In safe hands: Adroit’s estate planning client experience   

12 October 2023

At the heart of Adroit is our commitment to service. Through rigorous panel appointment processes, strict Service Level Agreements and regular monitoring, Adroit and our panel legal advisers aim to be a positive change in the perception of legal services.

But what do good customer experiences really look like?

We spoke to a recent client who’s used Adroit’s estate planning services to find out how our employee benefits and our quality legal panel have helped her and her family.

Getting started

This client attended a webinar delivered by Adroit Legal Services as part of the employee benefits package offered by her employer Sanctuary Housing, a large housing and care provider in England and Scotland.

Having found the webinar well-presented and informative, our client took up our offer of a free consultation with a panel adviser, requesting an appointment for her mother in Scotland to discuss Wills and estate planning services.

We were pleased to make this referral to our panel advisers at a leading Scottish legal firm. Adroit’s Wills and estate planning services are available not just to employees of our client companies, but to their close families as well. By offering services more widely, and coordinating estate planning across family members, the interests of employees are more thoroughly protected.

“Adroit followed up my request for an appointment very quickly, referring us to solicitors in Scotland. Getting our case started was very straightforward and easy.”

Accessible advice from a trusted panel adviser

Adroit’s panel advisers are appointed under strict Service Level Agreements, which set out agreed expectations on communications with our clients’ employees to ensure that legal advice is accessible and understandable.

Our client in this case felt like her mther was in very safe hands, right from the start.

“The panel advisers were excellent. As soon as the appointment was booked, they followed up with written information and explanations in plain English, which was easy to understand.”

Expert Wills & estate planning legal advice

Our client’s mother appointed our panel adviser to take care of her Wills, Lasting Powers of Attorney and creation of Trusts.

Estate planning advice was professionally delivered by our advisers following consultation with our client’s mother to understand her circumstances and wishes before guiding her through the estate planning process.

“Through the employee benefits package and awareness of Adroit’s offer, I felt confident and secure in the firm we were introduced to.”

Excellent service from start to finish

Our client and her mother have given us great feedback. Their panel adviser was excellent, and Adroit facilitated a speedy and efficient service which completed their estate planning matter promptly.

“I would highly recommend Adroit for their speed and efficiency of service. I felt that we were in very safe hands.”

Thanks from our Adroit team to our client and her mother for their wonderful feedback, which is much appreciated by both our team and our panel advisers.

Sanctuary Housing comments:

“The Adroit team has been great to work with, offering a helpful, responsive and tailored benefits package for our business needs. There are no call centres and their level of service is excellent.

They offer a comprehensive package that covers all legal services to our colleagues, with the added benefit of the bereavement support service from the National Bereavement Service to support our employees at difficult times.”

Nicola Gamble
Employee Benefits and Wellbeing Officer – Reward and Wellbeing, Sanctuary Group

Trusted legal support for your people by Adroit Legal Services

Established in 2015, Adroit connects your people and your customer base to quality-assured, affordable and accessible legal services from trusted and experienced experts.

Legal specialists throughout the UK are tried and tested, delivering honest advice whatever stage of life you’re at to protect your interests, family and wellbeing.

Adroit’s panel of legal practitioners, including estate planning specialists, offers a free initial consultation and discounted rates to make legal services accessible to everyone that’s important to your organisation.

Contact Adroit Legal Services to find out how we help our clients to protect their peoples’ wellbeing with access to quality-assured, great value legal services.