National Will Safe Limited enjoys record year

National Will Safe Limited enjoys record year

With its latest financial year ending on 30 June 2016, the directors of National Will Safe are now in a position to report that the company has had a record-breaking year, as the average number of new clients storing their documents with the firm each month has increased by 50% in the last 2 years. The company now stores over 24,000 documents for 16,000 individual clients.

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When looking at where the increase has come from, National Will Safe Director Paul Sharpe said, “The increase has come from all areas. We now have more professional partners recommending our services and those professional partners are successfully storing documents with us for more of their clients. It’s a win-win situation with some of our partners receiving regular monthly commission payments of thousands of pounds – with no costs or expenses to pay out of those earnings”.

Fellow director Jane Barlow commented “We have also seen an increase in the transfer of documents into our facility from partner firms who have previously offered their own storage service. Usually, this is part of a planned retirement or exit strategy but occasionally it’s been part of a crisis caused by the death or sudden illness of a business owner. The planned transfers have proved to be far more successful than the crisis transfers, but in all cases, it has removed the hassle from the family at a stressful time. “

So why should you choose to recommend National Will Safe to store your documents?

  • National Will Safe stores the documents in a specialist document archive.
  • National Will Safe pays for the documents to be transferred to its offices and from its offices to you or your client or their executor at the time of need.
  • National Will Safe ensures the documents stored against loss and the consequences of loss.
  • National Will Safe scan the documents and send copies to you for your records if required.
  • National Will Safe collects payments from your clients at rates chosen by you.
  • National Will Safe collects payments by direct debit, so payments can be easily changed (increased) through the direct debit system with a simple notification to the payer.
  • National Will Safe pays you a commission every month based on the fees it has collected from your clients, having deducted VAT and its small administration charge.
  • National Will Safe pays your commission to you or your nominated business successor even after you have exited or retired from the profession.
  • National Will Safe will deal with your clients and their bereaved relatives for you when you are on holiday, off sick, or worse.
  • National Will Safe doesn’t offer legal document drafting or probate services so you can be sure that your clients are safe.

To find out more about starting to offer the National Will Safe service and/or transferring existing stored documents to us, please call Jane Barlow on 0345 644 6896.

This article was submitted to be published by National Will Safe Limited 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

National Will Safe Limited

http://www.nationalwillsafe.co.uk/

national-will-safe

Address

First Floor Office 6a Northenden Road
Sale
Cheshire
M33 3BR

Document storage is a fantastic opportunity for any legal services company to increase financial security. By charging clients a fee for storing documents, many professional advisors are able to build up a substantial income; some are now earning in excess of £2000 per month in commission. This continues to be paid during periods of illness and even when they are retired.

It is important for many professional advisors to be kept up to date with the changes their clients make. Whether they wish to make changes to their documents or more importantly if a client has died, the advisor will be notified and may unlock access to estate administration work. We will always inform our advisors whenever their clients contact us to access their documents.

All documents are scanned so can be reproduced if ever lost in transit or damaged – this has never been required though. We also provide insurance for the documents for their replacement should they be lost or damaged while in the custody of National Will Safe Limited. National Will Safe also has Professional Indemnity Insurance of £2million to cover any claims that may occur as a result of our negligence.

Documents are posted to our Freepost address – at no cost to the client or the professional advisor.

There is no set up fee for the professional advisor who is given branded leaflets and other marketing material to hand out to their clients. We also provide the client with enough plastic identity cards to give to their executors, which contain contact details for both National Will Safe Limited and their professional advisor.

We collect payments directly from the client by direct debit. Direct debit payments can be increased at any time without a new instruction from your client. We will charge whatever fee the professional advisor tells National Will Safe Limited to collect from their client annually depending on how much commission they want to earn out of each wallet stored.

The advantages for the professional advisor:

  • No hassle finding somewhere to physically store the documents.
  • No hassle finding (and paying) for insurance for the documents.
  • No hassle dealing with document access while on holiday or during periods of illness.
  • No hassle dealing with lost standing orders, standing orders set up to pay monthly instead of annually etc.
  • No hassle on retirement or disposal of your business.
  • No hassle during retirement – an income to fund retirement and Professional Indemnity Insurance.
  • No hassle if you sell up – the income can be sold – no standing orders to move, no documents to move.

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