• February 29, 2024
 Why put your reputation on the line?

Why put your reputation on the line?

Does YOUR legal document drafting Software offer you and your clients PROTECTION?

Countrywide Legacy makes protecting you and your clients a priority with our brand new Client Disclaimer!

We understand that the decisions your client make in relation to their Estate Planning are based on what they believe best suits them and their family.

Our Client Disclaimer identifies any areas of concern and the implications in relation to your client’s proposed estate planning.

An example of an identified risk could be that secure storage has not been ordered.

If your client decides against using a Secure Storage Facility, a thorough explanation of the risks incurred will be presented in the Disclaimer, which results in a better client understanding.

After the client has read the risks involved and you have discussed the potential consequences that might arise if they do not order secure storage, the client will have to confirm that:

  • They fully understand the consequences.
  • They are happy to proceed on the basis of their instructions and the list of concerns.

Following this, if the client ultimately decides to act against your recommendations (such as not using storage, any tax implications or any other concerns you may elect to add in yourself), the client confirms their understanding by signing electronically.

Once the disclaimer has been electronically signed, this will help to mitigate against the possibility of any future complaints and legal challenges to the advice given by yourself but not taken up.

To find out more click here:

This article was published by the submitter (as named above) as part of their advertising agreement with Today’s Wills & Probate.

The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.

CTT Group

http://www.countrywidegroup.co.uk/

  CTT Group is an established Legal Services firm providing multi-disciplinary support for the UK’s Professional Adviser community. Their expertise spans multiple areas of Law, Estate Planning, Finance and Tax matters. CTT Group is recognised as a leading figure in the industry due to their wealth of experience and technical knowledge in the legal and financial sectors. CTT Group is made up of six areas: CTT Professional Services: A specialised knowledge hub designed for the Professional Adviser community and CTT Group members. The Professional Services team will provide you with a bespoke training and support package to suit any business. This includes the New entrants team, Training, Estate Planning Team, Professional Indemnity Insurance Service & the Resource Hub. CTT Tax and Trust: a premium support system for the Professional Adviser community, providing professional executor and Trustee services. They specialise in Estate Planning, Tax and Trust matters and have a wealth of knowledge and experience in delivering the right solutions for your clients. CTT Legacy Software: Ground-breaking legal software that will change how you work. Legacy was explicitly designed with you and your business in mind, so it will seamlessly align with your needs. It can also be tailored to suit your business needs, giving you complete control over your client journey. CTT Legal: Providing innovative and modern solutions to even the most complex legal problems. CTT Legal offer comprehensive Legal advice alongside CTT Law; an SRA-regulated law firm and strategic partner of CTT Group. This includes Residential and Commercial Conveyancing, Litigation, Document production, Client care, Professional Executor & Professional Executor. CTT Accountancy: A newly established Accountancy firm that will work in partnership with you and your business. CTT Accountancy is a practice of highly skilled and experienced accountants with expertise in trust matters, uniquely positioned to offer your clients a range of accounting services, whatever their needs. CTT Private Client: Offering individual professional advice to high-net-worth individuals with various financial situations. Their specialist team have a wealth of knowledge and will work with you to understand your requirements and provide bespoke advice. Click here for more information: https://ctt-group.co.uk/ Contact: CTT Group Tel: 01926 514 390 Email: enquiries@ctt-group.co.uk Address: CTT Group, Gables House 62 Kenilworth road Leamington Spa CV32 6JX