Most consumers think all will writers are solicitors

Some 67% of consumers wrongly believe that all will writers are solicitors, research has shown.
A survey of more than 1,000 people revealed that 82% assumed that training and qualifications are required before someone can become a will writer.
More than 830 respondents mistakenly thought that the statement ‘anyone can currently set themselves up as a will writer, as qualifications are not needed’, was false, while 680 wrongly thought that all will writers were solicitors.
Nearly half of those interviewed said they were ‘confused’ by the will-writing process, and 21% said they would rather write a will themselves, despite the complications that could crop up.
The survey was commissioned by the Fellowship of Professional Willwriters and Probate Practitioners.
The Law Society conducted research last year which showed that vulnerable people are being left without adequate provision as a result of ‘nightmare’ wills prepared by unregulated will writers.
Lord Hunt of Wirral expressed concerns about the unregulated ‘fringe legal market’ in will writing in his review of legal services last October. He called for will writing to become a regulated activity.


Comments
Will writers
so presumably it would be a good idea to start a national campaign to alert people to this fact?
is the law society going to earn the fee and step up to the plate? Or, as usual, is it going to be left to the individual firms....?
I agree that Regulation has
I agree that Regulation has to be the way forward.
I have recently seen a client whose father had had a Will prepared by a Will Writing firm and had paid an additional 'lifetime fee' which he had been told would cover probate services on his death (approx £750) and would charge fees over and above this including percentage charges for value element.
The public at present only seem to learn about the problems with will writers once there is a problem which is not at all satisfactory
I don't care. I just want a
I don't care. I just want a TC.
a TC?
True, you need testamentary capacity......sorry for your misfortune.
That is a good point though. Such unqualifieds will have no real legal training to know what they should look for, nor accountability when things go wrong, and they will - these fly by night, take your money and close up shop outfits.
Come on Law Society, regulate will making!
ho ho ho very funny.
ho ho ho very funny.
Law Society action required
I fully agree with two of the contributors above. Unregulated will writers pose a significant risk to the general public and the lack of public awareness of this issue makes it harder for us as heavily regulated and highly insured solicitors to compete with them. My firm already pays a small fortune in practicing certificates -- surveys are all well and good but what is the Law Society actually going to DO about it.
the Beginning of the End
Do something Mr President (Law Soc.), there'll be nothing left of the legal profession, do something that you're actually paid to do... ACT NOW, represent the trade from early demise!
the Beginning of the End
Do something Mr President (Law Soc.), there'll be nothing left of the legal profession, do something that you're actually paid to do... ACT NOW, represent the trade from early demise!
There is no need to regulate
There is no need to regulate will-writng.
There is a market for the product whether done by a solicitor or not. The client who buys purely on price is likely to get a poor product (the Editor of the Gazette can surely testify as to that with regard to conveyancing). However that is no reason to regulate it, which seems to be the "default mode" for things disliked by a threatened profession.
The correct response is to emphasise the quality of the solicitor produced will, especially the insurance cover
If you have a'will writer will' - have a solicitor check it NOW!
We just don't like untrained people trying to copy us and doing it so badly as we all then have to be unregulated.
Will writers are tainted as:
1. NOT legally trained to the same standards that a solicitor firm can bring to the Will
2. as misrepresenting their legal training to clients
3. often much much much more expensive that solicitors
4. having no disciplinary body when things will go wrong
5. without accountability when they do bad wills
6. simply run for profit rather than service as dot comes can just form another dot.com but lawyers are in it long term and reputation counts
7. supermarket stand holders scraping the barrel
Tainted or factual ?
I make no final decision, but what I would say to all will writers - your children must be so proud!
Are "Will writers" the devil incarnate?
Sir
I understand your remarks and your hatred of Will writers. However I am one!
I am studying towards the STEP qualification,(sorry Law Society) and my children are proud of me!
If you ever got to know the will writing community you could be confronted with the realisation that your views are skewed.
If we are much much more expensive than solicitors, how come clients come to us based on cost?
Our accountability is not to the Law Society but our professional indemnity insurance would potentially be at risk if we ever had a problem.
As it happens I do this work not just for my small profit, but because I believe there are too many people out there that do not have Wills. Have you noticed that? There must be a problem on the supply side of the equation.
Anyway, just had to make a few points.
