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.
Today marks my 10-year work anniversary at The Society of Will Writers. A decade. That’s almost a third of the time the SWW has existed, and, sorry to make some of you feel old(er), it’s also just under a third of my time on this planet so far. When you put it like that, it really puts things into perspective.
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.
“Legal Corner” is our semi-regular feature where the Technical Team pick out a small selection of recent queries to publish. This time it’s three quick-fire questions relating to severing tenancies. All queries have been anonymised where necessary.
Being a member of the Society of Will Writers comes with a range of practical benefits that support you, your business, and your clients. Whether you’re just starting out or more established, membership is designed to help you build trust, develop professionally, and feel supported in what you do.
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.
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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