Document Safe Custody

BTWC provide a Document Safe Custody service to ensure that all vital documents are kept securely for long into the future. Your clients Will is one of their most important documents and it’s critical that this and their other key documents are stored safely and securely where their Executors can find them at the time of need.

 

Storing a Will securely also protects against deliberate destruction and accidental damage. If a Will is damaged or executors can’t find it after death then your clients’ wishes may not be followed. Our Document Safe Custody service is ideal for storing important paper documents such as Wills, Lasting Powers of Attorney or other important legal papers for a small annual charge. Once your client has registered for our this service, they will receive a Safe Custody Certificate and Executor ID Cards to ensure all key parties will be able to locate the documents when the need arises.

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Your clients Will is also registered FREE OF CHARGE with Cer
tainty – The National Will Register providing added security that their Will is locatable by Executors and streamlining the Probate process.

Free Will Updates

When your client stores their Will with us, they will also be provided with a FREE update each year for any simple changes such as amendments to names and addresses to help ensure their Will is always up to date. The service can also provide a valuable additional ongoing income stream for yourself and supports your ongoing contact with your clients.

Find out more...

If you would like to find out more about how you can add our Document Safe Custody Service to your product portfolio call us on 01522 500823.