Estatesearch is an award winning, market leader in legal technology, committed to pioneering technology-led solutions that enhance workflows for professionals working in Private Client. They offer a range of services which transform processes for those working in estate administration, estate management and estate planning.
The Estatesearch portal provides access to Financial Asset & Liability searches, Will Searches, Trustee Notices, Unoccupied Property Insurance, Bankruptcy Searches; all in one place for greater efficiency.
Estatesearch’s latest innovation, Will Bank Management Services, enables private client practitioners to reconnect with customers, satisfy GDPR and maximise the potential pipeline of work contained within their client database.
For more information visit website www.estatesearch.co.uk
The Estate Planner’s Toolkit is for professionals who want to save time, increase sales, and enhance their business brand. Our factsheets and videos are easy to use with clients before, during and after meetings. They make complex subjects like wills, trusts, probate, lasting power of attorney, business ownership (and more!) easy to understand and emphasise the need for action. We brand your chosen factsheets and videos with your logo and contact details to make you the expert. Our professionally designed and expertly written factsheets enhance your business brand and help you communicate quickly and confidently with clients and introducers.
Storage – it’s what we do best.
The National Will Archive supports members of The Society of Will Writers and their clients with a safe, affordable and professional legal document storage solution. We now have over 150,000 legal documents in our safe custody and with our We Store For You and Lifetime Storage services, storing your client’s documents with us has never been easier. Contact us today or come visit us at the conference for more information.
For specialist legal drafting and probate services, look no further than SWW Trust Corporation.
Whether you need us for full estate administration, a more simple grant assist, specialist legal drafting or a range of other legal services, our team of experts is here to help. We adopt a friendly and professional approach and offer the very best Executor, Trustee and Attorney services. We always offer fair, transparent prices from the outset with no hidden costs or extra fees. Visit our website to find out more about how we can help.
An unwavering partner for trust and probate dispute resolution
Meridian Private Client is a Legal 500 and Times Best Law Firms listed private client practice. Based in Warwickshire, our friendly team of 40 provides a unique mix of solicitors and tax specialists supporting high-net worth individuals and families seeking advice on estate and succession planning, tax planning and contentious probate and property matters.
You can meet our team specialising in contentious probate on Stand 3 at the Society of Will Writers conference or visit www.meridianprivateclient.co.uk to learn more about our work, our practice and our people.
The Law Superstore is excited to be sponsoring The Society of Will Writers Conference this October. As a legal lead generator, The Law Superstore provides will writers with clients in areas they want, when they want, with complete flexibility. The Law Superstore is passionate about supporting our wills professionals by delivering them with a wider customer base, extended promotion, and regular support.
Marsh Commercial is the official insurance broker partner of the Society of Will Writers and Estate Planning Practitioners. We offer an exclusive policy to members protecting your professional and business risks, as well as meeting a condition of your membership which requires professional indemnity insurance to a minimum level of £2 million. Professional indemnity insurance provides protection against claims of loss to a third party as a result of an error or omission by your business.
Please visit our stand to discuss your business insurance requirements, or for insurance advice and support.
Premier Solicitors are a leading full-service, SRA regulated law firm, with over 130 staff. Our dedicated Court of Protection team assists families in England & Wales with Deputyship applications and provides professional attorney / deputy management services. In addition, Sunil Kambli, a professional attorney, and Panel Deputy manages cases from private instruction, with referrals from Local Authorities and directly from the Court where vulnerable people have lost capacity to manage their own property & financial affairs, without having a registered LPA. We also act for international clients who need authority to manage loved one’s assets held in England & Wales.
Today’s Wills and Probate is part of Today’s Media, an independent publishing, marketing and events business dedicated to the legal sector.
Today’s Wills and Probate provides a balanced editorial approach to daily news, industry insight and best practice for our community of wills and probate practitioners. Launched in 2014 it has grown to become one of the largest publications in this space, keeping our readership in touch with what is happening their market. Subscribe to our FREE weekly newsletter which comes out every Friday via www.todayswillsandprobate.co.uk
Alongside our news and feature content we also enable suppliers to connect with our audience through our popular partnerships; with a range of marketing tools to help you introduce your products and services to our community of practitioners.
Today’s Wills and Probate also hosts The British Wills and Probate Awards, open to regulated and unregulated organisations. Now in their 7th year the awards celebrates excellence within the wills & probate industry.
Legal Growth is the leading marketing agency for the estate planning sector. With industry insight, we offer adaptable and cost-effective marketing solutions tailored to help you maximise your legal business or department’s potential. Our knowledgeable and friendly team can assist you in unlocking unparalleled growth with our expertise in optimising marketing strategies, enhancing client engagement, and boosting brand visibility. Contact us to see how we can take your business to the next level.
