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 Round Senior 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 Searchers Searchers details given to Solicitor custodian

How do you Register your Clients Will? 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 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 Risk to Documents Malicious Destruction by family Future attempts of fraud during estate distribution They know me and my firm Their family knows the Will is with us

The top 6 reasons to search for a Wills during an Estate Distribution 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”

Re-ignite relationships with existing Will Clients by offering free Will Registration Combat increasing competition from outside the profession TOUCH Client management system is included in your Certainty Subscription. Suite of precedent letters included ready for immediate use. Quickly communicate 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

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