By choosing to recommend Skipton Building Society to your customers, you could play an important role in creating a brighter financial future for your customers.
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.
About The Society of Will Writers
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.
Contact Us
The Society of Will Writers
Chancery House
Whisby Way
Lincoln
LN6 3LQ
Tel: 01522 687888
Fax: 01522 694666
E-mail: [email protected]
Quick Links
Copyright by The Society of Will Writers. All rights reserved.
Registered in England and Wales. Company Number: 02918900.
