Thelema gives your clients' wills a proper home after your practice closes — compliantly, securely, and with a payment for the transfer.
No obligation. We'll explain how it works and whether it's right for you.
When a solicitor retires or winds down their practice, stored wills don't close with it. Clients remain owed a duty of care — one that has to be formally transferred, not simply abandoned.
Most practices reach this point without a clear plan for what happens next. The files go into storage, contact lapses, and a professional obligation that has lasted decades is left unresolved.
Thelema takes formal responsibility for your former clients' wills. Every will in your book is reviewed for common legal issues — outdated executor appointments, nil-rate band clauses, missing trusts, and more.
Former clients are contacted only when there is a specific, genuine reason to reach out. All contact is measured and professional — not a generic marketing campaign. Clients who need to update their wills can do so at rates that are materially lower than a traditional solicitor review.
Your files are transferred to UK-based secure storage. We hold and process all data in line with UK GDPR and SRA guidance on file transfer at practice closure.
Responsibility for your former clients' wills transfers formally and compliantly to Thelema. You are released from it — properly, not just informally.
Former clients are actively managed, not just stored. Those whose wills need attention hear from us — professionally, with a personal reason to reach out, and at fair rates.
We pay you for your will book. Commercial terms depend on the size and nature of your book and are agreed individually — we will walk through the numbers on the call.
We talk through your will book, your wind-down timeline, and what you are looking for. No obligation.
We agree commercial terms tailored to your book. You decide what works for you.
Your records transfer securely and compliantly, timed around your wind-down. No disruption to your practice.
We manage all former client contact. You are kept informed where needed, but not involved.
All data is processed and stored in the United Kingdom. Thelema takes on the duty of care your former clients are currently owed.
A 20-minute call. No obligation. We will explain exactly how the process works and whether it is the right fit for your practice.
Co-founder, Thelema · thelema-wills.com