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
Your team have been very helpful and supportive –
I decided to work with Countrywide as an Estate Planner. Things have gone really well and I enjoy the work and most importantly, the people I meet and work with. Your team have been very helpful and supportive as I have moved through my learning curve.
My business has expanded over the last year and I now work with a number of associates. Over this weekend, my brand, email address and website is changing from Hall&Butterworth to Hall&Associates and I am now the owner rather than a Senior Partner.
Martin Hall, Hall & Associates
High Net Worth Training Course
Very informative, very well presented and very impressed by your software capabilities.
Rex Sevier – Wills, Inheritance Tax and Probate Solutions
Countrywide are amazing
Just to say all of you at Countrywide are amazing. The help and support from you all has been brilliant since I joined.
Marisa Fernandes – FS Estate Planning