The services are there to enable you as the Will Writer to effectively assess the risk of future claims on the estate and wealth of your clients and to then take simple positive steps to reduce those risks for the benefit of both you and your clients.

Recent webinars and surveys have asked hundreds of professional will writers about what they consider presents the most risk to both them and their clients when preparing a will. The results demonstrated quite clearly that much of the concern lay around assessing familial risk and the more common capacity concerns.

Initially we wanted to understand how the Will Writer would rank potential ‘risks’ faced when taking initial instructions from a client.

We provided a list of risk factors for them to rank in order of magnitude and this is what we found.

This part of the research looks at how a professional navigates obtaining a capacity report if there is a concern there may be a later capacity issue challenge.

We asked those surveyed to rank the considerations on the basis of the biggest practical worry/problem at the top and the one of least concern at the bottom.