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Meet Beneficial Family Wills

Beneficial Family Wills are a part of Beneficial Trust & Will Company. This family-run Estate Planning business have been operating for more than 20 years based in Lincolnshire and are award-winning specialists, providing bespoke affordable services from simple wills to complex trusts.

With a proven record of first-class service and delivering to the highest industry regulatory standards, We understand that each individual's circumstance is unique and the experienced team can support your throughout the journey of planning with Wills and Lasting Powers of Attorney through to Estate Administration and Probate.

Services to help you

We offer a broad range of services that meet a number of estate planning and life needs, including:


• Specialist Will Trusts

• Home Protection Trusts

Lasting Powers of Attorney

• Advanced Directives

• Co-habitee Planning

• Inheritance Tax Planning

• Business Succession Planning

• Document Safe Custody

• Digital Legacy Planning

Estate Administration and Probate

BFW Directors 2

Our Accreditations

Beneficial Family Wills are full members of the Institute of Professional Willwriters and the Society of Will Writers. Also, Corporate Members of the Institute of Paralegals, the Beneficial Family Wills legal team extends to their fully qualified partner lawyers who are approved by the Solicitors Regulatory Authority. Beneficial Family Wills are also Cyber Essentials accredited and fully GDPR compliant so you can ensure your data is always protected.

As well as Beneficial Family Wills' professional accreditation, the firm was also awarded Will writing Firm of the Year (North) in 2019. Beneficial Family Wills are also key partners of Certainty, The National Will Register as well as Once I’ve Gone, the digital legacy planning specialists.

How can we support you?

Beneficial Family Wills can work with you to arrange a free preliminary call to discuss your situation and assess your needs. Following an outline of recommendations, should you wish to proceed we will work with you to draft your Will, Trust or Lasting Power of Attorney. All fees will be discussed and agreed in advance of any work proceeding and you are under no obligation to undertake Beneficial Family Will's services following the initial preliminary call.

Our team offer a friendly and approachable service that will enable you to get your affairs in order and will be on hand to support you every step of the way.


Trevor Cross FPC ASWW

Trevor is our founding Director who began the business over 20 years ago after identifying a need for a professional and accessible will writing service. With more than 30 years experience in financial services, over 20 years experience in estate planning and as full member of the Society of Will Writers, you’re in expert hands. Specialising in lifetime trusts, inheritance tax planning and Probate guidance, Trevor will cut through the complexity and provide you with the service you need.

Trevor Cross


Amy Peters MBA MIPW STEP Aff

As a member of the Institute of Professional Will Writers, an associate member of the Society of Trust & Estate Practitioners and an associate member of the Chartered Institute of Legal Executives, Amy specializes in Will Trusts, Lasting Powers of Attorney and provides bereavement guidance. Combined with a background in financial services, Amy has a strong focus on client care and ensures the business operations are running smoothly to support our clients and colleagues.

Amy Peters


Michelle Forward

Michelle has been with the business for more than 2 years and is the subject matter expert when it comes to dealing with Lasting Powers of Attorney and document registrations. Michelle also progresses case files, collates legal documentation and is generally the glue the binds the office together. With a career history of working within Her Majestys Revenue and Customs office, Michelle has a keen eye for detail!

Michelle Forward

Kelly Corlett-Slater

Kelly has joined the Client Support team in 2023 bringing a wealth of experience to Beneficial Family Wills. Booking client appointments, collating client files and managing client communications is just part of Kelly's role as well as contributing to the smooth running of the office.

Michael Hart MSWW

Michael has worked with the business for some 20 years and has vast experience of drafting complex wills and legal documents. Michaels driving force is the desire to ensure clients wishes shall always be upheld in their last will and testament by drafting technically robust documentation.

Tony Kilshaw MIPW

Tony has worked with the business for more than 15 years and his attention to detail is second to none. Always on hand to discuss complicated cases, Tony is focused on ensuring will documents accurately reflect clients wishes every time. Tony is also an active member of the Institute of Professional Willwriters and has been an IPW Regional Coordinator for many years and is highly regarded amongst his peers.

Tony Tobin LLB(Hons) LPC - South East London

With qualifications and a background in law, Tonys further experience in the area of financial services ensures he provides a thorough and holisitic assessment of a clients situation. Combined with an approachable and warm personality, Tony is a highly valued adviser providing a top class service to his clients.

Ian Tagg - South Yorkshire

Ian is an experienced adviser specializing over the last 10 years in wills and estate planning. He strongly believes in the provision of personalized advice given on a one to one basis in the comfort of your home.

Stephen Clamp AIPW - South England

Stephen is a dedicated financial services professional who is able to offer a fully rounded and holistic service to clients. Recognizing that each clients personal circumstances are unique, Stephen is able to draw upon his robust knowledge base to provide specialized personal estate planning advice.

Dave Tunstall - East Yorkshire

Dave has a wealth of experience in the finance industry and is now a specialist will adviser. Offering no obligation home visits in his local East Yorkshire area, his aim is to make creating your will and protecting your family as easy as possible for you.

Bill Finegan Aff.SWW - North Wales

Bill has been providing Will Writing and Estate Planning services for many years in the North Wales area. He has close connections with a number of Financial Advisers and Mortgage Advisers who entrust their clients with him giving him a breadth of experience to be able to offer comprehensive advice. 

Simon Wrench AIPW - South West

Simon has been a specialist later life adviser located along the south west coast of England for many years. Extremely thorough in his approach, Simon takes a holistic approach in his advice that ensures his clients needs are met.

Keith Jayne - Devon & Cornwall

Keith has been an experienced financial adviser for more than 30 years and has chosen to now evolve his business to solely focus on providing Estate Planning services. Keith really cares about his clients and will always go that extra mile to ensure they have everything they need.

Peter McGregor AIPW - Leicestershire, Nottinghamshire & Derbyshire

As a member of the Institute of Professional Willwriters for a number of years, Peter is able to bring to his clients a fantastic combination of Estate Planning experience with financial services background. Peter is a real listener with an empathic approach who supports his clients to navigate their Will writing journey and achieve the outcome they desire.

Rachel Gill AIPW - Lancashire

Rachel has been established in the financial services sector for many years as a director of a thriving mortgage and protection business. Extending her service offering into Wills and Estate planning has been a natural evolution and her attention to detail along with her dedication to her clients makes her an incredible asset to the team.  

Cheryl Cuthel Aff.SWW - West Midlands

Cheryl’s expertise in the field of Estate Planning is extensive with an extremely loyal customer base. Her customer testimonials speak volumes and her knowledge combined with her approachable manner ensures the process of getting your affairs in order is seamless

Matt Larner - London

Matt is an experienced financial services professional who has operated for many years specializing in equity release and estate planning advice. Matt continues to grow his client base by recommendation and referral due to his exceptional attention to detail and high standards of client care.

Our Partners

Solicitors, Chartered Tax Specialists and Financial Advisers

We work with a range of partners to support our clients from managing complex tax affairs to making long term care decisions. We work closely with the following professional partners to ensure a holistic service is available to all of our clients;

  • Financial Advisers
  • Mortgage Advisers
  • Protection Specialists
  • Chartered Tax Advisers
  • Independent Social Workers
  • Care Fees Specialists
  • Solicitors & Lawyers 


Our team are here for you

If you would like to speak to a member of our friendly team about your requirements please get in touch.