Our biggest product is Long Term Support.
Offering you on-going week by week management of your cases from one case to several hundred. Next to this is short-term support where we can be parachuted in to plug a temporary gap in your team, for whatever reason, and for whatever length of time.
An extra pair of hands for your legacy team when you need it most.
With a Legacy Link consultant, you can increase the capacity of your legacy team on a short-term basis, and ensure you keep your legacy income on track.
Our team of friendly and highly experienced legacy consultants are on hand and available to help 9am-5.30pm Monday to Friday.
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Paul was absolutely brilliant! He picked up a fairly tricky caseload (and sorted out a load of issues), always offered to go above and beyond and help with people’s casework and shared First Class 4 expertise along the way. He fitted in really well with the team. He will be missed!
Donna Barclay, Head of Legacy Income. RSPCA
Lyn joined Legacy Link in March 2021 and brings a vast knowledge of customer care experience both with internal and external customers.
More about Lynn Hall
Hazel was admitted as a Solicitor over 30 years ago and has extensive experience of a wide range of issues which affect charity legacy administration including Will drafting, Probate, Scottish Executries, Trusts, Powers of Attorney, Court of Protection matters and applications to the Charity Commission.
More about Hazel Jones
Karin joined Legacy Link in June 2021 and brings over 13 years of Legacy Case Management gained as a sole Legacy Officer with Motor Neuron Disease Association and World Vision UK.
More about Karin Farmer
Jenny is a natural communicator whose love of language and people has found a natural home in the Legacy world.
More about Jenny Perry
Brad has decades of experience in the field and is very well trusted and respected in the sector.
More about Brad Greis
Sophie has been working in the Legacy sector for 10 years with a wide skillset from Executorship and Legacy Administration right through to Donor strategy.
More about Sophie Craig
Tracey has over twenty years of experience in legacy administration for a national charity.
More about Tracey Geeves
Davina has worked in legacy administration for the past twenty years and has worked for several major charities including as the Legacy Manager at the British Red Cross and then at the National Trust.
More about Davina Mackay
Cordelia joined Legacy Link in 2023, bringing experience both from her work in charity legacy administration and as a solicitor in private practice.
More about Cordelia O'Regan
In 2022 Matt secured a part-time Legacy Manager role at BHF and so decided to fill the time he had available in the working week by joining Legacy Link, with the aim of helping as many charities as possible and supporting a wide range of causes.
More about Matt Philcox
