What is our Peace of Mind Service?
Many law firms will chuck your Wills and Lasting Powers of Attorney in their vault. Maybe even free, in the hope that you will come back. If they go out of business, you may have trouble, so we set up a separate self-funding (from members modest subscriptions) company to avoid the potential problem faced by any commercial firm. So Will Custodian Ltd operates the Peace of Mind Service for us and ensures you get the storage, annual newsletter, discounts, free advice (from us – any amendments you need are discounted) plus the all-important storage certificates and registration on the National Wills Register to ensure your Will can be found when it is needed. Plus our new Secret Weapon which you will find out about if you read the rest of this page,,,…,
What seems to escape most people’s attention in the hustle of modern life is that sound Legal Planning is not a one-off exercise. Personal circumstances, finances, Taxes, and the Law and constantly changing and developing. Add in the changes in family and friends with births, deaths, marriages, divorces, remarriages, “step” children, businesses, and a myriad of other things.
Maybe you start to see the merit of reviewing your Legal Planning from time to time. Our prescription for members of our Peace of Mind Service is an annual newsletter and checklist, gentle reminders of things you ought to do, a free advice line and a very healthy discount on future work (which often saves people the equivalent of several years of subscriptions). Plus we register your Will on the National Will Register, saving you £30.
But there is potentially much more to the Peace of Mind Service than that – keep on reading to discover our secret vault system…..
Building up a long-term relationship with the people helping organise your Legal Planning makes sense for everyone. Understanding your situation is important, but every Legal Planner will have slightly different advice, and too many people have no relationship with their adviser, so a proper long-term strategy just doesn’t exist, and each successive adviser will often re-do the work of the previous one. Because our aim is to keep clients on a long-term basis, we can aim plans very much to accommodate likely future changes, rather than starting again each time a life event throws everything up in the air again. Many life events are totally predictable, so let’s build them into the plan as early as possible to minimise changes, and then just help you to keep a watchful eye on it, at least once a year.
The Peace of Mind Service is a simple but effective way of doing your best to keep your planning up to date and relevant to the needs of those you care for. Not to mention in the process that you can put in place the best possible protection for yourself. Legal planning is about helping you to help others and helping them to protect you when you would otherwise be very vulnerable.
The Peace of Mind Service Secret Vault System – an inexpensive but important optional extra.
Want to know more about how Zenplans operates?
Want to know about the security of your data? Go HERE.
Live seminars by Zenplan, book for Tuesdays at 5pm, Thursdays at noon.
To contact Allied Law Ltd/ Allied Professional Will Writers call 01323 741200 or use the form here.
