• March 29, 2024
 SWW introduces new Will drafting package

SWW introduces new Will drafting package

The SWW are proud to announce that they are launching a new Will drafting system on the 1st August.

From next Tuesday private client professionals will be able to access this new and exciting estate planning package developed and supported by WillSuite.

SWW Sales and Marketing Director Tom Stansfield described the system as “an exciting step forward for the SWW in launching a platform that gives members more power than ever to decide what features they would like.” When asked about what users could expect he replied, “We really expect for this to become the go-to platform when people think about estate planning and drafting with this system including a CRM database, appointment booking, as well as the regular features members rely on for their document drafting”.

This software package was described by two of the beta testers as a ‘sleek and sexy’ and ‘a pivotal moment for users who are looking to streamline their businesses’.

Pricing information has been released to SWW members and a 7 day free trial will be available from Tuesday. The SWW has put on 4 complimentary demonstration/training days post launch which until now have been very well received.

The SWW have decided to open this new platform up to non-members for a small additional monthly fee and all users will be able to access this intuitive new platform for a fixed and transparent monthly fee. Users will not be faced with additional costs or bolt-ons – It is very much a system where everything is included:

Full Estate Planning package:

●      Mirror Wills

●      Life Interest Trusts

●      Discretionary Trusts

●      Customisable Precedents

●      Full Control over Finished Document

●      LPAs on the system (included at no extra cost)

●      Memorandum of wishes

●      Will commentary

Technical support and help provided by the SWW technical team (we’re insured for the advice we give). We support members with the best use of the system, bespoke clauses, and how to make the most of the system. Full CRM suite – build your database (build a saleable asset) and keep your clients data safe.
We’re developing an app for you to be able to take instructions for your clients. (this will be released 4 weeks  after the initial launch) Your own individual user login allowing you to create unlimited documents for your clients. Process Tracking – set up a pipeline to keep track on your client journey and ensure deadlines are met.
Integrated invoicing system – make sure your clients know how and when to pay you. SMS Appointment Booking System – send clients notifications that their appointment has been booked in by text message or email. Wills produced in plain English

 

Your first 6 wills checked for free by the SWW technical team. Cloud based system for added accessibility across multiple browsers Training courses specific to this course with a strong technical element helping to develop your technical knowledge.
Transparent pricing – What you see is what you pay – no add ons You’re not tied into a contract – pay per month. UK based servers – with hourly backups. Very little downtime. Added security

Free trial – 7 days to get to grips with the system

 

Come Tuesday, the new website will be launched and you will be able to experience an incredibly comprehensive drafting and business solution.

Watch this space!

www.surewillwriter.com

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.

The Society of Will Writers

https://www.willwriters.com/

The Society of Will Writers (SWW) is a non-profit making self-regulatory organisation that seeks to protect the public and serve the interests of those who are active professionals in the Will Writing and Estate Planning field, as well as the upkeep of advancement, education, and ethical standards within the profession. Founded in 1994, the SWW has grown to a membership of over 1700 estate planning professionals across the UK, Europe and further afield in places such as Asia and Africa, each championing our standards and enabling the public access to high-quality Will Writing and Estate Planning services.

The main goals of the SWW are:

  • To promote to the public at large the real need and sense in having a valid will.
  • To act as a self-regulatory body by vetting practitioners through stringent membership requirements, proficiency standards and ongoing training.
The SWW is proud to be one of the frontrunning organisations where steering the profession is concerned, regularly meeting with other regulators and industry stakeholders to ensure that our members voices are heard, and needs are matched. Being a member of the SWW also grants access to exclusive benefits such as unlimited technical support when you’re in need of help, bespoke PII cover available only to SWW members, a web listing through the Find a Member section on our website, and discounts on both our and selected partner’s products and services. SWW Members also have access to regional groups, ongoing training, and an annual conference, all designed to enhance their knowledge and create excellent networking opportunities.

The designatory letters of the SWW’s membership grades:

  • SWW (Affiliate)
  • MSWW (Full)
  • ASWW (Associate)
  • FSWW (Fellow)
  • SWW (Companion)
  • SWW (Honorary)
Each membership grade denotes its holders experience and is an assurance to the public that the Will Writer or Estate Planner that they are engaging with is trained, insured and SWW code compliant. We always encourage members of the public to ask their Will Writer if they are a Member of the SWW, and any Member would be happy to present their membership ID card as proof. The public can also rely on checking any Member’s credentials by contacting SWW head office.

Meet Sam Smith – Head of Membership

Sam manages the membership team here at the SWW. He is responsible largely for Member recruitment and handling enquiries from Members. As well as liaising with Society partners and third parties, he also looks after our 20 regional chairs. Sam is always on hand at SWW events to meet and greet. In Sam’s downtime, he enjoys going to the gym, restoring his camper van, and playing golf. Sam is the point of contact between the SWW and Todays Wills & Probate. If you have any enquiries, you can contact Sam by emailing him at sam.s@willwriters.com or calling the office on 01522 687 888 and he would be more than happy to assist.