Secure Document Storage
We offer a unique service that involves much more than the safe, secure document storage of your Wills.
We have come across many clients who have paid out considerable additional sums of money when they needed to make a change to their Will/s.
This can be avoided, therefore we decided on a service to our clients that not only provides safe storage of your original Wills, we provide you with copies of the Wills and write to your appointed executors explaining that we have the Wills for safe storage should ever they need them and we also offer help and guidance for all of the Executors for free.
This enables the executors to have a choice in deciding on whether they choose to complete the administration of the estate known as probate or they decide to choose a professional, if they choose to complete themselves then we will guide them through the process without charge potentially saving thousands of pounds in probate fees.
Update your Will at any time
In addition to this should clients wish to update their Wills at any time, we will produce new Wills for signature and safe return without any additional charge. Please note this does include the addition of a Trust.
You have the additional benefit of asking for any advice needed in the area of Estate Planning including Inheritance Tax advice for other family member’s.
The annual payment for this storage is JUST £39payable by standing order.
There is no contract, we store the Wills – however if a client should decided they no longer require the storage of their Will/s, we can simply cancel the standing order and return the Will/s by post.
We believe that with the benefits of becoming a client for life it is well worth the £39 a year. This £39 is payable per couple not each. Storage of the two Wills is the same price as it is for a single person.
Most clients need to change their Wills several times during their lifetime. Of course this facility is entirely optional at the choice of the client.
- Why Choose Us?
We are qualified to give you the best advice and service, we also offer a free no-obligation discussion – at at time and place to suit you.
We focus on you, the individual, by listening and establishing what it is you would like to achieve and then providing you with the right solution.
We have ELITE PROstatus on Bark and have been recognised for our good services.