CPM21 can assist your firm to achieve accreditation under the Law Society's Wills & Inheritance Quality Scheme (WIQS)

How we can help?

We can:

  • Train your Private Client Department on how to comply with the Scheme and to understand the reasons for the changes
  • Provide precedent forms to help your staff work in step with the WIQS Protocol. The Protocol aims to raise the standard of client care and service levels by:

 

Prescribing good practice in will drafting, probate and

                administration of estates

 Improving communications with all stakeholders

                including the client and beneficiaries

 Increasing transparency and understanding of the

                process involved in drafting a will and

                administering an estate

 Encouraging firms to agree specific timescales with

                clients e.g. for preparing a draft will

 

  • Update your office manual to incorporate the new obligations imposed by the Protocol
  • Help you complete the WIQS application form

 

 Basically we can help you from start to finish with your WIQS implementation!

  

Email us today on support@cpm21.co.uk  to arrange a free, no obligation, initial discussion.