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.
The instruction taking process for Wills and Lasting Powers of Attorney can be a timely and sensitive process for clients. For this reason, it is important to have a good and trusting relationship with your clients where they feel comfortable that their wishes are being listened to and implemented in their estate planning documents, where possible.
Recent reports have highlighted a significant increase in probate delays across England and Wales, with some estates taking far longer than expected to administer.
Professional advisers are playing a crucial role in clients’ decisions to include charitable gifts in their Wills, according to new consumer research from Remember A Charity.
Property ownership in England & Wales is more nuanced than simply whose name is on the deeds. To really understand property ownership, we need to break down the differences between legal ownership and beneficial ownership.
A letter of wishes is a document that provides guidance to your trustees and sits alongside your Will. A letter of wishes is not a legally binding document and therefore there is no legal requirement on the trustees to follow the wishes that are set out.
Lets look at the five most common mistakes people make when it comes to making a will so you can start your planning already knowing how to avoid them.
It is of vital importance to us at The Society of Will Writers (SWW) that our standards remain the highest in the estate planning profession. Central to this commitment is our annual audit process.
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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