Will Registration - Protecting the Will, the Client and the Probate.

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

More Information

Member Help Line 0845 408 0404

[email protected]