Lots of Love XXXX
Inverse free-market economics ...
Supply is there ... it's the demand that is lacking!
Close ... but no velum cigar!
Will Writing Qualifications
I am all for training and ongoing CPD being required to write Wills etc.
Many solicitors are genuine experts - but some have training 30 years out of date and virtually no ongoing training or CPD in this fast moving area.
Better a trained and training Will Writer than a solicitor who thinks Will writing is easy!!!
Specialist CPD (say 20 hours a year minimum) should be a requirement for ANYONE to write a Will, let alone LPAs.
Fast moving???
... ow where's my original parchment of the Wills Act 1837?
Willwriters
I asked the Legal Services Board why willwriters are unregulated-but I have not got a response.
The other comments highlight the problem of accreditation and training. Those who are also involved in legal aid will know all about supervision requirements, accreditation and training. Unfortunately those who are not are only aware of some requirement to undertake a certain amount of CPD every so often. The vagueness of the CPD requirements and the inability of The Law Society or SRA to properly regulate adherence to these requirements must cause concern to other Solicitors-and to Professional Indemnity Insurers.
I have suggested a licensing system whereby a Solicitor, through being properly supervised, through training and through examination and accreditation, would be able to be licensed to levels of expertise and competence. The licensing system would assure competency and ability to "consumers" and to insurers. Those Solicitors who lacked competence would be identified and focus could be given to specific training and external control via the SRA and TLS. Ultimately those who failed to reach certain standards could be struck off.
The top level would be equivalent to the current QC badge and the bottom level would be reserved for 1-3 years newly qualified Solicitors. The remaining grades would relate to the rest of the profession with trainee solicitors being outside the scope. It may even mean that other professions (eg ILEX) could be supervised and graded through the system, where supervision and control is offered by a suitably qualified Solicitor
Such a system would assist Solicitor Advocates (given their battle with barristers and the Bench) to establish their level of incompetence and provide a path along which progression could be made.
But such a system, for the first time, would have the benefit of being applicable to all Solicitors whether they undertook legal aid work or not and would thus end the discriminatory practices which legal aid solicitors have suffered at the hands of the Legal Services Commission and The Law Society and the SRA.
Back in the real world TLS has to ensure that regulatory requirements for all our competitors have exactly the same minimum standards as us. Marketing our superior abilities to the consumer is really a matter for each firm or maybe the local law society.
Having a licensing system would make marketing strategies more meaningful to consumers as TLS/SRA can inform consumers of what the licensing system means for them.
Will Writers - Why Wait For The Law Society?
Do you have to wait for the Law Society
to market Wills?
Flint Bishop are marketing to millions
via charities.
The market is people that
want to get their lives in order (i.e.
when major life decisions are happening)
(of which many take place at your firm i.e. conveyancing)
The message is "Get Your Will To Look After Your Children"
or "Get Your Will To Look After Your Property" etc etc
The media is probably education/info based i.e. highlighting the unique
skills/insurance/ability of solicitors as well as explaining the
hole process through a comprehensive Will guide.
If you wait for someone else like the Law Society you'll be
missing out. The Law Society have a role to play but
marketing is up to each firm and each invidual within
the firm.
It's a question of who does the indivual prospect think
of when they are ready to get their Will sorted. You can
do a lot to make sure it is you. And the Law Society do
not care if it is you. Just that it is a solicitor.
Will Writers - The truth
Never let the truth stand in the way of an alarming headline.
Just because Will Writers don't need to be trained or insured, that doesn't mean they are not. As part of the profession I am surrounded by many, many colleagues who are fully insured and have strict CPD commitments every year which they meet. Are you really suggesting that solicitors will always produce a better written Will than a Will Writer? Our PII fees may suggest otherwise.
I have come across Wills written by Solicitors which are of a very poor quality, and Wills written by Will Writers of high quality. And vice versa.
There are some major players in Will Writing who are causing problems for the majority of ethical, hard working, fully trained Will Writers. Some kind of licence scheme may become inevitable, but to suggest regulation by solicitors is wide of the mark.
Finally, I note the comment about Will Writers being driven by profit rather than service. That comment made me smile the most.
Are you really suggesting that solicitors will always produce...
Are you really suggesting that solicitors will always produce a better written Will than a Will Writer?
YES. Always.
