Cooper Bridge Warehouse, Leeds Road, Huddersfield, HD5 0RL

Telephone:

01134360350

Office Hours

Mon – Fri 9.30am – 7.00pm

richard@thoughtfulplanning.co.uk

Improvements to our ID check process

We have made some improvements to our ID Check process for new clients.

Client ID Check process

All responsible legal service providers should verify the identity of their clients. You can imagine the problems that occur when this isn’t carried out! We have to make sure that the person instructing a new Will, Trust or Power of Attorney is the person they say they are.

The lockdown has changed much about how we work. We’ve all got a lot more used to dealing with Zoom meetings etc, but ID Checking has been quite difficult. In order for us to certify our clients’ ID, we have now introduced an online ID check, which is carried out using a web page on your computer or mobile phone. This procedure is fully secure, and will also be used as an alternative to emailing sensitive documents such as Will Drafts.

You will receive a text and email from us, through our partners, Alpha Legal. You will be asked to verify your Driving Licence and Passport. The whole process is very simple, and very effective.

To discuss your Estate Planning requirements, please contact us here, or on 01134360350

#client id, #client onboarding, #id check, #new clients

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