Mentoring Programme

Whatever stage you are in your estate planning business, wouldn't it be great to have someone to help and guide you?

The Society of Will Writers Professional Standards Board is excited to announce a new initiative that will provide our members with a mentor. A mentor who can provide you with advice based on their knowledge, inspire you to be the best you can be, support you in growing your business and guide you for the crucial first months of being out there on your own, or for the period in which you need it most.

Would you like a mentor?

New members sometimes tell us that whilst they receive technical training, they feel they need help with the practicalities of launching and running their business in the early days. Similarly, some of our longer-term members tell us they would like to grow or they have a specific challenge they would like help with.

Whilst SWW Regional Meetings offer support on a group basis, some of our members feel they would like individual help for a short while. So, whether you’re new to the profession or have been in Estate Planning for a while, as a Full SWW member (MSWW^) you are eligible to apply for the SWW Mentorship Programme.* We aim to match you with a mentor who has relevant experience or knowledge, so telling us a bit about you will help us to make sure you have the right person alongside you.

It is our firm belief that by offering a mentorship programme, we can all raise standards in our profession together.

Mentoring can help with:
  • Intros to key people
  • Priorities in the first few months
  • Processes / Forms you may need
  • Goal Setting and Planning
  • Taking care of yourself
  • Business essentials (legal, GDPR, insurance etc)
  • Marketing / Social Media ideas

And more!

However, it isn’t for technical advice or training, other SWW services and benefits help with that separately.

When is it starting?

April 2023

  • Applications open for new mentors

May 2023

  • Mentor training
  • Applications open for mentees – places are limited in phase one

June 2023

  • Mentors and mentees are matched up
  • First mentoring meetings commence

Additional mentors will be trained later in the year so there will be more opportunities to get involved.

How does it work?

Mentees will be matched with a trained mentor and will get up to 12 months of assistance from them. Regular monthly meetings and check-ins will help identify actions, set goals and make plans to help keep you on track!

To apply for the mentorship programme, please download the relevant application form from the bottom of this page and return it to [email protected].

Becoming a mentor

Am I eligible to be a mentor?

We’re looking for SWW members who are:

  • Experienced
  • 3+ years as a full SWW Member
  • Want to help others
  • Willing to give up a little of your time
Mentoring Commitment

Becoming a mentor is a serious uptaking, and will require your full cooperation and support with the programme. Mentors will need to commit to the following:

  • Two sessions of training (total 4.5 hours)
  • A 12-month commitment to your mentee – an hour meeting each month
  • Attendance at our regular mentor Best Practice Meetings – an hour every other month
  • For our first phase, this will be from June 2023 to May 2024

In return, being a mentor rewards you by strengthening your leadership skills and providing you with new skills, as well as counting towards your SWW CPD and giving you enormous satisfaction.

Applications to become a mentor are currently open. Please apply by the 5th of May 2023 using the form below.

Training for Mentors

What training do I get?

We provide two initial virtual training sessions:

  • Session 1 (Foundation) is 3 hours and covers expectations, looks at some of your own skills, and has practical training exercises to make the most of your mentoring.
  • Session 2 (Ways of Working) is 90 minutes and covers the structure, forms and processes we use.
  • Additional skills training is included in the mentor forums we will run every other month.
Training Dates

Session 1:

  • Thursday 18th May 09:30 – 13:30 or;
  • Tuesday 23rd May 13:00 – 15:00

Session 2:

  • Wednesday 31st May 14:00 – 15:30 or;
  • Monday 5th June 09:30 – 11:00

For more information about the Mentoring Programme, you can contact us directly at our dedicated inbox – [email protected].

About The Society of Will Writers

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.

Contact Us

The Society of Will Writers
Chancery House
Whisby Way

what3words: ///ever.embellish.hissing

Tel: 01522 687888
E-mail: [email protected]

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Copyright by The Society of Will Writers. All rights reserved.
Registered in England and Wales. Company Number: 02918900.



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