Will Writers - The Truth
I agree with my collegue being in the Will Writing industry also. We have full insurance (PII) we also follow a code of conduct and we also specialise in Wills. When you go out and find a service for anything in life you hire someone who SPECIALISES in that particular field. Solicitors in general do not specialise in Wills. They do it as a sideline mostly and then most of the time they add themselves as executor and then charge a huge fee for probate to carried out.
My view to ALL clients who have had a will written by a Solicitor to CHECK it and if the solicitor has made themselves executor then have it changed and name people you know and trust to do it. Remember when probate is needed you DO NOT have to use a solicitor. You can use anbody who know what they are doing. Most of the time suitable family members or friends can get help doing the probate for far far less fees than a solicitor would charge.
The Solicitors argument makes me sick. Solicitors (some not all) have far worse a record for messing up wills that will writers. I agree the market needs regulating as there are some fly by night companies out there that taint the rest. But there are a lot of very very professional Will Writers out there that are more than capable of consulting and drawing up a fully legal will with a lot of complex clauses.
To those solicitors that are specialists in Wills this is not aimed at you personally. I am just saying that we as will writers are just as competant as you guys.
we never advise our clients
we never advise our clients to name will writers as executors. Plus Solicitors dont know everything so please dont try and use your fancy sounding title as making your profession "the best thing since sliced bread" do you know how many wills we have had to correct and also save clients a lot of trouble and heartache in the future.
One thing i know is that solicitors are not the best at everything and please dont sit there and type a load of garbage and disrespect will writers who also work very hard and also learn everything needed. If we have anything we cant do legally for whatever reason then we would pass it onto a specialist to do that part.
I find your post both arrogant and also misleading the public by trying to dismiss will writers out of hand. I have no doubt you may have had to correct some will but please dont tar us ALL with the same brush, There are good and bad will writers and solicitors out there.
Specialist or generalist?
I happen to be a blood donor. Who do I want to take that blood from me - a fully qualfied GP, or a specialist nurse? Give me the nurse, every time. They will not have the general level of medical knowledge and training that a GP has, but by focusing on a particular activity the nurses can deliver a much better service than virtually any GP.
The analogy translates very well to Will writing. Okay, bring in appropriate regulation/licensing to keep out the rogues and the incompetants - but let that also serve to keep out those arrogant solicitors who do not bother to keep up their training in this important area of law.
will writing
To all will writers out there,
undoubtedly there are lots of competent professional will writers hard at work looking after clients and giving good service.
I think part of our concern is that we are overly heavily regulated. I looked at setting up on my own as a will writer a year or so ago - total price for indemnity insurance as a limited company £300.
Approached law society approved insurers at the same time for cover for same kind of work - couldn't get cover as a limited company and as a sole practitioner the premium was a minimum of about £2,000.!
we're all just grumpy that we're regulated out of competitiveness...
also FYI I have come across at least one will writer who had themselves appointed as executor (as they do quite often from what I hear). Fee for administering an estate worth about £100k was £15,000! I would have charged about £2,000 for the same job.....
regulation will help the good will writers and drive out the cowboys....
No to home-made Wills!
As a FILEX (and a better Will writer than some of my partner-level solicitor colleagues) I just want people to realise that writing their Will themself is the most dangerous thing, second only to choosing a professional Will service on cost alone.
Wills by trained Professionals
Perhaps we should recognise the efforts STEP have made to train all members - Solicitors and para-legals to know enough about this subject to become and remain competent. Perhaps this should be the benchmark by which it is decided whether a person is competent to draft a Will for someone else. It should at least be a legal requirement that the person drafting the Will (or other associated document) carries adequate PI and keeps up with annual CPD (currently 35 hours with STEP).
Over the past twenty years I have seen disasters caused by Solicitors and Will-writers who do not know what they are doing. the public should be protected from all incompetent practitioners!
Wills
The aim of any client who instructs a solicitor to draft a Will is to benefit from that solicitor's ability to draft the Will in accordance with his wishes and also to apply his knowledge and experience to the client's circumstances and possibly come up with suggestions on how best to adrress any given situation, whether it be in terms of tax mitigation or practicality. The number of factors which an experienced solicitor takes into account when drafting a Will goes way beyond an awareness of the current law and includes know how which only years of expereince can pass on. No Will Writer can acquire the breadth of expertise or put in the thousands of hours over a long career that an experienced solicitor invariably offers and needs in order to service his or her clients requirements - and that is why clients continue to instruct solicitors, to appoint them as their executors and to shun the services of Will writers and other opportunists.
