
Heritage Wills is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Heritage Wills founded?
Heritage Wills was founded in 2002. It employs 11 to 50 people.
Where is Heritage Wills based?
Heritage Wills is headquartered in Norwich, United Kingdom, in the Europe region.
How does Heritage Wills make money?
Seven revenue lines are on record. Will Writing Services are the primary driver. The others are lasting Power of Attorney (LPA), trust Services, probate Services, client Care Package, funeral Plans and corporate Benefit Package.
Who are Heritage Wills's main competitors?
Broad incumbents on record are Slater and Gordon (UK), Irwin Mitchell and Mishcon de Reya. Direct peers are Co-op Legal Services and Farewill. Regional players are Hatch Brenner Solicitors, Ashtons Legal and Hansells Solicitors. Make a Will Online is listed as an emerging player. Certainty the National Will Register is listed as an others.
Does Heritage Wills have an API?
No public API is recorded for Heritage Wills.
What industry is Heritage Wills in?
Heritage Wills's product category is Estate Planning and Probate Services. Its primary akta.pro industry code is BPAHAAAK, Family & Private Client (Trusts & Estates) Law, with a secondary code of FSAEAKAD, Estate & Probate Administration Services. Its NAICS code is 52592 and its SIC code is 8111.