TOUCH Will Management - Maximising the true lifetime fee earning value from your client.
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Transcript of TOUCH Will Management - Maximising the true lifetime fee earning value from your client.
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Certainty The National Will Register
TOUCH Will Management - Maximising the true lifetime fee earning value from your
client
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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
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Certainty Works All RoundSenior Partner
Wills Partner
Solicitor
Legal Executive
Compliance Officer
Marketeer
Practice Manager
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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
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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
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How do you use TOUCH?Through our secure Website www.certainty.co.uk using your membership account
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Certainty Members Home Page
Here you can access all of the features of your account. Let’s click the Purple “Clients” Tab
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Thank You!
Certainty Will Registration and Search Services
Certainty TOUCH Will Management and Marketing
Service