What Estate Planners Need To Update In Their Privacy Policies - And Why You Haven't (Yet)

Last month, I wrote an article about What Changed on the 19th June 2026 - and What Owners of Estate Planning Businesses Need To Do . Very quickly, it became the most read post on this site - but I still haven't found a single will writing or estate planning firm website with a privacy policy that reflects the changes.

That's not a criticism - it's the reality of running a business where it feels like there is always a fire to put out. Knowing you need to update a policy and finding the time (or legal wording) to actually do it are two very different things. Privacy policies sit low on the priority list until something forces the issue: a client complaint, an ICO enquiry, or others in the industry quietly doing it first. But here's the problem: will writers and estate planners handle some of the most sensitive personal data there is - financial history, family relationships, health information, final wishes. An outdated privacy policy isn't just a compliance gap. It's a visible signal to any client or regulator who checks, that data protection isn't being taken seriously.

We've built WillComply's Client Data Protection Pack to solve the exact problem that last month's blog post created - awareness of the problem, without an easy way to solve it.

For £49, you get:-

• A draft Privacy Policy — written specifically for the will writing and estate planning sector, updated to reflect the June 2026 changes, and ready to adapt to your practice.

  
  

• A Data Protection Complaint Policy — a clear procedure for handling data-related complaints, so you're not improvising if a client raises a concern.

The two documents you need in immediately downloadable Word templates - already updated with the correct framework, ready to be fully personalised to your business and set live on your website.

If you're reading this because that earlier blog stuck with you but the task went to the bottom of your never ending to do list - hopefully we've now made it easy for you!

WillComply's Client Data Protection Pack