Myers & Co Solicitors of Stoke-on-Trent joined Certainty in 2010 when Steve Myers saw an opportunity to protect his Wills & Probate business and clients. Steve saw this as particularly important as his firm is located adjacent to large national legal service providers. He says “There was a lot of competition emerging in this area and I was concerned that it would impact negatively on my business”.
As an ‘early adopter’ Steve was initially drawn to the client facing and marketing benefits of Certainty and this element has indeed proved to be successful for his law firm. “Initially I was attracted to the free archived Will registration for our clients and this has helped us to re-engage with them and, in some cases, generate extra business”.
Regarding new Will clients Steve says “We have also found that by embedding Will registration into our Will service we are providing a more complete service, allowing us to ‘embrace and inform’ our clients, providing a great reason and platform to stay in touch with them. Certainty has helped us to secure and strengthen client loyalty and that has to be good for business. We see our Will clients as potential clients for other services; LPA’s, conveyancing, anything that we can assist them with”. Certainty Will Registration and TOUCH Willbank management combine to help Myers & Co maximise opportunities for fee income.
But the service is more than ‘business and marketing’. It is also about enhancing the great legal services provided to the clients of Myers & Co. Steve says “We see Will Registration as a simple process to verify that we have advised a client, drafted a Will and, following attestation of the Will, stored the original document in a secure location. Registration gives peace of mind that, no matter what happens when the testator dies, the family and beneficiaries can find us, the holder of the original Will. We are controlling the positive outcome of the Will to benefit our firm, the testator, their family and beneficiaries’.
Steve is also clear that Certainty has significantly contributed to their risk management and OFR measures. “We know that PII providers see Certainty as a way of managing risk in Wills & Probate and we were not surprised to see the recent Legal Opinion which advises the use of Certainty to mitigate risk”. He continues “It makes sense to use recommended technology to help our clients achieve a suitable outcome – firstly, that a Will can be found through Will Registration and, secondly, that we are dealing with the last Will when dealing with a probate matter through Certainty Will Search. It’s so simple”.
For further information please email email@example.com or call 0845 408 0404