THE WILL CLARITY PACKAGE
The Will Clarity Package provides you with everything you need to reduce risk to both your clients and your business.
All for one low fixed fee of only £20 + VAT per month, you can offer a professional service focused on protecting your client's wishes.
Purchase our Professional Bundle which includes the Will Clarity Package features amongst others!
claims against estates are on the rise...
Over the last few decades, there has been a bigger spread of wealth. Many people have assets to protect and die with a sizeable estate. This wealth, combined with higher mortality rates, translates to the number of adults inheriting larger amounts of money being set to rise from £69 billion (2017) to £115 billion by 2027, with almost £1 trillion expected to pass between generations over the course of a decade!
In direct contrast to this, younger generations complain of the constant struggle to get on the housing ladder and keep up with the increasing cost of living. Complex family structures also mean that the division of assets becomes ever more challenging, and can be felt to be inherently unfair by aggrieved family members. Inheritance disputes brought to court have been rising since 2015 as a result – and the trend looks set to continue.
The need to protect both your clients and your Will writing business has never been greater.
HOW CAN YOU PROTECT YOUR CLIENTS AND YOUR BUSINESS?
When you take a client’s last Will and Testimony it is of particular importance to take full instructions accounting for the client’s needs, wishes and circumstances. However, a clients’ Will only really describes WHAT they wish to do with their estate, and doesn’t include any of their deciding factors or circumstances surrounding the Will drafting and execution, which may be questioned at a later date.
HOW WE CAN HELP
Countrywide Legacy, in partnership with Martin Holdsworth, Contentious Probate Lawyer and owner of IDR Law which specialises in Inheritance Dispute Resolution, has developed a complete Will Clarity Package which is totally unique to the legal industry.
Our Software Package automatically compiles statements which fully satisfies the WHY, WHEN, WHERE, HOW and WHO when it comes to your client's Will, their wishes and the surrounding circumstances. This helps protect your business by reducing the risk of a successful challenge. It also ensures you are providing your clients with the best possible service, helping to give “the deceased a voice”.
With our Will Clarity Package, you can automatically generate:
A WILL CLARITY STATEMENT
The Will Clarity statement outlines how the instructions were taken, who was present, risk assessments, mental capacity and the reasoning behind your clients’ choices.
This Statement can be signed by the client when signing the Will, reassuring them that if the worst were to happen, this extra precaution to ensure that your clients’ wishes are clearly heard and well documented, reducing the risk of a successful claim.
AN EXECUTION STATEMENT
Our Will Clarity Package manages the entire execution process where you can automatically compile an Execution Statement, reducing your risk of any doubts on its validity.
The Execution Statement can be signed by your client electronically at the time of execution, or wet signed later, providing a comprehensive audit trail to refer to in the future.
A LARKE V NUGUS STATEMENT
We all know when you receive a Larke v Nugus request, it is exceptionally time consuming and costly to deal with. Our Package allows you to compile all the required information and complete a Larke v Nugus request, at the touch of a button.
This means you are better prepared to answer a request, and our Package will help reduce claims and problems for both you and your clients.