Join The Team

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. We can offer training being a part of the Will Writers Guild.

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.

As part of the training, you’ll learn about estate planning complexities and how you can help clients make sure their estate’s residue goes to who they want it to to make sure their children don’t go into care and help minimise their inheritance tax burden. You will also have the opportunity to refer clients in for protection if you identify they have a protection gap, i.e. no life insurance in place. You will also have the ability to offer your clients cost effect, market-leading funeral plans. 

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 an 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.