The Law Society has consistently failed to identify and underline the benefits of consulting an experienced solicitor and has allowed others to take the initiative when it comes to forming public opinion and perception. Who is old enough to remember Will Power? Whose bright idea was it to launch Will Aid and allow the consumer to think that the donation was equal to the appropriate fee? Whose fault is it that public awareness is so limited in this area? What is the Law Society doing to promote our cause and preserve our ability to make a living? Very little , I venture to suggest.
Will drafting errors: who makes them
Looking through my records i came across these wills. Who drafted these wills originally: a will writer or solicitor? You decide:
1. The will was drafted in 2003. The testators family had assets of greater than the then IHT NRB. The testator also had children aged 7 and 3. The drafted will included an IHT NRB trust - for which the testator paid a handsome fee, but omitted the guardian appointment clause.
2. The testator had been married 2 years before making his will. He had no children. His assets comprised his house £130,000 only - in his name only. His will gave 2/3rds of his estate to his wife, and 1/3rd to his sister. No additional provision had been made for his wife - who would have had to contest the will, or be made homeless.
3. A man aged 80+ has a will drafted in 2009. The will contained references to his daughter as 'him', incorrect cross references in a number of clauses, included a clause that had a high potential for creating a partially intestate estate, and gave the man's property outright to his daughter with gifts imposed (Rule in Hancock v Watson) - rather than giving the property to his trustees and creating a life interest for his daughter.
4. In this case the testator's residue clause omitted the testator's husband as the prime beneficiary. It should have given everything to the surviving husband first, but if that failed then to the couple's children.
5. A married couple with a house, an outstanding mortgage, and minor children. The couple's mirror wills both included a full discretionary trust (D.T.). They only wanted the estate to go to each other, and if that failed then to their children etc. They did not understand the trust - but they paid for its inclusion.
6. In case 6 the testator was dying of cancer, living in a rented property, and had assets of around £18,000 to live off for the remainder of her life. Her will contained a number of legacies giving away £5,000+ and her car. It also contained an IHT NRB trust with references to the testator's spouse (She had never been married, and with her health deteriorating by the day was never going to have one), powers for foreign trustess (she only knew around 6 people, and they were all local to her home town in England). She paid the will drafter in excess of £700 for this will.
So, how many of these wills were drafted by will writers? If you are a solicitor you will probably be thinking 6, or [for the benefit of doubt] maybe 5. If you are a professional will writer (as opposed to a salesman selling wills as a door opener to probate services etc) you will probably be thinking 1 or maybe even none. The correct answer is 1. The other 5 were drafted by solicitors; two of them were from solicitors who boast STEP membership (though whether those with such qualifications actually drafted the wills is unknown. Only will no.4 was drafted by a will writer.
It makes you think doesn't it.
i totally agree with you rod.
i totally agree with you rod. But as i said in previous posts to mr Arrogant solicitor above. There are good and bad in all trades. Another thing i point out is that solicitors tend to press on the thousands of hours of work when hardly any of a solicitors work is Will related its either civil cases or divorce etc etc. Plus according to http://www.lincoln.ac.uk/law/_courses/undergraduate/law/full_details.asp there is no training on actual Will Writing only a section of the laws of intestacy which anyone can research and see what happens if they dont have a will. The Law degree does not train them on Writing Wills.
So how they can turn around and say they know more than we do is beyond me. If i dont have the authority to anything within the field (ie) Tax advice etc then we work with other specialists called financial advisors who can help
Law degrees
So many misconceptions ... so little time!
Law degrees do not teach any practical aspect of the law or document drafting. The purpose of a law degree is to give a foundation knowledge of the principles of law and jurisprudence. I chose to read both Succession Law and Revenue Law in my final year at the University of Sheffield as I had chosen to specialise in this area as an undergraduate.
The Legal Practice Course (the successor to the Law Society Finals) however does teach Will drafting - that was my introduction. But that was only the beginning.
I have specialised in Wills since I qualified. Whoever above said that solicitors do not specialise in Wills was wrong. Most of my work centres around Will drafting, implementation, interpretation, challenging and ... sadly ... correction.
