Using and Reviewing an IPW Member

Using an IPW Member

Whilst writing a will is important, it's even more vital to ensure that you receive guidance from a professional, committed to working to the highest standards.

Commitment to Consumer Protection
Members of the IPW have taken specialist examinations and undergo regular professional training to ensure the service they provide is of the highest standard.
They also are committed to adhering to a Code of Practice approved by the Chartered Trading Standards Institute.

Commitment to Competence and Professionalism

All Members:

Are qualified by examination to write Wills and associated documents
Have at least £2million Professional Indemnity Insurance cover to protect their clients
Have at least £2m Public Liability insurance cover
Have undergone a Disclosure & Barring Service disclosure
Undertake regular refresher training (CPD) to update their knowledge
Are subject to the Institute's Code of Practice

Commitment to Service
Most Members of the Institute:

offer a home-visit service by appointment, often in the evening if that is more convenient to their client
Offer a fixed fee
Offer secure storage arrangements for documents
Offer advice and documentation on matters associated with Wills such as Lasting Powers of Attorney, (Continuing Powers of Attorney in Scotland), Advance Decisions (Living Wills) and Will Trusts to protect assets.

If you'd like to find and contact a member of the IPW, please click here.

Review an IPW member

By choosing an IPW member to assist you with your legal matters, you can be confident that our clients are at the heart of everything we do. We continually strive to provide the highest standard of professional service.

To help us improve, we would appreciate if you could take a few moments to share your experience. By completing this short survey, you’ll assist both the Institute and its members in monitoring and enhancing the quality of service provided to clients like you.

How to Review a Member

You can review a member in one of two ways:

1. Online Review

The IPW member provides your email to head office.

We email you a PIN code.

You then submit your review online

If you have trouble obtaining a PIN, please contact us here

2. Postal Review

To review by post, please call the IPW on 0345 257 2570 or contact us to request a paper questionnaire.

We will send the questionnaire to you by post or email, based on your preference.

Once completed, please return it to us using the freepost address provided on the form.

FAQs- WHO IS ELIGIBLE TO MAKE A WILL?

In England and Wales, you must be 18 or over to make a valid Will.
In Scotland, the legal age is 16 or over.

In all cases, you must have the relevant testamentary capacity, which means you understand:

The nature and effect of making a Will.

The size and nature of your estate (what you own).

Any moral claims that you ought to consider—such as the claims that family members may have on your estate.

You must not be suffering from any mental disorder that affects your ability to make a Will.