A step that often causes family members additional stress and anxiety when someone dies is locating the deceased’s important documents. This includes the Will but also includes other paperwork such as pension details, insurance policies, and bank and/or building society accounts.
The process of locating these documents can also be emotionally difficult for loved ones coming to terms with a death. That’s why Kings Court Trust’s latest blog aims to assist your clients through this difficult stage by covering:
- What is considered an important document?
- What steps should be taken to locate a Will?
- What happens if a Will can’t be found?
- The reasons why a Will should be professionally stored
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Kings Court Trust is an award-winning estate administration provider that takes care of the practicalities after death. Our full suite of estate administration solutions is designed to support all families and adds value to your business by providing free, practical advice on the next steps following a bereavement. There are many benefits to partnering with Kings Court Trust, including:
- An additional revenue stream – you will receive a fee share for referrals that result in business
- An enhanced service proposition – you are in the best position to offer your clients support and care during a difficult time
- Work referred back to you – we will refer beneficiaries back to you to help expand your client base
- Secure document storage – we can store important client documents in our secure facility, including Wills, LPAs, and Deeds
If you have any questions about estate administration or how you can work in partnership with Kings Court Trust, call them on 0333 207 5470 or email partners@kctrust.co.uk.
This article was submitted to be published by Kings Court Trust 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.