However this debate will not succeed when oranges are compared to lemons. I have seen poorly drafted Wills by both solicitors (those who profess no specialism in private client law, usually former general practitioners who are niaive enough to think that anybody can draft even a simple Will - does such a thing exist?) and by a good many Will writers who include extraneous clauses for the seek of inclusion and completeness.
Will drafting is not about knowing how to stitch precedent clauses together. It is about understanding why you have drafted it this way:
- what is an accumulation of income and why does it need to be included?
- why is a cross-life interest Will recommended when discussing the Charging for Residential Accommodation Guide?
- what is the relationship between an ultimate default trust clause and partial intestacies?
- will this document stand the scrutiny under the heads of Banks v Goodfellow?
- what is the difference between a power and a duty?
- will this prevent the entire estate being eroded by IPFDA fees?
- does the testator wish to favour Mr Allhusen or Mr Whittell? etc etc etc
Because I have only ever specialised in this area of the law I can usually find scope for improvement (if not necessarily fault) in many Wills drawn by whomsoever.
And nobody should be recommending a "professional" executor - be that a solicitor or Will writer. However, a client should be given the advice to enable them to choose. I have not seen a Will-writer's Will that did not include an appointment of his firm or the "related" firm - that may not be true of all, but is of my experience. Will-writers should not take this as a personal attack; banks are just as bad.
BUT ... Will writing must be regulated - whoever is chosen to do so. And if each "side"self-regulates then the protections for the consumer must be identical. A deceased testator cannot give evidence why the form of Will appears aberational, so certain basic safeguards should be mandatory.
I have no problem with Will writers, although I would prefer their activities to be regulated - not necessarily by the Law Society. In the same way I like the PostOffice/WHSmith Will writing packs. All have proven to be a good source of business!
A word of advice to the consumer ... at the very least ensure your Will drafter is STEP qualified and insured ... then you shouldn't go far wrong.
STEP is not an automatic Will drafting kite mark
You make some good points. However, STEP does not in any way mean you can draft Wills.
Will witers doe not have the breadth of legal training, and when wills can cover SO many areas of law, it is dangerous to use anyone other than a solicitor, who at least does practice in the Wills and Probate Department of their Firm.
The advantages of a professional executor are clear as they weer when I received trainign on the LPC. Neutrality being a major one.
And don't get me started on how NOT pratical the LPC was and still is. That course does not have enough practitioners coming in to say how things are actually done in practice!
will writers
The point has been well made - trust only solicitors.
The point has not been made
The point has not been made only trust those that can do the job properly. Whether its a professional Will Writer with proper training and insurance or a solicitor with proper training and insurance.
Remember not ALL Solicitors or Will Writers are bad there are some very competant Will Writers out there. Just look at the Society of Will Writers @ www.willwriters.com or the Institute of Professional Will Writers @ www.ipw.com for just 2 organisations that all members must be insured and follow strict guidelines.
Please dont be forced into thinking that only Solicitors are competant because that simply in not the case.
Will writers
Will writing is not a reserved legal activity within the statutory framework.
The Law Society (and therefore SRA) cannot regulate non solicitor will writing firms and cannot simply choose to do so.
There are good will writers and bad will writers, just as there are good solicitors and bad solicitors.
The question is - should there be enforceable minimum standards of competence and honesty , together with compulsory protection for the public when things go wrong? In my view the answer to that question is a resounding 'yes'.
Will Writers -v- Lawyers
Hmmm, I would find more of these arguments easier to follow and more compelling if they were spelled correctly, using the appropriate syntax and sentence structure. Makes me wonder why I wrote my own Will.... not!
Would you use a plumber to do your legal work?
...No ? So use a solicitor and only a solicitor for a Will.
After all, it is a legal document and only solicitors are legally trained to the widest extent and have the backing of a whole host of other lawyers in other areas within their same building.
It's a no-brainer.
hahaha
How many of the people baiting the Will-writers are fully trained and qualified private client solicitors? Very few I bet ... most are probably estate agents!!! get back to your own website!
The trouble with Will Writers is
... no sense of humour!
No, of course will writing
No, of course will writing shouldn't be regulated. It is entirely up to the "consumer"who they get to write their will.
