Heritage Estate Planning

What Heritage Estate Planning does

Heritage Estate Planning is a UK-based private professional services firm registered with Companies House (reg no 12516857) and founded in 2016, specialising in estate planning and will writing for individual consumers and families. Headquartered in Newbury, Berkshire, with a second office in Kent, the firm serves clients across two English regions through in-person consultations and an optional remote will service. The core offering comprises four regulated legal services — Will Writing, Lasting Power of Attorney, Probate and Estate Administration, and Trusts — supplemented by a Care Fees Planning advisory service and a Contesting a Will line delivered in partnership with IDR Law.

The operating model is consultative and document-based: clients receive a free initial consultation via an Outlook booking system, followed by bespoke fixed-fee engagements priced against a published 2025 price list. There is no proprietary technology stack, software product, or AI tooling underlying the service — competitive differentiation rests on practitioner credentials (Society of Will Writers membership, Founder Ally Ilott's STEP affiliate status and Level 6 Advanced Will Writing diploma, CILEX qualifications across the Berkshire and Kent team) and 25+ years of combined expertise in law, financial and estate planning. Marketing is primarily organic, combining a content/SEO blog, downloadable educational resources, and word-of-mouth referrals, supplemented by community engagement (Newbury Soup Kitchen sponsorship).

Revenue is generated entirely through professional service fees from the six-person team, with no disclosed funding, investors, or parent entity. The firm has earned regional recognition through the British Wills and Probate Awards 2024 and the Newbury Weekly News Best in Business Awards 2026 (Best Customer Service and Best Professional Services). Customer concentration sits with individual consumers, not enterprise accounts, which produces high-volume-low-ticket economics and resilient demand during life-event cycles rather than enterprise-driven variance.

Name

Heritage Estate Planning

Legal name

Heritage Estate Planning

Website

https://heritageestateplanning.co.uk

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Heritage Estate Planning is a UK-based professional services firm founded in 2016 that provides will writing, lasting power of attorney, probate, trust, and care fees planning services to individuals and families from offices in Berkshire and Kent.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Trusts, Estates, and Agency Accounts (52592)

akta.pro primary industry

Estate Planning & Trust Structuring Advisory (FSAEAKAC)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Estate & Probate Administration Services (FSAEAKAD)

Keywords

• Estate planning services
• Will writing
• Probate administration
• Lasting power of attorney
• Trust creation

Headquarters

HQ city

Newbury

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Professional Estate Planning Services: The firm generates revenue through professional service fees for will writing, lasting power of attorney, probate, and trust services. They offer a free initial consultation followed by fee-based services with fixed charges and transparent pricing. The 2025 price list is available as a downloadable resource.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Heritage Estate Planning is a UK-based professional services firm that drafts wills, sets up lasting powers of attorney, administers estates through probate, and structures trusts for individual clients in Berkshire and Kent. The firm also advises on care fee planning to protect assets from care home costs and partners with IDR Law to support inheritance disputes. Services are delivered via free initial consultations followed by fixed-fee, bespoke engagements.

Product overview

Heritage Estate Planning is a UK-based estate planning and will writing service offering professional legal services primarily in Berkshire and Kent. The core offering centers on four main services: Will Writing, Lasting Power of Attorney, Probate & Estate Administration, and Trusts. These are supported by supplementary services including Care Fees Planning and Contesting a Will (delivered through a partnership with IDR Law). The company positions itself as providing bespoke, compassionate estate planning with over 25 years of expertise, serving clients through both in-person office visits in Newbury (Berkshire) and Kent, as well as an optional remote will service.

Differentiator

Problem solved

Functional benefit

Products and services

• Will Writing Professional will writing service for individual clients that legally documents how their estate should be distributed after death, including the appointment of executors and guardians, providing assurance that their wishes will be honoured.
• Lasting Power of Attorney Legal service enabling clients to appoint trusted individuals to make decisions on their behalf regarding health, welfare, and financial affairs should they lose mental capacity in the future.
• Probate & Estate Administration Service assisting executors with obtaining the Grant of Probate and handling the process of dealing with the property, money, and possessions of someone who has passed away, including full estate administration support.
• Trusts Expert advice and setup services for various trust structures including Life Interest Trusts within wills and lifetime trusts to protect assets and make provision for beneficiaries.
• Care Fees Planning Advisory service helping clients understand care fee assessments, protect assets from care home fees, and plan for later life care costs including property protection strategies.
• Contesting a Will Partnership service delivered with IDR Law, the UK's only inheritance dispute law firm, that helps clients resolve inheritance disputes, challenge will validity, and pursue claims against estates.

Quantifiable outcome

• Free initial consultation providing complete peace of mind

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• IDR LawcoreStrategic or Co-development PartnerHeritage Estate Planning has partnered with IDR Law, the UK's only inheritance dispute law firm, to help families reach resolution during difficult inheritance disputes. IDR Law provides an inheritance Claim Checker tool that Heritage clients can use to assess their situation. This partnership enables Heritage to offer comprehensive support including will contesting and inheritance disputes alongside their core will writing and probate services.
• Newbury Soup KitchenminorOthersHeritage Estate Planning is a Soup Dragon - monthly sponsor of the Newbury Soup Kitchen. This corporate sponsorship demonstrates their commitment to community responsibility and supports the soup kitchen's mission of providing hot meals and support services to the homeless and vulnerably housed in the Newbury and West Berkshire area.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Co-op Legal Services: Co-op Legal Services is one of the largest UK will-writing, LPA, and probate providers, with national reach and a strong consumer brand. It competes directly with Heritage on the same core products (wills, LPA, probate) for the same UK consumer segment.
• Blevins Franks: Blevins Franks is a long-established UK firm specialising in estate planning, trusts, and succession for HNW individuals. It is comparable to Heritage as a specialist estate planning practice with similar trust and succession advisory focus.
• Kings Court Trust: Kings Court Trust is a UK probate and estate administration specialist serving bereaved families. It overlaps with Heritage's probate and estate administration offering for the same executor/bereaved family segment.
• Lifetime Legal: Lifetime Legal is a UK will-writing and estate planning firm offering wills, LPA, trusts, and probate to consumers, very comparable in service mix to Heritage Estate Planning and competing for the same UK customer.
• Premier Wills: Premier Wills is a UK estate planning and will-writing specialist offering wills, trusts, LPA, and care-fee planning. It is a near-mirror competitor to Heritage in product scope and target customer.

Broad incumbents

• Irwin Mitchell: Irwin Mitchell is a large UK law firm with a substantial Private Wealth / estate planning practice. It competes with Heritage on wills, trusts, and probate but as part of a much broader legal services portfolio.
• Quilter: Quilter is a major UK wealth manager offering estate planning, inheritance tax, and trust services alongside investments. It competes with Heritage for the same UK households needing estate and succession planning.
• Evelyn Partners: Evelyn Partners (formerly Tilney) is one of the UK's largest integrated wealth managers, with a dedicated trust, estate, and succession planning arm. It overlaps with Heritage on estate administration and succession advisory.
• Boodle Hatfield: Boodle Hatfield is a leading London HNW law firm with a strong private client, trusts, and estate planning practice. It overlaps with Heritage on trust structuring and estate advisory for higher-value estates.

Regional players

• Stephens Scown: Stephens Scown is a regional UK law firm with a private client practice covering wills, LPA, probate, and care-fee planning across the South West. It is comparable to Heritage as a regional, multi-service private client practice rather than a national brand.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/heritage-estate-planning-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Heritage Estate Planning