Our People
Trust Inheritance
Steve
Founder & Chief Executive
Joanne
Chief Finance Officer
Charlotte
Chief Commercial Officer
Karen
Head of Human Resources / Company Secretary
Lindsay
Bereavement Services Executive
Sarah
Group Operations Executive
Alan
Board Adviser
Dale
Head of IT
The Bereavement Team
Chris
Bereavement Adviser
Kate
Bereavement Adviser
Charles
Bereavement Adviser
Rebecca
Head of Probate & Paralegal
Sophie P
Paralegal
Amy
Paralegal
Sue
Head of Property Sales
Legal and Customer Support
Gill
Regulated by SRA, Aff.SWW
Head of Legal Services & Solicitor
Ekta Porter
Regulated by SRA
Head of Legal Practice & Solicitor
Angie
Aff.SWW
Senior Life Planning Adviser
Natalie
Aff.SWW
Senior Life Planning Adviser
Has one of our team made you think WOW!? … Then let us know. Click here to nominate them for a WOW! Award.
Sophie
MSWW
Head of Group Operations
Lisa C
Aff.SWW
Head of Legal Support
Kirsty
Aff.SWW
Paralegal
Jasmine
Customer Care Team Manager
Shannon
Customer Care Team
Depsi
Customer Care Team
Alaina
Junior Administrator
Sharon
Customer Engagement Manager
Laura
Customer Engagement Team
Jasmine
Customer Engagement Team
Trudi
Aff.SWW
Finance Manager
Red Apple Law & Toolboxx® Limited
(Part of the Trust Inheritance Group)
Mel
Chief Executive Officer
Larraine
Aff.CILEx Aff.SWW
Legal Executive
Sally
Customer Care Team
Alfie
Software Developer
