Document Storage

Estate Planning Document Storage

​

The estate planning that you establish is very important. It will be planning that could protect you and save many thousands of pounds for your family. When a death occurs, the ‘Grant of Probate’ can only be granted by the Courts and they will only accept the original Will. If the original documents are lost or destroyed, then any previous Will, or the Intestacy Laws (if there is no other original Will) will apply with undesirable consequences. It is therefore critical that your documents are securely stored.

​

You can store their documents with our Trust partners, Countrywide Tax and Trust Corporation. You will receive copies of your documents and a certificate of storage with reference numbers and details regarding who to contact if the original documents are required.

​

Storage also includes a checking service, whereby we ensure all documents are correctly signed and dated and therefore valid.

​

Benefits of Estate Planning Document Storage

​

• Peace of mind knowing that your client’s documents are safe and secure

• Reduced risk of documents being lost or destroyed

• Faster and smoother probate process

• Reduced costs

• Increased compliance with legal requirements

​

To learn more about Estate Planning Document Storage, please contact us today.