Services
Our Expertise
We provide practical, reliable support designed to remove complexity and give you confidence in your compliance. Whether you need help strengthening your existing AML framework, updating your client facing documentation, or reviewing your processes, our fixed-fee service is built to meet you where you are. Clear guidance, tailored risk management solutions, and a calm, professional approach - so you can stay focused on running your business, whether you are a Will Writer, Estate Planner, or Probate Provider.
Not sure where to start? Our AML Checklists are available to download when you sign up for our free WillComply Essentials Membership. Get clarity around HMRC requirements, and access free compliance resources to support you in running your business. If you know you need to register, the WillComply AML Compliance Pack gives you the templates, guidance and support from Charlotte to build your framework properly - from £950.
AML Framework Review
Know exactly where your AML framework stands
A thorough review of your existing AML controls to identify gaps, weaknesses and opportunities for improvement. You'll receive clear, practical recommendations aligned with current regulations.
We can prepare or revamp your AML Company-Wide Risk Assessment, policies, and procedures, to ensure they accurately reflect your products and services, clients, and delivery channels.
Compliance Review & Documentation Support
Stop wondering whether your processes and paperwork are good enough
Comprehensive audits of your compliance materials and client facing documents, including your website, CRM, terms of business, and client care documents. Ensure that your documentation is clear, accurate, and aligned with ever-increasing requirements.
Need your data protection documentation sorted? Our Client Data Protection Pack gives you the privacy policies you need to stay compliant - including the June 2026 requirements - built specifically for estate planning and will writing businesses.
Training
Give your team the confidence to spot risk before it becomes a problem
Engaging compliance training and courses tailored to the estate planning sector, complete with practical examples and the occasional war story to bring the lessons to life. Available for individuals, small teams, or business-wide, remotely or in person. Topics include:
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GDPR
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AML
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Vulnerability and Capacity
Technology Adoption
Support with technology adoption and platform selection, helping you identify, assess and implement the right tools for your business. From onboarding systems to document management and drafting, our independent guidance can help ensure that your technology is effective, compliant, user friendly, and aligned with your operational needs.
Fractional Head of Risk
Ongoing Senior Oversight, without a full time hire
Estate planning and will writing firms are facing increasing regulatory expectations. Many require someone who can provide strategic oversight, protect the business, and keep them ahead of what's coming. A Fractional Head of Risk gives you ongoing, embedded support from a senior specialist who understands your sector, your clients, and your challenges.
Get in touch for a free consultation to talk through what your business needs.