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Hooking up with a will writing service provider

I have been contacted by a person who provides a will writing service.

She would like to hook up with my practice for referrals. She would do the same in return.

Can anyone share their experience and views on hooking up with a will writing service provider?

Thanks

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04th Feb 2012 12:20

Sounds tacky to me

I'd keep away.

I wouldn't want anybody as a client who uses a will writing service.

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By Locutus
04th Feb 2012 13:15

Research who you intend to hook up with
I don't have any experience of hooking up with will writers, but I remember watching a TV programme about a fraudulent outfit called 'Willmakers of Distinction Ltd'. If you google the name you will find plenty of reports by investigative journalists about this former firm. If you do hook up then make sure they belong to some form of reputable professional / trade body.

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04th Feb 2012 15:36

Good idea

@FirstTab - if the will writing partner is good then it's a great idea because it's good for your clients.

As the accountant you have regular contact with clients and can encourage them to do the right thing. Start by producing a report about the implications of not having a will and discuss it with clients.

Bob

Crunchers Accounting Franchise

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04th Feb 2012 15:49

Solicitor?

Why not recommend your clients see a solicitor?

Why recommend somebody you don't know how good they are in return for them recommending you when they don't know how good you are? How many people who go to a will writing service are likely to need an accountant anyway?

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By rslosek
04th Feb 2012 19:30

A suggestion

Do some PR for a local law firm doing Willaid instead? 

All people needing an accountant need a will, even if all people needing a will don't need an accountant. Everyone who has a business needs a will and it should be up there with business plans and not trading as insolvent (even if not illegal).

http://www.willaid.org.uk/

 

Disclaimer - have used Willaid and it was fabulous. My only problem with them is that the money doesn't go to related charities with the exception of Age UK.

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05th Feb 2012 08:35

Not fair to tar all such services with the same brush

I was introduced some years back to The Will Bureau run by Andrew Edwards.

I visited their offices and was impressed to hear how all staff have to pass exams before being allowed to advise on wills. This far from the norm.  Even then the most sophisticated wills are dealt with personally by the founder of the Will Bureau, Andrew Edwards.

Talking with one of Andrew's Associates, Adele Jameson, I learned that their standard approach when helping clients introuced by accountants is to look for further work and clients who can be referred back to the introducing accountants. Typically this will include other family members, preferred trustees, guardians and anyone else named in the will.

Mark

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05th Feb 2012 18:27

Will writing

Have had experience of Banks doing Will writing service. They always wanted to be executor..usually very expensive. Check what your clients are signing up to.

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06th Feb 2012 12:58

Wills

Nothing wrong with Will Writing services if you choose a decent one.

We had ours done by one as he was known to the family, doesn't need to be a solicitor.

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21st Feb 2012 08:26

Wills

christopherb wrote:

Later than I joined a group of professional writers who offer their services to a number of university students all over our UK. I've come to find out that the academic writing may be important ways to the transformation the education sector as you arise with vibrant thoughts which when executed can assist resolve so lots of issues bedeviling the globe today.

And to normal people like me, that would mean?

 

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By Locutus
21st Feb 2012 09:33

Ironic

christopherb wrote:

Later than I joined a group of professional writers who offer their services to a number of university students all over our UK. I've come to find out that the academic writing may be important ways to the transformation the education sector as you arise with vibrant thoughts which when executed can assist resolve so lots of issues bedeviling the globe today.

Completely irrelevant to the discussion and poor use of grammar.  Would you use the this "academic writing" service?

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21st Feb 2012 08:56

Spam

It's spam

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21st Feb 2012 09:41

Poor SEO

My guess is that this is a poor link building campaign for their SEO.

They offer to write on marketing subjects so I may commission them to write an essay on "relevant link building, discuss".

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