TOUCH Will Management - Maximising the true lifetime fee earning value from your client

Certainty The National Will Register

TOUCH Will Management  - Maximising the true lifetime fee earning value from your

client

What you will learn in this presentation

Introducing …

Certainty, the

National Will

Register

Review of Certainty

Will Registration and Search Services

Focus on Certainty

TOUCH Will Management

and Marketing Service

Certainty Works All RoundSenior Partner

Wills Partner

Solicitor

Legal Executive

Compliance Officer

Marketeer

Practice Manager

Registration is quick

and easy

Clients Name,

Address and Date

of Will

Confidential and Protected for up

to 99 years

Recommended Best

Practice

Certainty never release

details to Searcher

s

Searchers details given to Solicitor custodia

n

Refresher - The top 6 reasons to register your clients Wills

Searching for a Will is

low cost and

efficient

Recommended Best Practice• Probate

Practitioners’ Handbook

• Lexis Nexis & PLC Practice Notes

• Expert view – Gill Steel Law Skills Ltd

98% of Solicitors

agree their Will banks

contain documents

where testator is deceased or moved

away

Will Search mitigates

the significant risk of a

more modern

Will coming to light

after estate distribution

Certainty Members

can start a Will Search immediately through

their account

90% of Professional Indemnity

Insurers ask “Do

you search for a Will

during Estate

Distribution”

Refresher - Searching for a Will The top 6 reasons to search for a Will during an Estate Distribution

How do you use TOUCH?Through our secure Website www.certainty.co.uk using your membership account

Certainty Members Home Page

Here you can access all of the features of your account. Let’s click the Purple “Clients” Tab

Thank You!

Certainty Will Registration and Search Services

Certainty TOUCH Will Management and Marketing

Service

More Information

Member Help Line 0845 408 0404

support@certainty.co.uk