How to run Will Aid

We know how busy you are, so we’ve made Will Aid very easy to run (see your tips for running Will Aid below). There are no complicated procedures, administration, VAT or accounts. We also give you as much support as you need, including:

How do I know if a client has made their donation online?

When a client makes their donation online, as part of the payment process they are asked to indicate the solicitor's firm they have used. Once the payment is completed the system generates an email to the Will Aid contact at your firm confirming the donation and the donors details. The donor is also sent a confirmation email and we ask that they bring this with them to their appointment if they have made their donation prior to meeting you so that you do not need to invite them to donate.

As a solicitor, I only have a small practice. Can I limit the number of enquiries?

Some firms carry out as many as 150 Will Aid Wills; others do just a few. It is entirely up to you. Once you have received sufficient enquiries, simply call the Will Aid Campaign office and we will stop advertising your firm as part of the promotion. You may, however, receive a few more enquiries from people who have already been given your details and you just need to refer these enquirers back to the Will Aid office.

Do clients have to leave a legacy to charity?

There is no requirement for Will Aid clients to leave a charitable bequest. However, legacy income is vital for charities. Knowing that funds may become available allows them to plan for the future. Many people do not automatically think of leaving a charitable bequest and so it helps if you could remind your clients of this opportunity. With some clients, it might also be worth asking them to consider taking advantage of Legacy 10 which came into force on 6th April 2012.

What is a basic Will?

Broadly speaking, a Will for anyone whose assets are below the inheritance tax threshold and/or is simply leaving their assets to a few family and friends or charities would be considered a basic Will Aid Will. If a client requires, for example, any trusts set up or financial or estate-planning advice then this would be considered outside the basic Will Aid Will. You are free to agree a separate charge for this additional work.