Document Safe Custody

It has long been recognised that safely storing documents such as Wills and LPAs is a must. Storing a Will securely 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 long standing Document Safe Custody service is ideal for storing important paper documents such as Wills, Lasting Powers of Attorney or other important legal papers.

We have further enhanced the BTWC Document Safe Custody solution and it now includes the option of utilising the services provided by Once I've Gone (OIG) - specifically for BTWC Associates.

Your clients have the opportunity to not only look at what vital hard copy documents they need to keep safe for the future but also their digital assets and information as well.

We have partnered with OIG to enable you to offer a fully rounded storage solution to your clients for all their most important and most valued documents and information. The digital platform makes it easy for clients to record details of their important personal, legal and financial information that families will need. Clients can upload and store digital copies of documents, photos, videos and anything they would wish to share after their death. All this information is securely stored and made available to nominated trusted contacts after death.

Document storage is a great opportunity for any professional adviser to increase customer loyalty and maintain engagement at critical life stages. As the adviser assigned to a client storing their documents with BTWC Ltd, you will be informed when a client contacts us to revise their documents due to change in personal circumstances such as moving to a new house, divorce or receiving an inheritance for example.

Most importantly, advisers will be told when a client has died creating the opportunity to support the surviving family and beneficiaries with the Estate Administration and Probate process. Plus, potentially provide investment and or mortgage advice for the beneficiaries after Grant of Probate as been completed and also gives advisers an opportunity for additional income from the probate administration process itself but with no personal risk to them, plus other financial services opportunities to new clients.