Over the last 25 years the Estate Planning profession has developed significantly. Over this period there have also been significant advancements in technology.
The Society of Will Writers is a non-profit making self regulatory organisation which seeks to Protect the Public and serve the interests of those men and women who are active professionals in our field.
When storing your Will there are a number of points for consideration.
When meeting with a client to take instructions for a Will, there are some key considerations you should be making. This doesn’t matter whether you are taking instructions in person, by telephone or by other remote methods such as Skype.
Avoid intestacy If you die without making a Will, known as dying intestate, then your assets will be distributed according to the rules of intestacy. This will mean that the people you would like to receive your estate may not necessarily inherit it. Appoint executors Executors are the people you choose to carry out your...
A Will is a legal document that provides for the distribution of your estate after your death. Not having a Will means you will die intestate and your estate will pass in accordance to the set rules of intestacy.
If you aren't confident in your Will Writer or Estate Planner, walk away. It is important that you feel comfortable with the person helping with your estate plan. Especially if this is a service that you are paying for!
Legal services study launched by CMA The Competition and Markets Authority (CMA) will examine long-standing concerns about the affordability of legal services and standards of service as a new study is launched. Senior Director, Rachel Merelie said: “We would be concerned if customers are not getting a good deal, either because they do not...
There are a number of things that make a Will valid. Please look at this list for further information: The testator must be at least 18 years old. The Will must be in writing. The testator must have made the Will voluntarily without undue pressure. The testator must be of sound mind. They must...
Gifting at Christmas The History of Christmas Christmas is a festive holiday traditionally celebrated over 12 days (Christmas Tide) culminating on the twelfth night. The celebration centres around the birth of Christ which is celebrated on the 25th December. Over recent years Christmas has become a commercial phenomenon recognised by the giving and receiving...
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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