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How can we help?

  • The WillComply AML Compliance Pack

    950£
    Designed to help will writers and estate planners meet their obligations under the MLR 2017. Plain English guided templates, tailored to your business and built for HMRC supervision.
     
    • Draft AML Policy - tailored to TCSPs and ASPs
    • Draft Company-Wide Risk Assessment
    • Draft Client Matter Risk Assessment
    • Draft Client Due Diligence Checklist
    • Draft Source of Funds / Source of Wealth Questionnaire
    • Draft Declined Business Register
    • Draft Internal SAR template
    • Guidance notes throughout to help you complete each template
    • Built around MLR 2017 and HMRC supervision requirements
    • Includes one hour of dedicated support time

  • Client Data Protection Pack

    49£
    Ready-to-edit Template Privacy Notice & Data Protection Complaints Procedure for Estate Planners and Will Writers. Covers the June 2026 updates. Word documents. Instant download after purchase.
     
    • Template Privacy Notice
    • Template Data Protection Complaints Procedure
    • Instant download available after purchase

  • WillComply Essentials (Free Membership)

    0£
    Your entry level access to practical compliance support. Free resources designed to help Will Writers and Estate Planning Professionals stay aligned with good practice.
    Free Plan
    • Core compliance resources
    • Updates when new resources are added
    • Downloadable AML Supervision Checklist for Estate Planners
    • Downloadable TCSP Checklist for Unregulated Firms on APTs
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