Does your firm have the RIGHT DEFENCE?

You may need to UP YOUR GAME!

There is no disputing that contentious probate is on the rise as society is becoming increasingly litigious, resulting in a significant amount of claims being made against estates. It has recently been reported that there has been a 700% increase over the last five years in the number of cases in the High Court in London involving a challenge to the provision in a Will.

It is extremely important for any business to present a ‘clean sheet’ when it comes to successful claims made against their firm. Therefore, legal firms are searching for innovative ways to tackle claims made against them to protect their client’s wishes and reduce the risk to their business before any problems ever arise. Despite all of the training and preparation, you can never be certain as to when your business is going to take a hit. Therefore it is crucial to ensure that your business has the best ‘game plan’ in place when it comes to contentious probate.

Make sure you have our legal document drafting software, Countrywide Legacy onside to defend your company from claims. Countrywide Legacy manages the entire process from kick-off to the final whistle and produces all client care documentation at the click of a button. Our systematic software has been developed by Trust and Estate Practitioners (TEPS) and seamlessly guides users through the various stages of the legal drafting process. The software asks all of the necessary questions during the instruction taking process to ensure the client's surrounding circumstances and reasons behind the decision-making are fully documented and includes a robust set of questions to be answered on testamentary capacity.

The Will Clarity Statement, drafted at the touch of a button

When drafting the Will, automatically produce a bespoke Will Clarity Statement which accurately confirms and records:

• Details of the initial contact made
• The client's understanding of the revocation of earlier Wills
• Exactly HOW, WHEN and WHERE the instructions were taken
• Risk assessments including confirmation of testamentary capacity and no undue influence from any third parties
• Clarity of intent to confirm knowledge and approval
• Describes in detail the client's wishes and surrounding circumstances behind their decision-making process when writing a Will.

This statement is electronically signed by the client at the meeting or via a website. If you were called to court, wouldn't you prefer to have all of the above compiled in a professional and comprehensive report ready and waiting, which has also been signed by the client? Surely there isn't stronger evidence than one where the deceased client themselves have acknowledged and approved.

Make sure your business has the 'advantage'

It's time to utilise the power of Countrywide Legacy. Contact us NOW to request a Free Trial!

01926 514 392 | [email protected]

www.countrywidelegacy.co.uk