We like professionals to know what it means to be a member of the Society of Will Writers (SWW).
Whilst we are not undermining the hard work that goes into regulating our members, and trust me, this is an incredibly important part of what we do for both the professional and for the protection of the consumer, we do so much more than regulate them.
Our representative function is incredibly important to us. We really enjoy being able to assist practitioners with support services so here is a snapshot of what we do for members.
Sure Will Writer – Professional Will Suite
The SWW work with our developers to provide our own software to professional will writers and solicitors. The software is supported by the SWW and developed in accordance with the changing needs of its members. Professionals not yet using Sure Will Writer can sign up to a free no obligation 7 day trial where you get full access to the system. Not only does it produce all the documents you’ll possibly need but it also had an interaction function to record client contact, as well as built in invoicing and appointment booking system. The SWW’s technical team provide full support and advice on using Sure Will Writer.
Logo/Web Design
Through the SWW we can provide you with logo design, bespoke marketing material, compliment slips, custom email signatures, letter headed paper design, posters, roller banners and business cards. We do this at very competitive prices. Just give us an email with any questions.
Technical Advice
A benefit of full membership, any number of questions can be emailed to our technical team in relation to all aspects of Will drafting and succession law. Our team will provide a full response within 48 hours. There is no limit to the number of questions you can submit. This is included within your membership fee. Some advice may require further clarification. We won’t offer advice on lifetime trusts. Some advice is chargeable (and you’ll be notified beforehand).
Training/ CPD
The SWW’s training arm, The College of Will Writing provides training to ANY professional, from bespoke courses for big corporate organisations, to those that are new to the profession and all manner of courses in between. We’ve recently launched our new Business Growth Boot Camp and have lined up some GDPR seminars and dates will be released soon.
Newsletter
The SWW produce a weekly newsletter for our members keeping them up to date with interesting articles, industry news and relevant content.
Marketing Support/ Material
As part of their membership the SWW are pleased to support members with marketing support. We provide examples of successful campaigns we’ve seen, give food for thought when it comes to new marketing methods and can help members produce an effective marketing strategy. On top of this we can help with rebranding, website development and marketing collateral.
Template Documentation
As part of your daily practices you will be required to provide terms and conditions to clients and to adhere to the Data Protection Act (soon to be the General Data Protection Regulation). You will need to have the correct information and procedures in place and the SWW can help.
Product/ Service Introduction
We have carefully selected partners who, through the SWW can provide you with services that you’ll need or that your clients may want:
Jelf Insurance (Professional Indemnity Insurance)
A requirement of membership, Jelf provide comprehensive professional indemnity insurance for members. Members meeting the necessary requirements can also apply for free run off cover. This cover exceeds the SWW’s required amount and has been negotiated specifically for the SWW.
SWW Trust Corporation (Professional Executorship and Specialist Services)
The SWW Trust Corporation were set up to support estate planning professionals providing professional executorship, trusteeship and attorneyship at incredibly competitive rates. There is no risk of cross selling and their professional team are all well qualified.
Document Storage (The National Will Archive)
The National Will Archive is a storage facility for all manner of legal documents. They work with a host of Will Writers and Solicitors and take in will banks for defunct companies. Their professional team securely store your client’s details. All wills registered with the National Will Archive are registered with Certainty The National Will Register.
Secure online document storage (Safe4 Information Management)
Safe4 are the SWW’s recommended company for secure information management. In conjunction with the SWW and the SWW Trust Corporation’s estate case managers Safe 4 have produced the Digital Inheritance Vault. Designed to help the consumer securely store information about all of their assets, the view is that this will help save time when it comes to probate whilst providing additional income for the estate planning practitioner. The process is fully audited and Safe4 have system controls in place to manage permissions to the vault.
Half of these benefits are provided by selected partners, the other half are directly provided by the SWW. Our representative function, distinguishable from our regulatory function allows us to help and support members to grow their business.
If you would like to talk to us about the process of signing up or would like to discuss one or more of these benefits in greater detail feel free to email any of our team:
Thomas Stansfield – Sales and Marketing Director – Thomas.s@willwriters.com
Anthony Belcher – Marketing Executive/Graphic Designer – Anthony@willwriters.com
Sam Smith – Membership Administrator – sam.s@willwriters.com
Diane Mandeville – College Administrator – diane@willwriters.com
Sharon Norris – Membership Administrator – sharon@willwriters.com
General Enquiries – info@willwriters.com
This was written by Thomas Stansfield – Marketing Director, the Society of Will Writers
This article was submitted to be published by The Society of Will Writers as part of their advertising agreement with Today’s Wills & Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.
