In our most recent Gifts in Wills Academy seminar we addressed three key considerations when planning a free wills campaign. You can watch our full seminar below.
The three key points are:
- Professional Oversight
- Ethics
- Testamentary Capacity
The take-home messages were:
- Ensure that any providers of legal services are qualified and regulated – through either the Solicitors Regulation Authority, Society of Will Writers or Institute of Professional Will Writers;
- Understand how your supporters are monetised – many suppliers re-sell other services or products to your supporters e.g. funeral cover, insurance or additional legal services;
- Make sure any gifts left to you are protected from challenge e.g. testamentary capacity, undue influence or fraud.
You can watch our full seminar here:
Let us know what you think – or get in touch to learn more : partnerships@makeawillonline.co.uk
