Latest news from The Estate Planner’s Toolkit

23rd September 2022The Society of Will Writers0

We’ve been busy behind the scenes producing more content and increasing the ways you can purchase the toolkit to make it even more accessible.

Our latest products have gone down a storm with existing Estate Planner’s Toolkit customers and you can check them out on our website along with our factsheets and videos.

  1. Lasting Power of Attorney video – Our 2-minute video busts the myths and simply explains the reasons why your clients should make an LPA and the risks of not doing so.
  2. ‘Trustees: What do they do and who should I choose’ – Our four-page factsheet (PDF) explains the role and responsibilities of trustees and answers your client FAQs.
  3. ‘What happens if I die without a Will?’ – Our two-page factsheet clearly shows the benefit of making a will versus dying intestate. It includes an up-to-date intestacy rules flowchart and some real-life scenarios of how this is applied and the problems it can create.
  4. ‘I’m an Executor – what do I do’ – Win more probate work. Our two-page factsheet is perfect to give to executors to explain the time, risk and complexities involved in estate administration and why they should seek your help instead.

 ‘I particularly liked the LPA video, really good and something to play to clients.’

 ‘Thank you – these are excellent! I’ve just sent them to my team and told them to get out there and use them’ 

We have three flexible options for you that you can mix and match as you please:

  1. Buy individual items – choose from our entire range of factsheets and videos
  2. Save with our great value package deals
  3. Build your toolkit up monthly with our membership option. No contract tie-in.

Visit our website for more details.

Want to know more? Visit our website and make sure you visit us at our stand at this year’s conference.


The Society of Will Writers

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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.

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