In our last article we looked at some potentially common issues you as an estate planner could face from a client. This article will hopefully provide some helpful tips on what you can do to address such situations
In today’s increasingly digital world will writers can face growing cyber risks that may threaten their business operations and client trust. Storing sensitive client data such as personal details, estate information and financial instructions can put businesses at risk of cybercrime. Additional factors such as remote working, use of third-party systems and electronic payment processes mean the need for robust cyber insurance is now more important than ever.
For the LGBTQ+ community, having an estate plan and writing a will is extremely important. To celebrate pride month, and to provide some insight into estate planning for LGBTQ+ families, we are taking a look at the places that are overlooked when making a will, and the unique challenges that this community faces when planning for their futures.
Today marks my 10-year work anniversary at The Society of Will Writers. A decade. That’s almost a third of the time the SWW has existed, and, sorry to make some of you feel old(er), it’s also just under a third of my time on this planet so far. When you put it like that, it really puts things into perspective.
The Society of Will Writers is a non-profit making self-regulatory organisation whose primary objectives are the advancement, education and ethical standards within the will writing profession.
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