Major reforms for LPA registration on their way
The government has launched a consultation examining the mainly paper-based process of creating and registering Lasting Powers of Attorney with a view to using technology reform the process of witnessing, improve access and speed up the service The consultation will propose widening the OPG’s legal powers to check identities and stop or delay any registrations […]
Crypto assets and estate planning: striking the balance between access and security
Research published by the Financial Conduct Authority (FCA) estimates that 2.3 million adults now hold crypto assets (up from 1.9 million last year) and as many as 78% of adults have now heard of crypto assets, up from 73% in a year. Cryptocurrency is a digital asset that can be bought, spent, saved or sold in much the same way as traditional assets. The […]
WillSuite set to launch new Client Portal
WillSuite continues the recent release of new system features which includes: user CPD logs, default CRM field options and a new LexisNexis integration enabling users to complete KYC checks on clients. Yet, it does not end there. The latest news out of WillSuite HQ is the launch of a new client facing portal called ‘Love […]
Probate Innovation and Automation – a glimpse into the (not too distant) future
It may be trite to say that CLS ‘feel your pain’ but we have been focussing on learning about the modern probate and private client lawyer’s frustrations and pain points in the drive to stay competitive and focussed in today’s changing legal market. The legal profession needs to balance their customer’s demand for speed with […]
Clio launches “game changing” legal client software in the UK
Clio, a leading provider of cloud-based legal technology, has today announced the much-anticipated UK release of Clio Grow, its legal client intake and client relationship management solution already used by thousands of legal professionals in North America. Since 2015, lawyers in the UK have relied on Clio Manage—the world’s leading legal practice management software—to manage […]
New “Insur-Tech” provider raises £1.7m investment
Bequest is creating a digital revolution in the insurance industry with the sole purpose of simplifying wills and life insurance for the millennial market. Today Bequest announces its £1.7 million investment and the launch of its life insurance offering as it strives to make sure everyone has access to life insurance that doesn’t break the […]
Changing consumer behaviour creates opportunity for probate providers
Consumer shopping for legal services has undergone a sea change over the last year as people young and old have taken to their devices to research and buy everything from home gym equipment to probate services. And it’s a trend that is here to stay according to the UK Legal Services Consumer Research Report 2021. […]
Firms warned over security risk of WFH
Law firms jave been warned to rethink remote working policies to avoid cyber attacks and data breaches. The “Future of Working from Home” white paper has found that 41% of data breaches are caused by a lost or stolen device, highlighting the requirement for many legal firms’ IT departments to carefully consider working from home policies […]
Cyber security “here to stay” says Alpha Legal founder
Today’s Wills and Probate talks to Alpha Legal founder Robin Bennett , about a new service helping the legal industry work in the “new normal”. TWP: Robin, first of all, what’s the background to Alpha Legal? RB: Alpha Legal from Start Software solves the problems we are all having when seeing clients face-to-face is not […]
Say Hello to our newest recruit
The Countrywide Advisor Chatbot. At Countrywide Tax and Trust Corporation Ltd, we always aim to be ahead of the curve when it comes to technology and innovation. We are constantly looking at ways of embracing technology to make our services better, faster and more accurate for our partners so that they, in turn, can offer […]
Probate Case Journey
The probate process is complicated, archaic and time consuming for all concerned. The pressures of dealing with the administration involved when someone dies can become all-consuming, and sadly for two in five (40%) people, dealing with the bereavement process causes mental health problems. Due to this 62% of individuals recently surveyed will seek a solicitor […]
Sponsor Spotlight: Inheritance Data
In a series of Supporters in Focus pieces, we are thrilled to introduce our supporters of The British Wills and Probate Awards 2021 Alongside headline sponsor Executor Solutions we look forward to recognising achievement, highlighting progression and championing innovation. Today we profile Solicitor Firm of the Year, National sponsors, Inheritance Data. We’re delighted to have Inheritance […]
Cryptoasset investors need to consider their Will and how to access wallets
With hundreds and thousands of people seeking strong returns from cryptoassets, a London and Birmingham-based law firm says it is essential that investors think about how they gift digital currencies in their Will. Cryptoassets, like Bitcoin and Ethereum, form part of a person’s estate like any other assets, such as money, shares or property and […]
Today’s Wills and Probate Podcast Launches
Today’s Wills and Probate have launched our first podcast available below and via your podcast provider. In this first episode, Tom Lyes talks to Nick Cousins, co-founder and CEO Exizent, a business whose aim is to digitise the probate process. During their discussion Nick explains how Exizent came about and their vision to build the […]
Webinar – Probate Cases and your IT Strategy
1 in 4 legal professionals are resigned to the fact the probate process doesn’t work as efficiently as it should, with 75% thinking that there are things to be done to improve it, specifically dedicated probate software. Join Exizent’s Senior Account Executive, Daniel Fox, in our latest Webinar as he presents his insights into The […]
FREE Webinar: ID and AML Checks for Wills and Probate
A FREE WEBINAR from Lawyer Checker for private client teams: ID and AML Checks for Wills and Probate We work with private client departments across the country to help them ID clients and beneficiaries. Our solution uses facial recognition and cutting edge document reading technology to match clients and beneficiaries to their ID documents in a […]
Sponsor Spotlight: IHT Loan by Tower Street Finance
In a series of Supporters in Focus pieces, we are thrilled to introduce our supporters of The British Wills and Probate Awards 2021 Alongside headline sponsor Executor Solutions we look forward to recognising achievement, highlighting progression and championing innovation. Today we profile Best Use of Technology sponsors IHT Loan by Tower Street Finance. We’re delighted to have Tower Street […]
Remote working makes it hard to offer sympathy
The probate industry has notoriously been left behind the curve in relation to adoption of technology. As the UK continues to open back up after another lockdown, we look at the challenges facing your practice post-pandemic and the effects on your day-to-day tasks, and how modern software helps you improve the client experience. COVID-19 Impact […]
Increasing Client Retention and Loyalty through Life & Legacy Planning
Think of all the planning you do every day. From what you’ll wear, to what’s on your family’s agenda, to tasks you must do this week to keep the household moving. What are the most pressing things that need to get done versus what can wait until you have some extra time? These are typical […]
WillSuite launches new invoicing feature
WillSuite has just launched another new feature enabling users to offer ‘Secure Pay by Link’ thanks to our Stripe Integration. Using the Stripe Payment Gateway, you can now send your clients a link to pay their invoices online securely. The clients will be able to click a link and view the invoice raised and make […]
