• December 1, 2023
 These Are The Most Important Questions When It Comes To Your Client’s Will…

These Are The Most Important Questions When It Comes To Your Client’s Will…

…and they are all answered in our Will Clarity Statement.

As you are aware, a Will only contains WHAT your client wishes to do with their assets…

Time and time again we are hearing about claims against Wills succeeding due to a lack of notes within the Will file. Often these notes are inadequate, go missing or their meaning is lost in translation with the passing of time.

In response to this, we have developed a Will Clarity Package that automatically generates a Will Clarity Statement and Execution Statement, which explains the reasons behind the decisions in the Will.

Every Will writing company and Solicitors firm should be offering their clients a Will Clarity Statement when drafting their Will. Not only does it explain the WHY behind your wishes but it also includes the WHERE, the WHEN, the HOW and the WHO. The Will Clarity Statement is then signed by your client and stored with the Will for safekeeping.

Our Package also manages the entire execution process where you can automatically compile an Execution Statement, reducing your risk of any doubts on its validity. This can be electronically signed by your client, providing a comprehensive audit trail to refer to in the future.

Contact us now so you can protect both your business and your clients against claims.

Are you keeping your notes on the margin of the instruction sheet? There is a much better way. Watch our video to learn more!

Contact us now so you can protect both your business and your clients against claims:

Telephone: 01926 514 392


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.

CTT Group


  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