will registration - protecting the will, the client and the probate
TRANSCRIPT
Certainty The National Will Register
Will Registration - Protecting the Will, the Client and the Probate
What you will learn in this presentation
Introducing …
Certainty, the
National Will
Register
Certainty Will
Registration Services
What’s in Module 2? Certainty Will
Search and Certainty TOUCH Will Management
and Marketing Service
Certainty Works All RoundSenior Partner
Wills Partner
Solicitor
Legal Executive
Compliance Officer
Marketeer
Practice Manager
Top 6 Reasons to Register Your Clients Wills
Registration is quick
and easy
Clients Name,
Address and Date
of Will
Confidential and Protected for up
to 99 years
Recommended Best
Practice
Certainty never release
details to Searcher
s
Searchers details given to Solicitor custodia
n
How do you Register your Clients Will?Through our secure Website www.certainty.co.uk using your membership account
Certainty Members Home Page
Here you can access all of the features of your account. Let’s start by clicking the first link “Register a New Will”
Registration Certificate
Most Members report clients appreciate this optional form.
It confirms their instructions have been completed
They can give copies to Executors
Members report referrals from Executors
You might be thinking...
Picture: Katherine Johnson
I know my clients
Consider changes over
time
The top 6 reasons to search for a Wills during an Estate Distribution
Searching for a Will is
low cost and
efficient
Recommended Best Practice• Probate
Practitioners’ Handbook
• Lexis Nexis & PLC Practice Notes
• Expert view – Gill Steel Law Skills Ltd
98% of Solicitors
agree their Will banks
contain documents
where testator is deceased or moved
away
Will Search mitigates
the significant risk of a
more modern
Will coming to light
after estate distribution
Certainty Members
can start a Will Search immediately through
their account
90% of Professional Indemnity
Insurers ask “Do
you search for a Will
during Estate
Distribution”
Re-ignite relationshi
ps with existing
Will Clients by offering free Will
Registration
Combat increasing competitio
n from outside the profession
TOUCH Client
management system is included
in your Certainty
Subscription.
Suite of precedent
letters included ready for
immediate use.
Quickly communica
te with your clients
about relevant
and targeted
topics
Use a proven system already
adopted by thousands
of Solicitors in the UK
The top 6 reasons our Members use TOUCH - Will Management and Marketing System
Thank You !
Certainty Will Registration
Services
Certainty Will Search Services
Certainty TOUCH Will Management
and Marketing Service
