Countrywide
The Will Clarity Package
I can offer a better service with a fairly unique offering thanks to the package. I also believe it will reduce potential future claims for myself and the client. I believe it is a strong selling point as many clients are putting off making Wills because of worries of how it will be handled on their death.
Sally Herdman Services | Sally Corena Gudrun Herdman
THE WILL CLARITY PACKAGE
The Will Clarity is an excellent document that gives additional peace of mind to clients & advisers. Clients see this as very positive. They can see we are trying to stop future issue from occurring.
Bright Estate Planning | Nick Johal
The Will Clarity Package
The Will Clarity Package has a simple straightforward process that protects you and your client. My clients are impressed with the “extra” benefits and increased certainty this offers. The high level of service is expected to bring in additional referrals. Also, my clients view these as additional “free” services that add value to my proposition and strengthen the Will and Trust dispositions against a future challenge.
Legacy Protection Services | Nick Butler
The Will Clarity Package
The Will Clarity Package is so simple to use and a great way to remind me of my responsibilities in assessing clients as well as their needs. It gives peace of mind that my consultants are acting appropriately and reducing risk to the business. My clients are very understanding and they see the professionalism of using such packages.
Kept Assets Limited | Richard Hayes
Brilliant to know I have such good backup with CTTC
Thank you so much Hayley for all your patience with helping me to sort out the appropriate trust in will on the system, brilliant to know I have such good backup with you and CTTC!
Jenny Lewys – Oak Wills & Estate Planning Limited
Webinar 45
This webinar was outstanding, many useful tips to keep instructions and files in order.
Thank you
Kenneth J Rendle-Mervill – The Sussex Wills office
Will Writing, Estate Planning & LPA Drafting – Estate Planning Foundation Course
I learned so much and the course gave me an invaluable insight into the benefits of wills and trusts.
Roberta Briant
