A guide to getting help and technical advice This is a subject that has been written about in past newsletters and articles, the last one being 11 January 2019, but it is a topic that needs to be addressed regularly, in a climate of more complex families and their estates estate planning is essential. Let’s…

Communication What a year 2019 has turned out to be so far. The team in Lincoln has pulled out all the stops to ensure that the Society, your Society, listens and acts on your comments and suggestions. As soon as we returned to work in January, the team had a day brainstorming what we needed…

Dear Colleagues, There must be few members that, by now, are not aware this is our 25th anniversary, so this year we want to make our annual conference in October extra special. As part of our celebrations we want to encourage more members to attend than ever before, so to this end we have revised…

The phrase Customer Centricity is used often today as if it’s something new and mystical, and it’s often used by people without really knowing what it means. I’ve been working all my life, and I am now 68, I left school at the age of 15 and started work in Sainsbury’s, not the modern supermarkets…

Choose your Will Writer wisely If a Will Writer is a member of the Society of Will Writers and Estate Planning Practitioners, we expect that they abide by our three compulsory requirements of Membership.  These include ongoing training and development, code of practice compliance, and a comprehensive insurance policy to cover their estate planning activities. …

For the team here at head office not a day goes by where somebody doesn’t call us to find a member whose services they can use, or to check if someone they’re considering using is a member. Whether they’re looking for Wills, LPAs, someone to look over some existing documents or even just provide them…

The Society of Will Writers and Estate Planning Practitioners is excited to announce the 23rd annual running of the SWW Conference. 2019 marks a momentous year for the Society as we celebrate 25 years in business; a theme we’ll be carrying through the year, including the conference where we will showcase the very best of…

Every so often the topic of Corporate Membership comes to the fore. It is something that the Society experimented with in its early days, to disastrous effect, but has been looked at several times over the years. How and what formula would, or could you apply to any company to make it fair on everyone?…