With Corona Virus in the UK, understandably some clients are concerned about having home visits. We all need to be sensibly careful for the time being.
Rugby Wills can offer clients free remote services through the use of easy online Fact-Find forms and Video conferencing, not to mention the "telephone"
So if you're looking at setting up a Will, have an existing plan checked, or just have a chat, we have the solution.
TO ALL CLIENTS 20/03/20
COVID-19Given the unknown nature of the current situation, whereas I would not "push" clients to move forward and let them progress at their own speed, I have been advised to expedite the processes to ensure paperwork is in place and working as soon as possible to protect clients welfare.
All paperwork is now being processed in a queue, and any paperwork to be sent off for processing by Countrywide Tax and Trust Corporation is being managed the same way. They are all working remotely and are fully capable to do all works asked of them. If Rugby Wills cannot process your instructions, then these will be passed automatically to Countrywide who will.
I am therefore asking all clients to promptly reply to emails, check Order Summaries, sign disclaimers as soon as you can. As a Company, we don't chase people, but at the moment we are putting in place a policy where we will ask 3 times for some action on your part if necessary. Simply we want to ensure you're covered ASAP rather than thinking "Well I've started it so that's OK".
As you all know, we cannot start the final phase of an order until disclaimers (if any) have been signed and payment has been agreed and made. Once we've issued you with a quote that you've agreed to, we will now issue an invoice automatically. This needs to be paid before we can progress (apart from corrections). Even though there is a 14day "cooling off period, we can produce your documents earlier at your request. You do not lose the right to cancel (within the 14 days), and if you do all monies will be refunded apart from the costs of the works done without question.
Looking to the future When we come to witness the process of signing the Will and associated paperwork, we need to work ingeniously to get the job done and comply with the Law.
As the situation changes, so will this this notice. We shall, however, keep you all informed of any developments. We always strive to exceed your expectations, and if we ever fall short, please do tell us.
STAY SAFE !