Get equipped with the information you need to create the foundations for a successful will and estate planning business.
Be ready for 2022 with The Estate Planner’s Toolkit and take advantage of our new Pay in 3 option through PayPal.
It can be difficult to know who to do business with, which is why it’s always important to carry out some due diligence into 3rd parties.
To demonstrate how Skipton could work with your clients they have put together this illustrative case study.
It has recently come to our attention that for a period of time there was an error with the wording of certain trusts over property in an older version of the software Sure Will Writer.
There has been an increased demand for estate planning services, and naturally many Full members have been looking to take on Affiliates.
What a fantastic conference! A big thank you to everyone who stopped by The Estate Planner’s Toolkit stall.
Louise Newton, a Financial Adviser at Skipton Building Society, was delighted to attend the Society of Will Writers Conference.
Will writers are constantly exposed to cyber risks due to their work handling personal data and financial information.
The Legal Services Board (LSB) are conducting some research to better understand the legal services market which is not covered by the regulators they oversee. The Society of Will Writers has agreed to share a survey link with its members. The survey is anonymous and asks about the services will writers offer, how those services...
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.
The Society of Will Writers what3words: ///ever.embellish.hissing Tel: 01522 687888
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About The Society of Will Writers
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Chancery House
Whisby Way
Lincoln
LN6 3LQ
E-mail: [email protected]Quick Links
Registered in England and Wales. Company Number: 02918900.
