June 12, 2024

What is Secure Document Storage?

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Physical Storage

When you draft a Will, you’re not just investing money into having it professionally written. You’re ensuring that your wishes are respected and your estate is handled properly when the time comes. However, from a risk management perspective, have you considered the potential consequences of simply keeping such an important document at home?

Keeping your Will at home might seem convenient, but it poses significant risks. Your Will could easily become lost, destroyed inadvertently, or even intentionally. Natural disasters like fires and floods can happen. Moreover, during stressful times such as moving house, which many of us experience at some point, the risk of misplacing or damaging your Will increases.

To mitigate these risks, we offer a secure storage service. Our storage option ensures that your Will is kept safe, dry, and secure, providing you with complete peace of mind. We also provide individual storage certificates that can be passed to your executors, ensuring that when the time comes, they know exactly where to find your Will—without the need to search through your loft or anywhere else in your home.

In addition, your Will is registered with The National Will Register. This adds another layer of security, ensuring that your Will can be easily located if your executors cannot contact us or perhaps never received a copy of the storage certificate.

Digital Storage

In today's digital age, it’s vital for your important information to be both secure but also readily available to the right individuals. We’ve partnered with Auderli to offer a comprehensive digital storage solution. As part of our storage service, you will be invited to open an Auderli account at no extra cost (a saving of £49.99 per person annually), providing you with premium access to their platform.

Auderli is designed to help you organise, record, and manage important information about yourself. You can digitally store copies of your key documents such as your Will, lasting power of attorney, insurance policy documents, Will storage certificates, pension details, and more. This information can be shared with family members, executors and attorneys, with you controlling exactly who sees what.

Additionally, Auderli connects you with ourselves as a trusted professional, ensuring you always have access to reliable assistance from us when needed.

Discounted Rates On Other Services

As part of our yearly subscription fee, you also gain access to exclusive discounts on document rewrites and any additional services you may require from us. This ensures that you can keep your Will and other important documents up to date without incurring significant extra costs.

Written By Kym Cookesley
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