estateplanning.coop.co.uk

4.9
4.9 Based on 1.6K reviews

Formerly called Collective Legal Solutions, we are part of the Co-op Group and provide legal, estate and later life planning services, with home visits available nationwide....

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Average Rating

4.9

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5

1.6K Reviews

5 Star
97%
4 Star
2%
3 Star
0%
2 Star
0%
1 Star
1%

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Christine Smart
Stephen was very helpful explaining everything thing that I needed to ask,and hopefully i am all

Stephen was very helpful explaining everything thing that I needed to ask,and hopefully i am all sorted. He made me feel at ease , as i wasn't to sure about the steps I was taking . Certainly will recomend

5
Date of experience: Feb 27, 2026
Clare Reynolds
Mr.Gethin Morgan was very thorough and easy to relate to. He told me the truth that I didn't need

Mr.Gethin Morgan was very thorough and easy to relate to. He told me the truth that I didn't need a Trust Will and that an ordinary Will would meet my needs. He told me about personal care and financial Power of Attorneys. He went through the costs of each part of the Will, and gave me time and space to finally decide what I wanted. He even recommended the Co-Op Funeral Plan and put me forward for that. He answered all my questions honestly and concisely. It was an absolute pleasure to be helped by Gethin.

5
Date of experience: Feb 26, 2026
Dan Clarke
Ian Skelly was fantastic at talking us through all the options available to us. What was particularl

Ian Skelly was fantastic at talking us through all the options available to us. What was particularly helpful was his ability to create scenarios that help us understand what can be sometimes complex and hard topics to grasp. Would highly recommend Ian Skelly and the Co-op Estate Planning team.

5
Date of experience: Feb 26, 2026
patsy
Its always best to have someone SIT with you to explain all the finer details, which are the most im

Its always best to have someone SIT with you to explain all the finer details, which are the most important points. Janina went into all the corners of the documents we had from a Will company which were recruiting in the supermarket and she highlighted areas which had not been addressed correctly!! She advised us that we could go back to the Company we had used but by now the trust had dissipated. We are now using the Co-op for all our business. She is excellent.

5
Date of experience: Feb 24, 2026
Angela Nicholson
We have had a Teams call with James (Jim) Wood today, a Will and Estate Planning Consultant (Co-op E

We have had a Teams call with James (Jim) Wood today, a Will and Estate Planning Consultant (Co-op Estate Planning) to discuss making new Wills and found that his advice and expertise were absolutely fantastic! James explained everything to us in detail and ensured that we understood all the legal processes involved. His knowledge is incredible going into details about inheritance tax etc.. We found James very friendly and were able to ask him lots of questions, that he was able to answer. He also gave us advice about LPAs. The charges are very competitive and well worth paying for such expertise. We are now proceeding with our Wills, thanks to James.

5
Date of experience: Feb 20, 2026
Steven Tolson
We have been meaning to get our will for a long time and are pleased that we found Co-Op Estate Plan

We have been meaning to get our will for a long time and are pleased that we found Co-Op Estate Planning to help us. Our call with Stephen Bickers went smoothly and he supported us with clear explanations and patience all the way. Overall we have had a great experience so for and would recommend Co-Op Estate Planning to others.

5
Date of experience: Feb 16, 2026
Jo Smith
I had an appointment with Steven Pitman today, I honestly cannot recommend him more highly. He was a

I had an appointment with Steven Pitman today, I honestly cannot recommend him more highly. He was absolutely brilliant, friendly, personal and exceptionally professional. He explained everything so clearly, he made the whole process completely stress free, and I felt fully supported the whole way. I can’t thank him highly enough.

5
Date of experience: Feb 12, 2026
Sue CJ
After having made online enquiries about writing a will, we had an informative video chat with Gethi

After having made online enquiries about writing a will, we had an informative video chat with Gethin, from Co-Op Estate Planning. He explained all the advantages of having a trust will and persuaded us to both make wills with these added protections. This was much more expensive than I initially thought but I hope it pays dividends in the future. Gethin was very good at explaining things in simple terms. We are now awaiting our drafted wills and hope to progress quickly to get this done.

5
Date of experience: Feb 11, 2026
Nicole H
Caroline was really friendly and made me feel at ease. She made sure I understood everything that wa

Caroline was really friendly and made me feel at ease. She made sure I understood everything that was discussed as we progressed through the meeting which I really appreciated as there was so much going through my mind.

5
Date of experience: Feb 11, 2026
Graham English
On a subject that my wife and I had been putting off die to its morbid nature, our experience was a

On a subject that my wife and I had been putting off die to its morbid nature, our experience was a far more pleasant one than we originally had anticipated.

Yasmin was so friendly and knowledgeable and made us feel reassured throughout. I am genuinely now questioning why we didn't do this some time ago as now we are assured that our family is protected.

5
Date of experience: Jan 28, 2026

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