Keeping The Wheels Turning…

…and your business on track!

No one could have foreseen these unprecedented times and the effects they would have on not just our personal lives but businesses too.

Coronavirus fears has meant a huge surge in demand for Will writing services but the COVID-19 health restrictions in place has meant that taking client instructions using traditional methods is no longer a viable option.

Refusing to take a client’s instructions that you otherwise would have taken is not an option!

We all have a duty of care to ensure that our client’s needs are fully met which has led to Private Client Practitioners having to change their practices and turn to using technology to accommodate this demand whilst continuing to protect the elderly and vulnerable against potential fraud and abide by the same principles including doing the best for our clients and acting with integrity ensuring that their Wills are valid.

There is no doubt that we are currently, and likely to remain, in unprecedented times. The legal sector, now more than ever, recognises the need for change and how technology is essential for firms to provide vital services to clients.

In a time of self-isolation and the country effectively in lockdown, technology is now becoming a Will writers’ best friend, as face-to-face meetings can’t take place!

Practitioners have a responsibility to stay abreast of new technology so they can continue to act in their client’s best interest.

But which technology?

There has been a lot of press recently about which pieces of software would enable practitioners to provide their clients with a service that is high quality, swift, cost effective and most importantly, observes Will formalities in relation to testamentary capacity and execution, ahead of any changes in legislation.

At Countrywide Tax & Trust Corporation Ltd, we believe that it is critical to continue to deliver estate planning services at this time and to ensure the advice provided follows best practice.

Our software, Countrywide Legacy, already provided significant protection for you and your clients wishes and in light of the current global crisis, has been specifically adapted to reduce risk for both the professional and the client, when taking client instructions remotely.

These additional features within the software are available to utilise now, ahead of upcoming legislation changes. Most notably, we have adapted our ‘Risk Reduction Trilogy‘ to be appropriate for when face-to-face instruction taking isn’t possible.

Countrywide Legacy seamlessly guides the user through, asking all the necessary questions during the instruction taking process suited to when you are not in a face-to-face meeting. This ensures the client’s surrounding circumstances and reasons behind the decision-making are fully documented and includes a robust set of questions to be answered on testamentary capacity.

This means that you can retain an electronic comprehensive record of all crucial facts throughout every stage of the process automatically, saving time and reducing risk at every turn, whilst automatically producing a Will Clarity Statement, Client Disclaimer and Execution Statement during the relevant stages of the process.

If you’re looking for an innovative one stop solution for your practice, which provides an outstanding client experience and keep your business on track, then look no further.

Learn how Countrywide Legacy can help your clients by clicking here or emailing us today!

01926 514 392 | [email protected]

This article was submitted to be published by Countrywide Legacy as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

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