The scheme is open to all Wills and probate solicitors who are members of the Law Society and other qualified Will-writing practitioners. This includes advisors who are members of the Society of Trust and Estate Practitioners, Will-writers who are members of the Institute of Professional Will-writers and legal professionals who are members of the Institute of Legal Executives.
Please note that solicitors will need to provide their Law Society roll number and other qualified Will-writing practitioners will need to provide proof that they have passed an examination in Wills as indicated in our definition of a Will-writing practitioner.
“Qualified will-writing practitioner” means an individual that meets the following criteria:
(A) They are qualified practicing solicitors governed by the Law Society (roll number will have to be supplied) or can provide proof that they have passed an examination in the subject of Wills with a recognised legal training provider (recognised legal training providers include Law Colleges and training institutes accredited by the Law Society of England and Wales or the Law Society of Scotland; the Chartered Institute of Legal Executives (CILEx); Central Law Training; STEP; and the Institute of Professional Will-writers);
(B) They have professional indemnity insurance (minimum cover £2m);
(C) They undergo mandatory continuing professional development in the areas of law in which they practice (minimum 18 hours per year), including Wills and probate law;
(D) They offer the ability for clients to gain redress from a recognised body in default of the individual, the body holding adequate funds for this purpose; and
(E) They hold membership of a professional body which has a mandatory Code of Conduct and can regulate it. Sanctions must include expulsion from membership.