Will Custodians Peace of Mind Service – how does it help you?
Our Peace of Mind Service protects you and your family. For a personalised quote, please email poms at legalplanning.co.uk. (Please note the site has been moved temporarily as it has to be rebuilt and will soon be back at www.WillCustodian.co.uk.)
Please note that enquiries should be by email and include your client number.
Did you know that anything up to one third of all Last Will and testaments are lost, deliberately destroyed or not signed properly. Disappointed relatives greedy partners are one of the most common causes of destruction as they don’t benefit from your Will! Many legal documents are left in banks and solicitors vaults because the people who need them have no idea where they are, because there is no contact and just a simple letter acknowledging receipt which may have been years ago.
Is this what you want to happen with your Legal Planning? Or do you want it to work as intended?
How does the Peace of Mind Service Help?
- You are reminded to review your planning every year – with advice at no extra cost.
- The people who need to know where your documents are and how and when they are able to obtain access (which is strictly controlled – for example, we need a death certificate and proof of identity from all executors before they can access the Will. While you are alive, it is no one’s business but yours). And they have nice laminated storage certificates which shouldn’t get thrown away accidentally. You get one too.
- Reminders (very gentle) of the Legal Planning jobs you have yet to sort out. You may not want to do it know, but you may regret forgetting it entirely. The consequences can be extremely expensive and personally disastrous – but Rome wasn’t built in a day. At least we can keep pointing you in the right direction.
- Updates on changes in the Law and Tax which may affect your Legal Planning – the Government and judges seem determined to keep changing everything for some reason.
- Annual checklist of family or domestic issues which may have arisen which may mean a review is needed. It is surprising just how often things change.
- It makes sure your Legal Planning Documents are safe and secure.
- When your Legal Planning comes into play through death or disability, we’ll help to guide your executors or attorneys on the basic steps they should take and offer more detailed assistance (at a modest cost compared with most) if they need it.
The Will Custodian Peace of Mind Service is UNIQUE
and it is affordable by everyone, so why not download our form and join today – you won’t regret it, and you may well benefit tremendously on a personal level. Your family will almost certainly feel substantial benefit over the years and may well save an absolute fortune.
Not just safe storage and review of Wills & legal documents – much more.
What will the Peace of Mind Service store?
- Last Will and Testament.
- Powers of Attorney and Lasting Powers of Attorney
- Advance Medical Directives, Living Wills, Medical Proxy (but your doctor should have copies too).
- Up to date list of contact details of beneficiaries etc.
- List of assets and liabilities (but NOT account numbers please)
Safe but Accessible – but only to the right people.
Thousands of Wills and other documents are lost, mislaid and stolen every year, but thousands more are lost for no other reason than because no one knows where they are.
The consequences can be DISASTROUS for those left behind, with homes being lost, and inheritances going to entirely the wrong people under the Rules of Intestacy.
Who does the Peace of Mind Service work with?
We are happy to work with other professionals (and send out a personalised Newsletter, tailored to them), or we are delighted to deal direct with the public.
The following are prices as at April 2015 and are a guide only.
Peace of Mind Service Service Levels – keeping your Legal Planning Documents safe and findable
This level offers storage only, with laminated storage certificates for you and your executors. We don’t recommend it as it comes without any review or advice. But we recognise some people cannot afford more.
The Silver Peace of Mind Service adds in our valuable newsletter and checklist, a free advice line and special prices for additional services, should you require them. It works perfectly for normal family Legal Planning, but is not designed for more complex planning where high-level advice may be needed.
Gold Peace of Mind Service is suitable for those with more complex affairs – for example, trusts. It is rather more bespoke than the other services and can include anything from
- a formal annual review.
- Inheritance Tax record keeping and ongoing planning advice.
- Acting as professional Trustee or Attorney.
- Completing Trust tax returns and Trust Accounts and ancillary tax documentation.
- and a myriad of other related issues which need regular and expert attention.
Staff dealing with this level of service will typically be more highly qualified. The Gold Peace of Mind Service package will be tailored to your specific requirements.
This is an add on to the Silver, Gold or Platinum service which allows other family members or friends to pay a small additional subscription to benefit at a favourable cost as Silver level members. This allows you to extend the benefits to others from just £1.50 per month per person (or husband and wife). Ideal for helping younger family members to put sound Legal Planning in place.
Make your own membership tax efficient and add a significant Employee Benefit from just £1.50 per month per employee.