Are you missing a trick?

Did you know that introducing Countrywide Tax & Trust Corporation Ltd (CTTC Ltd) as a Professional Executor has benefits for YOU as well as YOUR client?

Where CTTC Ltd are either appointed as Professional Executors or we are appointed by the Beneficiaries after death you will benefit from ashare of those Probate fees!

CTTC Ltd are experts in dealing with all aspects of Probate, CTTC Ltd provide a Guaranteed ‘Fixed Fee’ Probate Service based on the value of the Estate, which is quoted in advance of any work being undertaken. This means a considerable saving on the fees your clients would normally have to pay..

All this for just appointing Countrywide Tax & Trust Corporation Ltd as Professional Executors 

The Benefits to you

• A guaranteed percentage of the Probate fees charged will be paid to you on completion.
• CTTC Ltd will also highlight further sales opportunities to you for your clients, such as Deeds of Variation and the client’s Beneficiaries’ own Estate Planning.
• Further sales opportunities from Referrals from your client’s relatives and beneficiaries both in the Estate Planning market and any other field you also trade in.
• Frequently, there are also opportunities for investment sales from the proceeds of the Estate, or you can benefit from a share of any commission received, should you not be licenced to make the investment sale yourself and want us to do this. 
• One of the most important factors to any Adviser has to be client retention. You may have just lost your best client but by ensuring the Probate work is carried out “In-house” by CTTC Ltd will ensure that you can be present at the last meeting and don’trisk losing the Family/Beneficiaries as potential clients.
• Now, the demise of one of your clients, sad as this is, will actually increase your business. 
• You can have as much or as little involvement as you want with your client’s case. Some Advisers like to be personally involved with the progress of their client’s Probate case whilst others are happy to leave everything in our Probate Team’s capable hands.
• You can also simply follow the progress of your client’s case through our Online Probate System, ensuring you are up to date at all times.
• You will be able to guarantee a sympathetic and professional service to your clients at all times.

The Benefits to your clients  

• Your clients will save money. Our Probate costs are fixed at outset and when CTTC Ltd are appointed as the Executor to the Will, the client is issued with a Certificate which GUARANTEES this price for the rest of their lives.
• Peace of mind. Your clients will not have to deal with complex matters at a time when they may not feel able to do so.
• Unlike many other companies, our Team of Probate experts deal solely with Probate on a full time basis which ensure that they are at the top of their game. The Probate Department’s Manager is not only legally qualified but also a Tax expert.
• Accessibility. Our Probate Team will make an initial visit to your clients in the comfort of their own home at a time convenient to them, outlining and agreeing all costs involved before commencing work.
• Every client has their own appointed Case Handler who builds a rapport with the clients and who sees the case through to completion, attending any further meetings with the clients, where necessary.
• All emails and correspondence are answered on the same day.
• Being kept in the loop. By allowing clients to use our Online Probate system which is completely secure, allows clients to follow the progress of their case even when we are closed. Each case is 100% transparent allowing your clients to view all monies received, letters, bills, statements etc and the final set of Accounts.

Frequently Asked Questions

Q: Some of my client’s don’t want to appoint CTTC Ltd as their Executors preferring to appoint family or friends, what can I advise?

A: Firstly, it’s always the client’s choice who they appoint however, many people just don’t understand how complex and time consuming managing Probate can be. Not only will those appointed have to undertake this at what can be already be a very difficult time for them and have to deal with any added stress arising from any disputes between relatives and other Beneficiaries, but the process carries some personal legal liability. There can be many pitfalls along the way for those not professionally qualified to deal with the legal process of Probate.

Q: So, am I correct in assuming that CTTC Ltd can only undertake Probate where they have already been named as Executors in the Will?

A: No. CTTC Ltd can be appointed as Professional Executors after the client has died by the existing Executor(s) and so you would still benefit from the same % of the fee charged. When you are informed that a client or someone you know has passed away, then this is your opportunity to introduce them to CTTC Ltd for all of the reasons in the “benefits to your clients” listed above. 

Q: Some of my clients still insist on appointing family or friends, I am concerned that I will not get to know when they have passed away and so will lose out.

A: Clients don’t always follow best advice but we can ensure that CTTC Ltd know when a client has passed away by recommending that your clients store their Wills and other legal documents. Then when we are contacted by the Executors to request the release of the Will we can talk to them about the benefits of using CTTC Ltd as Professional Executors, so ensuring that you still benefit from your share of the Probate fees, any investment business sales opportunities and access to the deceased client’s family. All that in addition to having already received the income from document storage. 

For more information on Probate or any other products and service's CTTC provide why not tune into our FREE monthly Supermen Webinar's discussing Hot Topic's, Legislation Changes and further Sales Opportunities.

Please note Service this is only available to our members. For further information on the benefits of membership, please contact our New Entrants Team on: 01926 514 390 Ext 9170 or [email protected]