Our solutions

Legacy Accelerator

A tailored support package providing cost certainty.

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Our approach

If you don’t have a dedicated legacy officer in-house, or are struggling for capacity at this busy time, our legal experts can embed themselves into your team to help you manage your charity’s legacy income stream.

Our Legacy Accelerator is a bespoke service that enables us to work with you in a variety of ways to grow and improve your legacy income. Whether its providing day to day case support, writing new strategies, or providing continuity of service in a time of change, we are here to support you.

We understand the pitfalls and hurdles involved in estate administration and can help you alleviate the issues that may delay or deny your charity its legacy income.

Our team will consider the most practical, pragmatic and cost-effective way for your charity to maximise its legacy income whilst ensuring that we balance risk and reputation. Operating remotely on your systems, our team provide you with full transparency and the ability to monitor the progress of your cases.

Whatever level of support you need, we can review your legacy income and existing resources and provide you with a bespoke quote for the assistance you require at a monthly or quarterly fixed fee that gives you certainty.

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