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Useful Links for Estate Planning in the UK

Whether you are a professional in the estate planning industry or just starting out and looking to learn more about wills, trusts, and other services, this collection of links provides valuable resources and information to guide you.

Professional Organizations and Certifications

Society of Will Writers (SWW):
Website
The SWW offers training, support, and accreditation for professional will writers. Their resources include ongoing professional development courses and legal updates.

Institute of Professional Will Writers (IPW):
Website
The IPW provides comprehensive training and certification programs for will writers and estate planners. It also offers consumer guides and a directory of accredited professionals.

Society of Trust and Estate Practitioners (STEP):
Website
STEP is a global organization for practitioners specializing in trusts, estates, and related services. The site includes educational resources, professional courses, and industry news.

Government and Regulatory Bodies

UK Government - Making a Will:
Website
Official UK government guidance on how to make a will, including legal requirements and considerations.

Office of the Public Guardian (OPG):
Website
The OPG provides information on Lasting Powers of Attorney (LPAs) and oversees the protection of individuals who cannot make their own decisions.

The Law Society - Wills and Probate:
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The Law Society offers resources for legal professionals and consumers on topics related to wills, trusts, and probate law.

Estate Planning Education and Training

The College of Will Writing:
Website
An educational institution offering specialized courses in will writing and estate planning, suitable for both new and experienced practitioners.

STEP Academy:
Website
The STEP Academy provides training programs, webinars, and certification courses for professionals in estate planning and trust law.

National Will Register:
Website
The National Will Register allows individuals and legal professionals to search for registered wills in the UK. It is a key tool for verifying the existence of a will and ensuring a client’s final wishes are known.

Legal Resources and Consumer Guides

Citizens Advice - Wills and Probate:
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Citizens Advice provides comprehensive guides on wills, probate, and inheritance issues, aimed at helping consumers understand their rights and options.

MoneyHelper - Estate Planning:
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MoneyHelper offers unbiased financial advice and resources on end-of-life planning, including wills, trusts, and LPAs.

The Probate Service:
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The official UK government service for applying for probate and handling the estate of someone who has died.

Online Will Writing Services

Farewill:
Website
A popular online will writing service offering simple, fast, and affordable options for creating a will online.

Co-op Legal Services - Will Writing:
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Co-op Legal Services provides a range of will writing options, including online, telephone, and in-person consultations.

Beyond:
Website
An online platform that offers will writing and probate services, with a focus on providing a user-friendly experience.

Inheritance Tax and Financial Planning

HMRC - Inheritance Tax:
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Official guidance on inheritance tax, including thresholds, exemptions, and how to report and pay the tax.

MoneySavingExpert - Inheritance Tax Guide:
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A consumer-friendly guide on inheritance tax, offering tips on how to legally reduce the amount of tax payable on an estate.

Investopedia - Estate Planning:
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A comprehensive resource on the basics of estate planning, including key concepts and strategies.

Charitable Giving and Legacy Planning

Remember A Charity:
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A campaign encouraging individuals to leave charitable gifts in their wills. Provides resources and guidance on how to include charities in estate planning.

Legacy Foresight:
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Offers insights and research into legacy giving trends, useful for estate planners looking to advise clients on charitable bequests.

Support Services for Bereavement and Probate

Cruse Bereavement Support:
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A national charity providing free bereavement support and resources for those dealing with the loss of a loved one.

Probate Advice Line - Which?:
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Which? offers a comprehensive probate advice service, including guides, checklists, and access to legal experts.

SaaS Solutions and Trust Providers for Estate Planning Professionals

Streamline your estate planning practice with these specialized software and service providers. From will drafting tools to trust management software, these solutions are designed to enhance your operations and provide better service to your clients.

Will Drafting and Estate Planning Software

WillSuite
Visit WillSuite
A comprehensive cloud-based platform for will writing and estate planning, featuring a built-in CRM system, document automation, and client management tools.

Arken.legal
Visit Arken.legal
Advanced will drafting software offering real-time drafting, guided document building, and integrated precedents to enhance the efficiency of estate planning professionals.

Sure Will Writer
Visit Sure Will Writer
A state-of-the-art cloud-based estate planning software package with a built-in CRM system, providing unlimited support and technical advice for professionals.

Trust Management Software and Services

TrustDocs
Visit TrustDocs
Specializes in providing trust documentation and management solutions, allowing professionals to create and manage trusts efficiently and compliantly.

Countrywide Tax and Trust Corporation
Visit Countrywide Tax and Trust Corporation
Offers a full range of estate planning services, including trust creation, tax advice, and legal support. Their proprietary software helps streamline trust management and document preparation.

Customer Relationship Management (CRM) Systems

Clio
Visit Clio
A legal practice management software with robust CRM capabilities, designed to help law firms manage client relationships, case management, and document storage effectively.

Actionstep
Visit Actionstep
A cloud-based legal practice management system featuring integrated CRM, workflow automation, and document management tailored for estate planning and law firms.

Accounting Systems

Xero
Visit Xero
A cloud-based accounting software platform offering tools for invoicing, bank reconciliation, and financial reporting, ideal for small and medium-sized businesses.

QuickBooks
Visit QuickBooks
Provides comprehensive accounting solutions for small businesses, including features for expense tracking, payroll, and tax preparation.

Trust Service Providers

Countrywide Tax and Trust Corporation
Visit Countrywide Tax and Trust Corporation
One of the leading providers of trust services in the UK, offering a wide range of estate planning solutions, including expert guidance on trust creation and management.

Trust Inheritance
Visit Trust Inheritance
Provides a comprehensive suite of services for will writing, probate, and trust management, catering to both individual clients and professionals in the estate planning industry.

Maximize Efficiency with the Right Tools

Choosing the right software and service providers can make a significant difference in the efficiency and effectiveness of your estate planning business. Explore these options to find the solutions that best fit your needs and help you deliver exceptional value to your clients.

Need Help with Your Estate Planning Business?

If you’re a professional looking to grow your estate planning practice, we can help you generate quality leads, streamline your sales process, and achieve your business goals. Contact us today to learn more.

Call 07538460685 or schedule a free consultation now.