The First Ever CRM System Specifically Designed For Will Writers, Estate Planners and Private Client Solicitors!
One CRM doesn’t fit all businesses. The key is to select the software that’s right for the way your business works. Choosing the correct CRM for your business can dramatically improve productivity, increase sales and heighten customer satisfaction. Which is why Countrywide Legacy has taken the step of creating a unique Customer Relationship Management system designed solely for Will Writers, Estate Planning professionals and […]
Co-op’s H1 Profits Increase Despite Declining Funeral Sales
The Co-operative Groups interim results for the opening half of 2019 highlight significant growth despite the fall in Funeral revenue. Between January and June 2019, the Co-op’s Funeral and Life Planning sales fell by 6% to £163 million. The Co-op attribute the declining sales to an unexpected 10% fall in the death rate and their […]
The New Wills Notification System And the Charity Sector
As the Wills Notification Service transitions into a temporary iteration this summer, Institute of Professional Willwriters (IPW) and Institute of Scottish Professional Willwriters’ (ISPW) members will need to ensure they are aware of the changes that are likely to impact the charity sector. Despite Her Majesty’s Courts and Tribunal Services (HMCTS) announcing that the 12-month […]
Non-Contentious Probate Fees Order 2018 Officially Lapses
The Non-Contentious Probate Fees Order has officially lapsed. It means that the current fixed fee of £215, or £155 when a solicitor is used, will not be replaced with a sliding scale rising to £6,000 depending on the estate’s value. Ministers have decided to allow the Order, in its current form, to lapse as Brexit […]
Why Establishing Testamentary Capacity Is Not a Tick-Box Exercise
One of the many challenges for legal practitioners specialising in Will drafting is establishing the testamentary capacity of the Testator. While in some cases, the presence or absence of sufficient mental capacity may be clear, in others, there may be some uncertainty, necessitating a more comprehensive process to reach a consensus. In the case of […]