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 Round Senior 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 Searchers Searchers details given to Solicitor custodian Refresher - The top 6 reasons to register your clients Wills

Searching for a Will is low cost and efficient Recommende d 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 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

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