WillPack

Frequently Asked Questions

You will use a Testamentary Instruction Form to document your clients wishes. These instructions are then sent to us for our preparation (we recommend that you keep the original and only send us a scan or copy). Upon completion a draft copy of the documents will be sent by secure digital means for you to approve and make any amendments where necessary. Once approval has been given the professionally presented final documents are then sent to you for your client to sign and attest.

Should you require technical assistance before or after taking instructions for a client then we offer unlimited technical support. You can email as many times as required. Email enquiries are required for insurance purposes and also minimise any misunderstanding therefore we are unable to provide technical assistance by telephone.

As we are only your back office, you decide how much to charge your clients and we charge you a set fee dependent on the services being drafted. Our price list shows guide prices for all of our services for you to work from if you wish.

No, but the College of Will Writing in Lincoln run a variety of courses which may be of use.

No, you do not need to take separate Professional Indemnity Insurance (PII) to cover your will writing business, as all your Wills written and advice given by WillPack is covered by our own PII. However if you offer services which WillPack do not provide then separate PII will be required to cover the additional activities.

A requirement of being a WillPack Partner means you need to be an affiliate member of the Society of Will Writers, which carries an independent fee (currently £85 per annum) as well as a one-off payment of £25 to WillPack. These fees entitle you to unlimited technical assistance, PI insurance cover for all your wills, your affiliate membership to the Society of Will Writers, access to the College of Will Writers, monthly CPD tests and discounts on all College of Will Writers training courses.

We have legally trained staff that make sure each bespoke Will is correctly drafted and is legally binding. Further to this, if there is an opportunity for further estate planning based on the client’s details that we have been provided, we may contact you with information that you can present to your client for their consideration. You also have a duty of care to your clients to read over the Will and advise us if there is anything you don’t understand.

WillPack does not offer storage, however you are welcome to arrange to store your client’s Wills and other documents through The National Will Archive. Contact The National Will Archive for more information on the options available.

We guarantee that you will receive drafts within our standard time scale of 7-10 working days as long as all the required information has been provided.

Yes, WillPack offers two Express Services: drafts within three-days and drafts on the same day as submission (as long as this is before 2pm). There is a small surcharge for both these services.

WillPack does not offer digital storage, however, you are welcome to store your client’s digital items through Safe-4. Contact Safe-4 for more information on the options available.

All of our documents are issued using Royal Mail first class post as standard. If you need to ensure the documents arrive the next day, we can use Royal Mail Special Delivery (by 1pm) at a further cost. If the case is urgent, or out of preference, we can issue the final documents using a secure digital system.