A Non-Profit Making Self-Regulatory Organisation Whose Primary Objectives Are
The Advancement, Education and Ethical Standards Within The Will Writing Profession

Let the Society's Members take care of your clients and enhance your service

The Society of Will Writers has the largest database of qualified and indemnified Will Writers in the UK.

As a financial adviser, do you always enquire of your clients whether they have made a Will? And if not do you refer them to a firm of solicitors or simply ignore the problem?

Would you like to provide the service yourself direct to your clients?

 
If YES, the Society can offer you several alternatives:

• You can do it your self, the Society through it’s College can provide you with training and support, we can also offer you the fastest easiest and most comprehensive Will Writing software available – Sure Will Writer – in fact everything you need to run a successful business along side your practice; alternatively

• We can introduce you to members in your locality with whom you can establish a close working relationship with and refer business to each other – many members would welcome the opportunity to work with other professionals, either drafting Wills against your instructions, or visiting the clients direct at your request – the choice is yours and for additional peace of mind all Society members now have Professional Indemnity Insurance to a minimum of £1m and most now £2m; or visit http://willwriters.com/findMember.html ; alternatively

• Access the WillPack Service. WillPack has for many years specialized in providing a Will Drafting service for Financial Advisers. For more information visit our web site at www.willpack.co.uk

So why use the Society?

The Society is the largest organization of its kind in the UK and we have members throughout the UK and beyond, in fact wherever there are concentrations of UK nationals who have assets in the UK and abroad you are almost certain to find A Society member.

Taking client instructions and drafting a legally valid Last Will and Testament takes valuable time and expertise. Many financial Advisors suggest that their clients make their Will through a solicitor, often even though it has been discussed, it never happens. Other clients may choose to use their bank; this will almost certainly ensure some loss of business to you. Most Financial advisers feel that they would rather continue doing what they do best and leaving the complicated and exacting matter of drafting Wills to others. To this end the Society can and does help many hundreds of Financial Advisers each year to establish a Will Writing practice to provide their clients with the Wills that they should have as part of the overall Estate Planning Practice.

So How Do I Gain New Clients?

It is important that your clients' Executors etc. are aware of their responsibilities. To this end we are geared to ensuring that they fully understand the implications of their nomination. This is done by ensuring that you have the necessary details on the duties involved for that person, so that you can meet with them explain their office and of course assist them with any other advice they may need. We call it “prospecting without tears” every Will has executors, trustees and in the case of families with minor children guardians as well as two independent witnesses


FOR A FULL INFORMATION PACK

call 01522 68 78 88 or fax 01522 694666
or email pam@willwriters.com