Protect Your Loved Ones
Safeguard your loved ones from unnecessary future emotional stress and financial worries
Our Service
We provide personalised solutions and planning for individuals and businesses. Committed to transparency and compliance, we deliver innovative financial strategies to help clients achieve their goals.
ABOUT US
Welcome to Marshall Wills and Trusts!
At Marshall Wills and Trusts, our mission is to provide peace of mind to our clients through comprehensive and reliable estate planning services. We ensure our mission is reflected in every interaction by offering personalised consultations, leveraging advanced technology for accuracy, and maintaining transparency with our clients. Since our founding in 2017, we have been at the forefront of the estate planning industry, focusing on will writing and estate planning within the legal and financial services sector.
Our Story
Our journey began with a simple observation: as a professional in financial services, I noticed that many people hadn’t taken the crucial steps of creating a will or securing their estate through “bloodline planning.” This insight sparked the idea that evolved into Marshall Wills and Trusts, driven by our passion for will writing and commitment to excellence. From our humble beginnings, we have grown into a trusted name in estate planning, thanks to our relentless pursuit of quality and customer satisfaction.
Our Mission
Our mission is to ensure that every client has a clear and legally sound estate plan, providing peace of mind and security for their loved ones. We are guided by core values of Integrity, Innovation, Customer-Centricity, and Excellence. We believe in honest and transparent dealings, leveraging cutting-edge technology, prioritising our clients' needs, and striving for the highest quality in all our services. Our goal is to educate as many people as possible about the importance of estate planning.
Our Team
We are proud to have a diverse and talented team of professionals who are passionate about estate planning. Our team members bring a wealth of experience and expertise, ensuring that we deliver the best possible service to our customers. We believe in fostering a collaborative and inclusive work environment where innovation thrives and every team member has the opportunity to contribute to our success.
Why Choose Us?
Quality and Excellence: We are committed to providing professional advice that meets and exceeds our customers' expectations
Customer Focus: Our customers are at the centre of everything we do. We strive to understand their needs and deliver solutions that truly make a differences
Innovation: We are constantly exploring new ideas and technologies to stay ahead in the industry and offer cutting-edge solutions.
Sustainability: We are dedicated to sustainable practices and minimizing our environmental impact, ensuring a better future for generations to come.
Community Engagement: We believe in giving back to the community and actively participate in initiatives that support local and global causes.
Thank you for choosing Marshall Wills and Trusts. We look forward to helping you secure your future and protect your legacy.
What Our Customers Say
The process of setting up my will and trust was seamless thanks to the professional and compassionate team. They explained everything clearly and ensured that my family's future is secure. I feel so much more at ease knowing that my estate is in order.
JANE D.
Creating a trust was something I had put off for years, but the team made it incredibly easy. They were knowledgeable, patient, and thorough. I now have peace of mind knowing that my assets are protected and my wishes will be honoured.
MARY C.
From start to finish, the service was top-notch. The team was responsive, attentive, and always available to answer my questions. They provided me with peace of mind and ensured that my estate planning was comprehensive and in line with my wishes.
JOHN D.
Contact Us
We’d love to hear from you! Whether you have a question, feedback, or need support, our team is here to help.
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