Trent Wills & Estates

Bringing peace of mind and financial security to your family

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About Us


‘We’re here to help you have peace of mind and protect the people and things that matter to you.’
Claudine Jackson, LL.B (Hons), TEP, Estate Planner

Claudine Jackson
LLB Hons TEP

Full member of STEP and The Society of Will Writers

Claudine is an Estate Planner and Director of Trent Wills & Estates.

Claudine has achieved leading industry qualifications: STEP certificate in Trusts & Estates (2016) and STEP diploma in Will Preparation (2018). She is a qualified Trusts & Estates Practitioner (TEP).

Claudine enjoys doing presentations for employers and charities to help people understand why it is important to protect their families.

Outside of work, she loves walking her dog along the River Trent and (trying) to keep fit.

Julie Roark – Estate Planning Consultant

Affiliate Member of The Society of Will Writers

Julie is an experienced estate planning consultant who makes clients feel at ease whether that is during a home visit or by zoom.

Julie is keen on maintaining her professional development and attends regular events run through The Society of Will Writers.

Julie enjoys doing presentations for local community groups. Julie lives in Lincolnshire and spends much of her time tending to her horses and dogs

Sally-Jackson-

Sally Jackson – Chartered Financial Planner

Finance Director of Trent Wills & Estates

Sally is a qualified Chartered Financial Planner (APFS).

Most of her work for Trent Wills & Estates focuses on business development, however, her knowledge of Inheritance Tax enables additional services to be provided to clients with an Inheritance Tax liability.

Sally plays hockey, enjoys walking and listening to crime thrillers on Audible.

Why choose Trent Wills & Estates?


It’s our mission to make it straightforward and convenient for you to protect your family.

We offer flexible appointment times via video and home visit so you can choose what suits you best.

We are professional, qualified, experienced and insured.

We are proud of our client reviews and that we build our business through referrals from happy customers and professional advisors.

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‘Great service, very professional and friendly. Thanks Claudine, it’s given us real peace of mind and you made the process so easy. Would recommend Claudine to anyone!’

(Mr Fraser, Vale of Belvoir)

Community Events


Would your workplace benefit from a free 30-minute webinar or onsite/virtual wills clinic?

Are you part of a community group or charity that would like to help their members understand the importance of protecting their families?

Helpful, practical advice – it made me think

Super presentation style – very engaging!

We have successfully run events for Experian, Nottinghamshire Wildlife Trust, CCM group, and British Geological Survey and would be delighted to build relationships with other local employers, community groups and charities.

Contact adminteam@trentwillsestates.co.uk for a call back to find out more about how we can help.

Here’s What My Clients Say


Contact Us


Telephone:
0115 846 1446

Email:
adminteam@trentwillsestates.co.uk

Address:
Trent Wills & Estates Ltd, 10 Brockley Road, West Bridgford, NG2 5JY