Our Services

Advice and support for estate planners looking to grow their business and manage compliance obligations
All packages require a one-off set-up fee of £149

Optimise

Build on the resources you already have
with minimal input
£ 149 Monthly
  • Email access to support from a compliance professional
  • Probate guidance and general query support
  • Quarterly online knowledge share discussing compliance topics
  • File audit templates
  • Optional quarterly remote file audits (10)

Advance

Build on and improve your resources
with our support and guidance
£ 249 Monthly
  • Telephone and email access to support from a compliance professional
  • Probate guidance and general query support
  • Quarterly online knowledge share discussing compliance topics
  • File audit templates
  • Optional quarterly remote file audits (20)
  • Price and service transparency report and ongoing guidance
  • Training and competency tools and ongoing guidance
  • Complaints procedure review and mitigation methods

Advantage

Take your business practices to new heights without the stress of building from scratch
£ 449 Monthly
  • Telephone and email access to support from a compliance professional
  • Probate guidance and general query support
  • Quarterly online knowledge share discussing compliance topics
  • File audit templates
  • Optional quarterly remote file audits (50)
  • Price and service transparency report and ongoing guidance
  • Training and competency tools and ongoing guidance
  • Complaints procedure review and mitigation methods
  • Access to The Will Academy learning platform and CPD sessions delivered by industry experts
  • Access to pre-built process and procedure templates
  • Support in maintaining a business manual
  • Estate Planner Mastermind Group (6 per year) *an opportunity for estate planners to come together to discuss innovative ideas

Enterprise

A bespoke package tailored to your firm,
with as much support as you need
POA
  • Telephone and email access to support from a compliance professional
  • Probate guidance and general support
  • Optional quarterly online knowledge share discussing compliance topics
  • File audit templates
  • Optional quarterly remote file audits (50)
  • Price and service transparency report and ongoing guidance
  • Training and competency tools and ongoing guidance
  • Complaints procedure review and mitigation methods
  • Access to The Will Academy learning platform and CPD sessions delivered by industry experts
  • Access to pre-built process and procedure templates
  • Support in maintaining a business manual
  • Estate Planner Mastermind Group (6 per year) *an opportunity for estate planners to come together to discuss innovative ideas

Join the waitlist

Our service plans are on course to launch early 2025, but spaces are limited.
Contact us

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