Dear Valued client

Firstly, I hope that you, your family, and friends remain safe and well during these challenging times. While it remains unclear as to what the immediate future will bring, I would like to take this opportunity to reassure you that Heritage have adapted the way we work to ensure we can continue to meet our commitments to our clients, whilst following Government guidelines at all times.

To ensure the health & safety of our community we have taken the decision to temporarily close both of our offices to visitors, with staff working from home.

Appointments

To ensure that we are able to provide you with the service you need, we are offering online meetings (using technology such as Zoom, Skype, Whatsapp, Facetime & Messenger) as well as telephone appointments.  Due to the current situation we are working very hard to get your documents to you as soon as possible though may take up a little longer than usual.  We are also offering to send documents electronically, to be printed and signed in your home.

Document Storage

Many of you have your Will safely stored with us as part of our Client Care Package. You may be aware the Client Care Package also gives you an annual Will update at no extra cost, access to our Executor helpline, registration with Certainty – the National Will register and the opportunity to store other documents with us.  If you need to access any of these services please call us on 01603 894500.

Lasting Powers of Attorney

If you have a Lasting Power of Attorney, it is important to ensure that it is registered with the Office of the Public Guardian (OPG) so that it becomes a legally binding document. If you have any questions about your Lasting Power of Attorney or wish to discuss setting one up, call us on 01603 894500.

And finally…

On a final note, I would to say a massive thank you for supporting Heritage. In these unsettling times, we value your custom and will continue to do all we can to provide you with the service you deserve.  

Take care and stay safe

Stuart Burrell, Heritage Managing Director

We are aware of the ever changing situation regarding Coronavirus (Covid-19) and are taking our responsibilities to respond very seriously.

Heritage are closely following the Coronavirus guidelines set out by the government.  Our office remains open with all staff working hard to help limit the spread of the virus by regular cleaning, good hand hygiene and limited physical contact.

Appointments

We will be continuing with all appointments and home visits in line with current guidelines. 

For clients who have pre-existing medical conditions or are self-isolating, we can offer skype, facetime or telephone appointments.  If you have any concerns regarding an up and coming appointment please call us on 01603 894500.

We will continue to actively monitor this situation and update our customers and staff accordingly.