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Will writers’ and estate planning practitioners’ insurance

Get the protection your business needs, from unhappy clients to a lost laptop.

Writing wrongs

No one likes to think about the worst happening. But when it does, your work means there’s at least some steady reassurance for those facing a difficult time.

That’s if everything’s in place as it should be, of course. Unfortunately, where there’s a will there’s a way in for problems. At such an emotionally charged time, a mistake you’ve made or something you’ve left out will lead to more than just awkward conversations – you could be liable for the financial consequences too.

If that happens, you’ll need to defend yourself – whether you’re actually at fault or not. Protect your reputation and your bank balance with professional indemnity insurance for will writers and estate planning practitioners. It covers your legal costs if there’s a claim against you, and covers any damages or compensation you have to pay.

Why do will writers need professional indemnity insurance?

Anyone providing a paid-for professional service is expected, and relied upon, to do a good job. Making a mistake or not doing something you said you would can lead to your client losing money. If that happens, you’re liable for those losses.

Will writers’ professional indemnity insurance is the quick and easy way to avoid trouble. Your policy can’t stop a claim against you, but it will give you the legal and financial muscle you need if there is one. The good thing is, you’re protected whether you’re at fault or not.

It means you can get on with running your business, safe in the knowledge your reputation and your bank balance will still be in one piece.

As well as it being a good idea, it’s worth noting that both the Society of Will Writers and the Institute of Professional Will Writers both say their members have to have it.

What does will writers’ professional indemnity insurance cover?

In insurance industry terms, it covers claims against you for alleged or actual losses as a result of a breach of professional duty of care.

In non-insurance terms, you’re covered if you make a mistake and your client sues you for it.

As well as your policy paying for legal costs and damages as a result of things you’ve done (or not done), you’re also covered for:

  • Infringing intellectual property
  • Defamation
  • Loss of documents
  • Breach of confidentiality
  • Virus transmission

…and more.

What other insurance do will writers need?

If you have employees the law says you have to have employers’ liability insurance covering illnesses and injuries at work. That’s the case even if your staff are part-time, temporary, unpaid, volunteers or on work experience. If they work with you, at your office and with your equipment, you’re responsible for their welfare.

Cyber insurance is essential for any business that runs on computers, has a website, uses email or stores customer data electronically. It covers the costs of fixing tech, sorting GDPR issues, and restoring systems and data following a cyber-attack.

You’ll need public liability insurance if you go out and about to visit clients or if they visit you. It covers the legal costs and compensation you have to pay if there’s an accident that’s your fault.

You can’t do much without the bits and pieces in your office, so contents insurance is a must. Portable equipment insurance covers your laptop and other tech when you go out and about.

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8 April 2022
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2 December 2021
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