touch will management - maximising the true lifetime fee earning value from your client
TRANSCRIPT
Certainty The National Will Register
TOUCH Will Management - Maximising the true lifetime fee earning value from your
client
What you will learn in this presentation
Introducing …
Certainty, the
National Will
Register
Review of Certainty
Will Registration and Search Services
Focus on Certainty
TOUCH Will Management
and Marketing Service
Certainty Works All RoundSenior Partner
Wills Partner
Solicitor
Legal Executive
Compliance Officer
Marketeer
Practice Manager
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
Refresher - The top 6 reasons to register your clients Wills
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”
Refresher - Searching for a Will The top 6 reasons to search for a Will during an Estate Distribution
How do you use TOUCH?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 click the Purple “Clients” Tab
Thank You!
Certainty Will Registration and Search Services
Certainty TOUCH Will Management and Marketing
Service
