How to be a will writer
By Maplebrook Wills
19th Apr '19
Becoming a will writer
What does it take to be a will writer? First of all you need knowledge – understanding of a wide range of related topics – plus the interpersonal skills to deal with clients.
But what you don’t need is a formal qualification. Contrary to popular belief, you don’t need to be a solicitor to write a will – it’s not a restricted activity.
You’ll obviously need to take some training. Institute of Professional Will Writers (IPW) is one organisation that provides courses. But if you take up a Maplebrook Wills franchise, you’ll receive training as part of your induction.
So what does a will writer actually do?
Will writers provide legal documents. And while it’s essential to understand what goes into a will and how they’re constructed, there are standard clauses that are used to construct them.
These standard clauses are provided in will-writing software, which is provided as part of a Maplebrook Wills franchise.
As part of the training, you’ll learn about the complexities of estate planning and how you can help clients minimise their inheritance tax burden.
It’s also important to learn how things can go awry. Since wills can be contentious, it’s essential to have professional indemnity insurance – that’s provided as part of a Maplebrook Wills franchise as well. It also provides reassurance to your clients if they should ask about it.
So what are the rewards of being a will writer?
Aside from the monetary rewards, you’re helping people. You’re not just handing over a legal document, you’re giving them something else: peace of mind.
Getting a will written is an administrative burden, and can be emotional process. They’ll be pleased to have it all sorted.
You’ll most likely save them money too, as a typical high street solicitor is a lot more expensive.
The other benefit is flexibility – you’re your own boss, running your own business as you see fit.
You can work from home and choose your working hours to fit around your family and other activities.
And while you may wish to offer appointments in the evenings and sometimes at weekends, that’s your decision.