Capacity Vault helps potentially vulnerable clients protect the wishes in their wills and LPAs. Capacity Vault gets a digital snapshot of a client’s mental capacity from any smartphone. Just one call to our service gathers the evidence a court needs in order to determine a client’s capacity. Your clients can purchase one-off access or you can subscribe for 24/7/365 access for your clients. Use Capacity Vault to reduce risk, increase profit and give better peace of mind for clients
ZEDRA’s Probate and Estate Administration Team is based throughout the UK to support bereaved families and their advisers wherever they are, and whenever they need us. We bring an unrivalled end to end service provision coupled with a unique wealth of Estate Administration knowledge and experience guaranteeing your affairs are in the best possible hands.
We don’t just work with partners, we value them, as we want our partners to work with us collaboratively to help us to become the ‘Most Respected Probate and Estate Administration Provider in the UK’.
PLG are probate property experts with over 60 years’ experience in the sector. In fact, before our founders identified the need to provide this specialist support to executors, it did not exist.
We are innovators who have introduced a more cost effective way to value than a RICs for IHT matters, and our property sales method has been put together with the sole purpose of achieving the highest price in a timescale that meets the individual needs of the estate.
This is why solicitors and legal professionals choose to work with us as their trusted partner to assist with the property aspect of the estate administration process.
W&P Professional Services are set to deliver the first compliance and support service designed solely for Estate Planners in England and Wales.
An exciting new initiative offering estate planners the tools to develop their business, strengthen practice and refine knowledge on compliance will become available in early 2025. W&P Professional Services will be offering 4 tiers of support; Optimise, Advance, Advantage and Enterprise. Each service level consists of comprehensive professional support and activities carefully crafted to promote best practice, from quarterly knowledge shares and CPD to complaints advice and process and procedure templates. With all eyes on the unregulated side of estate planning, it’s important now more than ever to ensure your practice is nothing less than your very best.
WillSuite offers cloud-based software that simplifies the process of drafting Wills, LPAs, and other documents for Will drafters, Financial advisers, Solicitors, and Estate planners. With innovation at its core, WillSuite aids efficiency, minimising errors, and improving client service and has allowed practitioners to generate over 600,000 Wills and 1 million documents since inception in 2015. Partnered with The Society of Will Writers and the Institute of Professional Willwriters, WillSuite includes document automation tools delivering up to date content and clauses written in plain English, seamless integrations, and improved client communication via custom workflows and automated branded channels. Learn more at Will Writing Software for Solicitors and Will Writers – WillSuite
Estate Planning Practitioners Limited (EPPL) is honoured to participate in the 2024 SWW Conference. Over the years, EPPL has cultivated a strong relationship with SWW and has emerged as a leader in promoting estate and succession planning literacy across Asia. EPPL provides a comprehensive platform for training estate planning practitioners, enhancing professionalism through a wide range of educational offerings, including seminars, conferences, and networking opportunities.
EPPL collaborates with country representatives to advance the Associate Estate Planning Practitioner (AEPP®) designation, establishing a solid brand presence in Singapore, Malaysia, Indonesia, China, and Hong Kong, nearing 8,000 AEPP® designees. In 2022, EPPL expanded its reach by establishing EPPL Hong Kong to further our mission of elevating estate planning professionalism in North Asia.
Meridian Private Client Solicitors Limited is a Legal 500 listed private client practice. Based in Warwickshire, our friendly team of 44 is a unique mix of solicitors and tax specialists. On the non contentious side, we support high-net worth individuals, families, and business owners seeking advice on estate and succession planning, domestic and international tax planning. On the contentious side, we have a specialist contentious probate team, dealing with all issues and disputes arising out of people’s estates, and property litigation team, dealing with the full range of residential and commercial property disputes.
Learn more about the people behind our practice and our multi-discipline services by visiting: www.meridianprivateclient.co.uk. You can also talk to our contentious probate team on Stand 3 at the Society of Will Writers conference.
Meridian Private Client Solicitors Limited is a Legal 500 listed private client practice. Based in Warwickshire, our friendly team of 44 is a unique mix of solicitors and tax specialists. On the non contentious side, we support high-net worth individuals, families, and business owners seeking advice on estate and succession planning, domestic and international tax planning. On the contentious side, we have a specialist contentious probate team, dealing with all issues and disputes arising out of people’s estates, and property litigation team, dealing with the full range of residential and commercial property disputes.
Learn more about the people behind our practice and our multi-discipline services by visiting: www.meridianprivateclient.co.uk. You can also talk to our contentious probate team on Stand 3 at the Society of Will Writers conference.