Company Profile
Heritage Legal & Financial Ltd began life in 1996 and was incorporated in 2001 and is a Member of The Institute of Professional Will Writers
This means that our staff are:
- Qualified to write wills by examination
- Carry £2 million of professional indemnity insurance
- Have been vetted by the Criminal Records Bureau as fit and proper
- Attend Continuing Professional Development seminars throughout the year
- Bound by the strict Code of Conduct of The Institute

Since 1996, we have visited over 15,000 clients and have over 40,000 documents in our storage vaults.
We believe that by keeping our prices low, yet maintaining the highest levels of service and professionalism, we can make a significant contribution to reducing the effects caused by intestacy.
We also strive to keep the jargon to a minimum (if possible) and when our advice is sought we will always advise in the client's best interest.
We provide:
- The highest levels of service for our clients
- Home visits day or evening, 9am to 8pm Monday to Friday
- Our office is open from 9am to 9pm Monday to Friday
- Our telephone Will service takes you through the will writing process (we call you)
- All our staff speak in plain English - not legal jargon!
Heritage was incorporated in 2001 by combining three existing businesses, two specialising in Will-writing and the other an independent Financial Adviser. All had been trading for a number of years before the merger. The reason for the creation of Heritage was to benefit from economies of scale and the desire to expand and extend the geographical boundaries.
Since incorporating, we have developed strong local and regional links with a variety of professions including Financial Advisers, Accountants and local Estate Agents. These professions often tend to recommend that their clients write Wills, as part of their overall financial planning strategy, but do not have either the expertise or the inclination to provide this element themselves.
At Heritage we actively market our services in the East Anglia region and more recently nationally through our telephone wills/online service and our links with other regionally based Will Writing companies. We are actively encouraging people to take the necessary steps by making the whole will drafting process more convenient for them and far less complicated.
If you want a firm of repute and long standing to write your Will, we'd be delighted to welcome you as a client. Click on our Contact Us page





