Document Storage
Secure you storage for your most important document.
Estate planning documents are only effective if they are safe, accessible, and protected. Secure document storage ensures your Wills, LPAs, and trust documents are preserved and available when needed.
Officium Legacy provides secure document storage solutions designed to protect sensitive information and maintain confidentiality.
How our document storage works.
Documents are stored in line with UK GDPR and data protection regulations. Storage options include secure digital systems and protected physical storage where appropriate.
Access is controlled, ensuring documents are only released to authorised individuals at the appropriate time.
Why secure storage matters.
Improper storage can lead to lost documents, delays in probate, or disputes. Secure storage provides reassurance that your estate planning documents remain intact and accessible for executors and loved ones.
Don’t Leave Your Legacy to Chance
Take our free estate planning assessment to help you understand how prepared you are.
Our Estate Planning Client Journey
01
free consultation
We start with a complimentary consultation to understand your needs and objectives. This allows us to provide clear, tailored guidance from the outset.
02
Onboarding
Once our services are agreed, we’ll onboard you as a client and go through a simple fact find to gather information such as your beneficiaries, and executors.
03
Document creation
Our team will then draft your documents using our specialist software ready for you to review.
04
Review
Draft copies of your documents will be sent to you via email for you to double check the information and spelling are correct.
05
Signing & Storage
Our documents will then be printed on official paper and sent to you for signing along with signing instructions. If you have paid for storage you will be given instructions on where to send your completed documents.