• March 28, 2024
 Does Your Firm Have The Right Defence?

Does Your Firm Have The Right Defence?

You may need to UP YOUR GAME!

There is no disputing that contentious probate is on the rise as society is becoming increasingly litigious, resulting in a significant amount of claims being made against estates. It has recently been reported that there has been a 700% increase over the last five years in the number of cases in the High Court in London involving a challenge to the provision in a Will.

It is extremely important for any business to present a ‘clean sheet’ when it comes to successful claims made against their firm. Therefore, legal firms are searching for innovative ways to tackle claims made against them to protect their client’s wishes and reduce the risk to their business before any problems ever arise. Despite all of the training and preparation you can never be certain as to when your business is going to take a hit. Therefore it is crucial to ensure that your business has the best ‘game plan’ in place when it comes to contentious probate.

countryide

Make sure you have our legal document drafting software, Countrywide Legacy onside to defend your company from claims. Countrywide Legacy manages the entire process from kick-off to the final whistle and produces all client care documentation at the click of a button. Our systematic software has been developed by Trust and Estate Practitioners (TEPS) and seamlessly guides users through the various stages of the legal drafting process. The software asks all of the necessary questions during the instruction taking process to ensure 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.

countrywide 2

When drafting the Will, automatically produce a bespoke Will Clarity Statement which accurately confirms and records:

  • Details of the initial contact made
  • The client’s understanding of the revocation of earlier Wills
  • Exactly HOW, WHEN and WHERE the instructions were taken
  • Risk assessments including confirmation of testamentary capacity and no undue influence from any third parties
  • Clarity of intend to confirm knowledge and approval
  • Describes in detail the client’s wishes and surrounding circumstances behind their decision-making process when writing a Will.

This statement is electronically signed by the client at the meeting or via a website. If you were called to court, wouldn’t you prefer to have all of the above compiled in a professional and comprehensive report ready and waiting, which has also been signed by the client? Surely there isn’t stronger evidence than one where the deceased client themselves have acknowledged and approved.

Make sure your business has the ‘advantage’

It’s time to utilise the power of Countrywide Legacy. Contact us NOW to request a Free Trial!

T: 01926 514 390 Ext 9170

E: newentrants@countrywidegroup.co.uk

W: 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.

 

Charlotte Ponder LL.B (Hons) TEP

Charlotte Ponder LL.B (Hons) TEP is the Legal Director of Countrywide Tax & Trust Corporation Ltd and Countrywide Legacy, Charlotte holds a key responsibility in overseeing the running of the company as well as ensuring that the day-to-day operations run smoothly. With a strong legal background, Charlotte is well placed to take on this demanding position, having worked in multiple areas of law before progressing to Countrywide and interacted directly with clients to explain complex concepts in a simple manner. Following her studies and being called to the Bar, Charlotte’s legal career began in family law. As well as providing a strong foundation for her legal experience to build upon, here she also witnessed many divorce cases involving high asset losses, sparking her interest in how such consequences could be prevented.