The Institute of Professional Willwriters (IPW) is the foremost body for professional Willwriters.
All of The Institute's members, have passed either the IPW Entrance Examination or possess an equivalent and relevant qualification in Wills and Estates.
There is growing public recognition of the Institute, and therefore its members, as being professional, highly-qualified Willwriters operating to the highest standards.
The Institute of Professional Willwriters manages the Chartered Trading Standards Institute Consumer Code of Practice for will writers and all of the IPW members must comply with it and there are sanctions for non compliance.
IPW Members must have the highest standards when dealing with clients and in their business activities.
Members shall act with independence and integrity, maintain proper standards of work and keep the affairs of the Client confidential unless express approval otherwise has been obtained from the Client or unless a disclosure to the Serious Organised Crime Agency is required because a Member knows or suspects that a transaction may involve money laundering or terrorist financing.
Members shall retain and process any personal information in accordance with the Data Protection Act 1998.
Members shall always act in the best interests of the Client and take reasonable steps to establish to their complete satisfaction that the Client is acting freely, without coercion or undue influence and with sufficient understanding of the product or service to make an informed decision. If a Client cancels a product or service, the Member must make reasonable efforts appropriate to the circumstances to satisfy themselves that any cancellation is the Client’s free choice and without coercion.
Members shall provide clients with information about the duties and responsibilities of anyone involved in a document being prepared by them, such as executors, trustees, guardians, attorneys and witnesses.
Unless agreed with the Client, when preparing a Will, Members must determine the financial position of the Client.
Members must not assist Clients in undertaking any activity for which the Client does not have the necessary capacity. Members must have regard to relevant legislation and case law when assessing whether a Client has capacity to make any relevant decision.
Members shall explain any documents that they have provided to the Client’s satisfaction.