Heritage Wills

Business Details

24 Years

experience

Your Trusted Partner for Estate Planning and Will Writing Services

Established in 2002, Heritage Wills has grown into East Anglia's leading dedicated will-writing firm, serving tens of thousands of clients with estate planning expertise. Our team, led by STEP-qualified managers, ensures compliance with UK laws while delivering tailored solutions for wills, trusts, probate, and lasting powers of attorney. With offices in Norwich and St Ives, we offer free consultations via telephone, online platforms, or face-to-face appointments, prioritising accessibility and client comfort.

Our fixed-fee structure guarantees transparency, and our Client Care Package provides document storage, annual updates, and executor support. Recognised as National Will Writing Organisation of the Year for three consecutive years, we combine professional excellence with a personal touch, ensuring clients' wishes are protected through evolving legal landscapes.

Services

Will Writing Probate Services Lasting Power of Attorney Trusts Property Protection Trusts Tenants in Common Client Care Package Funeral Plans Corporate Benefit Package

Details

Year established: 2002

Highlights and features

Awarded National Will Writing Organisation of the Year for three consecutive years
Led by Society of Trust and Estate Practitioners (STEP) qualified professionals
Free initial consultations available via telephone, online, or in-person
Fixed-fee structure with no hidden charges for complete transparency
15+ years' experience providing probate services with compassionate support

What people say

Outstanding service Professional and friendly Peace of mind Value for money Highly recommended

Website

Update Listing

Services

Will Writing

Our expert will-writing service ensures your assets are distributed according to your wishes while minimising inheritance tax liabilities. We create legally binding documents tailored to complex family structures, business ownership, and property arrangements. Clients receive clear guidance on updating wills to reflect life changes like marriage or parenthood.

Probate Services

We provide compassionate probate assistance for executors managing estates, whether with or without a will. Our services include asset valuation, debt settlement, tax calculations, and distribution guidance. With 15+ years' experience, we simplify complex legal processes during difficult times through transparent hourly-rate billing.

Lasting Power of Attorney

We help clients establish property/financial and health/welfare LPAs to appoint trusted decision-makers. Our consultants explain registration requirements with the Office of Public Guardian and structure documents to balance flexibility with legal protection for vulnerable clients.

Property Protection Trusts

Our trusts protect property from sideways disinheritance, care fees, and probate delays. We advise on tenants-in-common arrangements and discretionary trusts that maintain beneficiaries' inheritance rights while allowing surviving partners to remain in shared homes.

Client Care Package

This package includes secure fireproof document storage, annual will reviews, and executor helpline support. Clients receive free updates to maintain legal relevance amid changing circumstances or legislation, with guaranteed fixed pricing and 48-hour document access.

Questions

Why do I need a will if I'm married?

Marriage invalidates existing wills, and intestacy rules may not reflect your wishes. We ensure your assets pass to intended beneficiaries while considering tax implications.

How does probate work without a will?

Dying intestate means estates follow strict legal distribution rules. Our probate team guides executors through court requirements and asset distribution according to statutory guidelines.

Can I create a will during lockdown?

Yes, we offer remote consultations via Zoom or telephone, with socially distanced document signing options at our Norwich office.

What's included in the Client Care Package?

Secure document storage, annual will reviews, executor helpline support, and free updates ensure your estate plan remains current and accessible.

How do property protection trusts work?

These trusts protect your property share from care fees and sideways disinheritance while allowing surviving partners to remain in shared homes until their passing.

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Reviews (5)

Write a Review

Lizzie Ann Ann

Jun 22, 2021 Report

Have not been in for while but they've looked after mum and dad's wills and now transferred over to mum alone. people are Friendly and efficient as one would expect .

Olimpia Sadler

May 24, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Excellent customer service! Highly recommend for anyone who is looking for a professional estate planning service

Keith Alexander

Dec 18, 2020 Report

I've used Heritage Will writers now for six years and the experience has been good,
their prices are reasonable and they have always been courteous and prompt in dealing with my needs. For those who have found that dealing with solicitors has been frustrating, drawn out and expensive then this is a good alternative.

Katy Dorman

Nov 29, 2020 Report

Completely recommend Heritage for ensuring what I anticipated would be a massively complicated process, was actually in reality a really straightforward one! One hour, via FaceTime, was all it took to run through exactly what we wanted. A couple of weeks later and the will is approved, signed & ready to send back. Excellent service; well explained and we felt reassured at all times with the advice and guidance we were given. Thankyou!

Daniel Nerini

Jan 29, 2020 Report

Heritage Will Writers is a fantastic organisation, and not only is everyone there kind, approachable and generally lovely, they also care about their customers and their local community. I would thoroughly recommend them to anyone who is looking to get their house in order and make sure their lovely ones are cared for after you have gone, you will be in very safe hands.