All That Glitters

CEO, Trevor Worth, was asked to contribute an article to Remember A Charity again this year about charity legacies and technology.
All That Glitters
If you were asked to name a creative and customer focused industry or profession, it’s a fair bet that the legal profession wouldn’t come anywhere near the top of the list.

The perception of lawyers in general, rightly or wrongly, is of a jargon filled, nine-to-five service that suits the law firm but not the clients, and with potentially expensive fees for every letter and phone call, let alone the lack of fixed fee clarity for the advice or documentation provided.

It’s clear that these are enormous barriers that prevent the general public from doing anything at all. Apathy and inertia rule but the legal profession need to do much more to break these perceptions down.

This is where innovation in the sector is helping to radicalise the offering for consumers that are thinking about putting Wills in place and importantly, considering leaving gifts to those charities that are close to them.
With the arrival of Artificial Intelligence (just put IBM Watson into your search bar) and many processes and services now becoming more commoditised, there has never been a better time for consumers to select the platform to engage with the law that suits their pocket and most importantly, their lifestyle.

The days of stuffy lawyers are falling away thank goodness, particularly in the areas of Wills, probate and conveyancing, to be replaced by forward thinking, business-minded and customer-centric firms.

With the imminent launch of online service portals like iWill and the entry into the legal services market by entrepreneurs via the Alternative Business Structure model (where non lawyers can own an interest in the law firm), there has never been a better time for consumers to take control and decide which method of preparing their Wills suits them best.

Whilst many consumers may prefer the online technological offerings, there will always be the need for face to face interaction particularly where individuals need bespoke advice and guidance if their affairs are not straightforward.
In this case a fully qualified Trust and Estate Practitioner is the best and most qualified source of advice and with many TEP’s qualified to give advice on charitable giving, it is a great place to look for expertise.

We are living in what is termed as the 4th Industrial Revolution, and technology is racing forward and we should all embrace this. However, with a caveat in mind if you are considering Wills and leaving gifts to charities.

If you see a shiny website offering to do everything for next to nothing, just check that their qualifications are in place to assist you. As anyone can set up a Will-writing business with little or no technical training or checks on their suitability, a shiny website can reaffirm the “all that glitters isn’t gold” proverb.

Check with STEP to see if they are appropriately qualified and if they are not, walk away and find someone who is. Whilst technology can bring about convenient opportunities for the consumer to easily gift donations to charities via a Will, it is also allowing unscrupulous firms and individuals to provide a service that may not be fit for purpose.

As always, caveat emptor and search out qualified, insured and experienced professionals whether face to face or online.

Trevor Worth MBA TEP F.IPW, CEO & founder at Portcullis Legals and fellow of the IPW.

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Sarah Brown
Sarah Brown
08:18 12 Jun 19
Sorting our Wills had been something that my partner and I had discussed for a while, but always kept putting it off. From the moment our enquiry was dealt with over the telephone, until the day we went in and signed our wills, the team at Portcullis were professional, explained everything in full (in simple terms) and their friendly approach makes the whole process extremely more
Phil Walsh
Phil Walsh
08:55 13 May 19
My wife and I asked Portcullis to help us write our wills and we were very pleased we did. Appointments were made promptly, everyone had plenty of time for us, everything was explained in terms we could understand and we were encouraged to take time to reflect on any important issue. This was old-fashioned courtesy and friendly service at its bestread more
John Sutherland
John Sutherland
09:44 10 May 19
As they were forces friendly, I approached Portcullis Legals to write a will and finished up with a will, a power of attorney and a trust. Everybody was most helpful and Nick explained everything without any rush and has continued to be a help since and all for a very reasonable price. I would certainly recommend them to my friends and colleagues. Thank more
Kev Bickford
Kev Bickford
14:31 08 Mar 19
I asked Trevor and his team to assist me with the writing of my will. I found them to be thoroughly professional and very helpful and understanding of my needs. I would not hesitate in recommending their services to anyone. Thank youread more
Barbara Cock
Barbara Cock
16:37 10 Jan 19
We found Trevor so easy to deal with. He listened to everything we were concerned about and it was sorted with absolutely no problem. We have no hesitation in recommending Portcullis to anyone looking to get their family finances in more
Charles Eatwell
Charles Eatwell
11:51 07 Jan 19
My wife and I plus had some legal work done by the team. The cost was lower than my local solicitor the process straightforward without any fuss. I would recommend them for providing a quality serviceread more
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We met Trevor and the team and found their service to our needs second to none. We would recommend anyone to contact Portcullis Legals Ltd to help with their needs. We are not just saying this for the sack of saying it. We truly believe the Personnel service, and Professional help and advise given was second to none.

Mark Swift

November 8, 2018

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