Your Clients' Wills, Lasting Power of Attorney documents and/or Trust paperwork are extremely important documents.
In fact, they are some of the most important documents your clients will ever have to write.
We provide a safe, secure annual storage plan of all your clients' TrustDocs documents.
Once the documents have been executed, it is crucial that your clients take steps to store the originals securely. For example, if an original Will goes missing or is accidentally destroyed, the Executors will be unable to proceed as a mere copy cannot be admitted to Probate.
It is advised that your clients never keep the original documents in their home.
If your clients were to be burgled, or suffer a house fire or flood, for example, their documents could be damaged or even destroyed. If there are any doubts as to the contents of the documents, a court could deem them invalid.
Another factor to consider is not only that they are safe, but also that they are kept in an easily accessible place, so that they can be quickly located when they are needed. If your clients keep their important documents in a safe box, for example, the people trying to locate them may not be able to find the box and/or unlock it.
Will Storage should be safe and off your own premises.
We provide a safe, secure annual storage plan for all your clients' TrustDocs documents. A storage certificate is provided and relevant parties to the clients' documents are supplied with our contact details, so you don’t have to worry about telling Executors where the Will is held, for example.
Annual Family Asset Protection Trust Minutes
It is important that minutes are documented annually. TrustDocs provide a Storage and Annual Minutes package as a cost effective option
This service provides:
- A reminder that minutes are due.
- Minutes produced for your annual client meeting
- Peace of mind for your client that all Trust documents are stored together
- A clear robust audit trail.
- Competitively priced for you
Contact us for more information.