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