TERMS OF BUSINESS AND COMPANY LITERATURE
Members of the Society are welcome to use a template Terms of Business document we provide.
Many Will Writing companies, however, have their own terms and conditions in place and you
should be aware of your rights and your Will Writer’s responsibilities. Does your Will Writer have
a robust complaints procedure in place? Is your Will Writer transparent with their fees or are their
fees listed as ‘price on application’? Have they explained how your data will be handled and do
they have a data privacy policy in place? What about the information on their website?
CARRY OUT AS MUCH RESEARCH AS YOU CAN BEFORE
ENGAGING A WILL WRITER
Use the checklist outlined above to your advantage when shopping around for a Will Writer. To
check the Membership status of a Will Writer or Estate Planning Practitioner, please contact the
Society of Will Writers on 01522 687 888 or visit our Find A Member page. If you are ever unsure
about whether a Will Writer meets any of our three mandatory requirements, you should contact
us and we will be able to help. Our friendly and helpful team would be able to provide verifiable
Membership information of any Member, as well as answer any other questions you may have.
R E ME M B E R :
All SWW Members will provide up to date
advice in line with current legislation.
All SWW Members adhere to our Code of
Practice.
All SWW Members complete compulsory
annual CPD.
All SWW Members carry at least £2m of
insurance cover.
If you have doubts about an SWW member give us a call on 01522 687888.
If you would like to join the SWW then please email [email protected] for
application forms or an information pack.
the society of will writers
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