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Private Client Section

PAS FAQ: Wills and Inheritance Quality Scheme accreditation

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  • Wills and inheritance accreditation

The Law Society’s Practice Advice Service explains what standards your firm needs to uphold in order to receive Law Society accreditation.

I am a solicitor working for a firm that specialises in private client work. We are considering applying for membership of the Wills and Inheritance Quality Scheme (WIQS). Is it correct that members of the scheme will be required to adhere to the Law Society Wills and Inheritance Protocol (the Protocol)?

Yes. The adoption of the Protocol is mandatory for members of the WIQS, in so far as it is appropriate to the matter and in the best interests of the client. It is voluntary for those firms which are not accredited by WIQS. The Protocol aims to raise standards of client care and service by:

  • setting out the Law Society’s preferred practice in will drafting, probate and estate administration
  • improving communication between practices, clients and beneficiaries
  • increasing transparency and therefore understanding of the will drafting, probate and estate administration processes
  • encouraging practices to agree time frames and service levels with clients.

Adopting the Protocol will help a practice:

  • further distinguish itself from unregulated providers
  • demonstrate to clients and others its high standards of practice and client service
  • meet legal requirements
  • achieve and demonstrate compliance with its regulator’s outcomes
  • provide a consistent high-quality service
  • recognise and reduce risks that may lead to negligence claims.

For further information, please see the Law Society Wills and Inheritance Protocol with guidance notes which is available to purchase from the Law Society’s online bookshop. The Protocol without guidance notes is available to download via our main website.

This FAQ is compiled by the Law Society’s Practice Advice Service telephone 0207 320 5675. Comments relating to it should be sent to Mrs Anjali Mouelhi, Practice Advice Service Manager, The Law Society, 113 Chancery Lane, London WC2A 1PL. Whilst every effort has been made to ensure the accuracy of the information in the FAQ, it does not constitute legal advice and cannot be relied upon as such. The Law Society does not accept any responsibility for liabilities arising as a result of reliance upon the information given.

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