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We are authorised and regulated by the Society of Will Writers. With over 3000 members we adhere to a code of practice and have a stong representation in our profession.

Indemnity cover up to £2.5 million per claim. Knowing that our Wills are protected by indemnity cover up to £2.5 million gives peace of mind that your wishes are protected.

We are trusted by hundreds of independent Financial Advisers. With 25 years experience dealing with Financial Advisers, Accountants and Solicitors, we are trusted to help 1000’s of their clients for our insights and knowledge.

We enable you to enhance your offering to your clients

The Will Company was set up to serve Financial Advisers and their clients with a Will writing service allowing the adviser to take instructions from their clients in an easy and timely manner. The Will Company recognised that the time frame from instruction to drafting needs to match the usual appointment schedule with clients. Therefore guaranteeing Wills drafted within 5 working days, including Estate Protection Trusts Wills, makes this service the best it can be. Severance of Tenancy, Powers of Attorney, Advance Directives, Lifetime Trusts or prepaid Funeral Plans can take a little longer to complete, but the instructions for and drafting of can often take place during the same appointment times with clients.

Member Benefits

BASIC WILLS

Wills with no Trust creation instruction.

POWERS OF ATTORNEY

Nomination of attorneys allows clients affairs to be managed in the event of loss of mental capacity.

LIFETIME TRUSTS

Used to ringfence assets for future generations.

ESTATE PROTECTION TRUST WILLS

Wills with Trust instructions. Used at death to create Trusts that suit the next generation or assist in long term planning and protection of assets.

ADVANCE DIRECTIVES

Advance Directives or a ‘Living Will’ allows you to predetermine what treatment you wish to avoid or allow in the event of loss of capacity.

LEGAL SERVICES

Using our chosen Solicitors to complete many of the legal services linked to financial and estate planning.

You'll be able to...

• Access support documents
• Training courses, basic and bespoke offered
• Indemnity cover up to £2.5 million per claim
• Access support helpline
• Industry news updates and much more!
• CPD structured hours on courses
• STEP qualified Will drafter

What our customers think...

I had a great day training, as Steve is excellent with his explanations and descriptions and I felt I learnt an awful lot and because of his stories and flowcharts that backed up all the information, I feel I really do stand a chance of retaining all the information and taking it forward, as and when I am able.

Professional friendly team and great back up support service for me and my clients. The conferences have been excellent and a good source of CPD.

Available professional advice with “no such thing as a silly question” approach

Always willing to help and offer sound advice. Accessible either on the phone or via email.

The professional trust that provides total peace of mind in my role as instruction taker. Trust in the end product and the advice throughout the process.

Professional Will Services

Become a member.

Register now for access to the exclusive Will Company members area.

• Associate membership card
• Electronic & paper instruction forms
• Training courses, basic & bespoke
• Full financial services knowledge
• Support helpline
• Document storage & free unlimited re-write of basic Wills
• Full website access for electronic instruction forms, industry news & much more!
• Wills drafted in 3-5 working days, or an express option available
• CPD registered
• STEP qualified Will Drafter