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

Trudi

Aff.SWW

Head of Group Customer Operations

Sophie

MSWW

Head of Group Operations

Lisa C

Aff.SWW

Head of Legal Support

Kirsty

Aff.SWW

Paralegal

Has one of our team made you think WOW!? … Then let us know. Click here to nominate them for a WOW! Award.

Jasmine

Customer Care Team Manager

Shannon

Customer Care Team

Depsi

Customer Care Team

Sharon

Customer Engagement Manager

Laura

Customer Engagement Team

Jasmine

Customer Engagement Team

Alaina

Junior Administrator

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