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...
Are you starting out in the industry? Looking for a new career or job opportunity? Perhaps you’re looking to expand your product portfolio? We’ve got the solution with inexpensive training and comprehensive support. The membership team at the Society of Will Writers (SWW) are seeing more and more applications, and receiving a lot of...
SWW members now number in excess of 1800 and have an incredible marketing power. They work across a number of different sectors but all work in a common market which is Estate Planning. As a not-for-profit organisation we don’t have unlimited budgets with which to spend on marketing and advertising. We benefit from 21 years...
When it comes to having your Will written, you want to know that the person you choose to draft it for you is professional, dependable and trustworthy. The Society of Will Writers are a self-regulatory organisation for Will Writers. This simply means that Will Writers and Estate Planners choose to join the Society and adhere...
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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