If they are savvy enough they will not choose merely on price but on reputation and recommendation. The choice may either be a solicitor or will writer but the consumer should do their homework to find out the correct choice in their area.
If they choose merely on price then they take a risk but it is their choice.
Only the over-regulated solicitors profession seems to believe further regulation is the answer.
What utter tosh! These "will
What utter tosh!
These "will writers" hold themselves out to something they are not (qualified, regulated, insured, ect). In most cases they are none of these things. Regulating the activity will only serve to protect those members of society who are duped into believing they are getting a regulated service.
Will writers vs. solicitors
Never mind the polar opposites - what's wrong with saying there's some bad and some good on both sides?
I've come across some pretty appalling Wills/Trusts and probate/trust admin in my 15 year career as a CTA so far (in fact sorting out the crap has given me a good living), but it doesn't mean that all solicitors are incompetant or careless. What it usually means is that the failing individuals are pushed into doing work they aren't competant to do or sadly, they aren't aware they aren't competant - even in very reputable firms.
I am in favour of regulation for all - will writers included, and whilst there may be more scope for carelessness or incompetance in an unregulated market, it doesn't mean that all will writers are not up to scratch. There needs to be a requirement for all will writers to be open and honest about what they are - some already are, the ones that aren't and won't voluntarily obviously need to be forced.
I agree it is difficult to know, as an ordinary person, which medical or legal practitioner to choose, but the purchaser has to take some responsibility for their actions and put some effort into understanding what they are doing, in addition to the standards required from practitioners. As with everything else in life, ignorance is not an excuse and the buyer needs to exercise caution.
Here is an Idea
Why dont solicitors and Will Writers ALL work to a code acceptable to both sides and give the PUBLIC a good deal. Any member of the public not connected with this industry would look at this as kids in a playground arguing "its my ball and your not playing with it".
Solicitors want the market to themselves because they dont want to share so its easy for them to say they are the only ones who can do it. Yet Will Writers (the honest ones) pay a lot of money to train and pay for PII to cover themselves and their clients peace of mind.
There is more than enough work to go around if we all get on the same page perhaps we can change the unfortunate statistics of nearly 70% of people having no will and those that do may have made them years ago and never updated.
Work together people and lets educate the country on the importance of a will not argue "i am better than him na na na na na"
work together?
If the standard of solicitor firms rose then all non-lawyers would be squeezed out, but it is because solicitor firms insist on recruiting non-solicitors that their dumbing down will hurt them.
BREAKING NEWS: Will writing becomes regulated!
The Law Society Gazette publication and the lawgazette.co.uk website are both financed, published and published by the Law Society, the trade union for the 'elite' profession of solicitors.
Why do non-regulated industries (estate agents and will writers alike) feel the requisite need to leave their comments and opinions on other professions medium.
REGULATE the UNREGULATED!
and the nominee for this category is...
Notably it is a public forum, however you would not come across accountants, medics and other professions browsing websites which is/are not informative of their profession and or trade union!
No doubt, the GMC website is of more importance to doctors, gp's, surgeons and etcv than the Law Gazette, vice versa................................
Law Society warnings over unregulated will writers
In 2008 and 2009, the Law Society ran private client publicity campaigns aimed at the public, highlighting the benefits of using a solicitor. A major part of both campaigns concerned the issue of will writing and the advantages to the public of using a qualified, regulated solicitor.
As part of that campaign, the risks to the public of using some will writers were exposed by the Law Society in the media.
The following press releases (see links) were part of that campaign and secured a wide range of coverage across a spectrum of newspapers, online consumer outlets and other media. The total private client campaign PR value in the 2009 campaign totalled more than £1 million worth, which translates into a lot of column inches. The issues surrounding wills made up a huge chunk of that value.
http://www.lawsocietymedia.org.uk/site.php?s=1&content=35&press_release_...
http://www.lawsocietymedia.org.uk/site.php?s=1&content=35&press_release_...
A number of articles focusing on the the issue of the risks associated with will writers were also published and the Society's members who specialise in this area of private client work also echoed the warning via the press and to their clients.
The campaign is on going and the Law Society Press Office is continuing to work with the Law Society Wills & Equity Committee as well as the Probate Section to maintain this message to the public.
Any solicitors who work in this field and would like to know more or get involved in publicity on this issue can contact steve.rudaini@lawsociety.org.uk