After we reached out for feedback from our advisors about how the Countrywide Legacy Will Clarity Package has impacted their businesses, we were truly overwhelmed with the sheer volume of positive feedback we have received!
Here’s just a few of the amazing responses that we’d like to say thank you for…
When asked about their experience using the package…
“So simple to use and a great way to remind me of my responsibilities in assessing clients as well as their needs.”
– Kept Assets Limited
“Easy to use. Reassures the client and me, and saves time.”
– Sally Herdman Services
“Saves time and money, helps to ensure accuracy, easy to learn and navigate around.”
– Will Power Worthing
But what about the benefits to their business?
“Clients are impressed with the “extra” benefits and increased certainty this offers. The high level of service is expected to bring in additional referrals.”
– Legacy Protection Services
“Documents are more robust, added consumer confidence and increase in turnover.”
– Affinity
“Reduces the risk as a high percentage of my clients have unequal distributions or exclusions in their planning. Impressing clients can only lead to more referrals.”
– GPW Trusts
And of course, what about the client reaction to the package and the fact that it’s paperless?
“They have never seen such documents before and marvel at our service”
– DeMontfort Wills, Trusts & Probate
“Very positively, they can see we are trying to stop future issue from occurring”
– Bright Estate Planning
“No issues with this [paperless system] at all. Most seem to expect it to be done this way”
– MVL Wills and Trusts Ltd
It’s evident from this amazing feedback that the Will Clarity Package has massively improved various aspects of the advisors businesses. So what’s stopping you from seeing what all the fuss is about?
Let us tell you more…
Countrywide Legacy’s ‘Will Clarity Package’ is an automated system which allows for assurances where paper-based systems fail and enables you to fulfil guidelines set out by the SRA regarding:
- Testamentary capacity
- Undue influence
- Surrounding circumstances
- Drafting Wills in a timely manner
- Knowledge and approval
It guarantees that all of the right information is recorded electronically and in a way that is both clear and concise – saving time and hassle when compared with paper-based alternatives.
The package compliments staff training because the system is so simple to follow, as it seamlessly guides drafters through questioning, leaving no stone left unturned. The electronic audit trail available offers training assurances because it allows supervisors to quickly check that staff training is being effectively followed and if not, make amendments. With our package, you can improve your training more efficiently than you can with a paper based system because of the convenience at which you can check documents on our software.
The ‘Will Clarity Package’ can automatically compile a Will Clarity Statement and Statement of Execution, produced at the click of a button, fully satisfying the ‘why, when, where, how and what’ concerning your Clients’ decisions and surrounding circumstances effecting their Wills and associated documents – designed to protect your business and reduce the risk of a successful challenge.
There are so many benefits!
- Reduced production time
- Reduced production costs
- Accuracy assurances
- More efficient service
The testimonials above prove to you just how beneficial our Will Clarity Package is to legal firms of all shapes and sizes.
Contact details
If you like the sound of the Will Clarity Package then please contact us today to start reaping all of these benefits!
Telephone: 01926 514 392
Email: newentrants@countrywidegroup.co.uk
Website: www.countrywidelegacy.co.uk
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.
