01 · Software
Willo drafting software
Draft Wills, LPAs, Trusts and Letters of Wishes in a fraction of the time. Guided, validated, and built by estate planners.
Learn more →
UKRLP-registered training provider · UKPRN 10101187
Drafting software, client leads, will deposit, fulfilment, marketing and training — the whole practice, under one brand. Free to get accredited. Free to stay accredited.
no fee, no annual renewal, no tie-in.
01 / The body
Estate planning is a small, scattered profession. Most practitioners work alone, from home, on cases that carry real consequences for families. Since 2009 we have been the place they turn to — for standards, for tools, and for someone who picks up the phone.
We accredit practitioners at no cost, publish the standard we hold them to, and back it with the software, leads and fulfilment a modern practice needs. Every claim we make has a registration number behind it.
02 / The full package
01 · Software
Draft Wills, LPAs, Trusts and Letters of Wishes in a fraction of the time. Guided, validated, and built by estate planners.
Learn more →02 · Clients
Enquiries from our public-facing brands routed to accredited members, plus the referral partnerships that actually convert in this sector.
Learn more →03 · Aftercare
Every will checked for correct signing and witnessing, then lodged with HM Courts and Tribunals Service. One-off £79 for that will.
Learn more →04 · Fulfilment
We print, bind and post completed documents straight to your clients, presented under your name. Professional finish, zero hassle.
Learn more →05 · Capacity
You take instructions, we handle the rest — drafting, client communication, and getting you paid faster.
Learn more →06 · Visibility
Hand-coded sites for estate planners that rank locally — so people searching for wills and LPAs in your area find you, not a national.
Learn more →07 · Growth
Referral partnerships, local marketing and campaign material — the approaches that genuinely bring estate planning work in.
Learn more →08 · Process
We find what is holding your practice back, then help you fix it. A coach who already knows the industry inside out.
Learn more →09 · Training
BecomeAnEstatePlanner takes complete beginners through to qualified practitioners — on the UK Register of Learning Providers, and free to our members.
Learn more →03 / The tools
Cloud-based estate planning software built by estate planners. Wills, LPAs, Trusts and Letters of Wishes — guided, validated, and ready to post.
04 / New — Custodian
Custodian checks that a will has been signed, dated and witnessed correctly, records it against the client, and lodges it with HM Courts and Tribunals Service. The certificate of deposit comes back to your client to keep.
05 / The people
verified google reviews
“I was a starter and needed a lot of support. Project Will had the patience to work with me at my pace. Even after completing the course they continue to support me in every aspect of my business development.”
“Great service and professional advice given in easy to understand terms. The software seems straightforward and efficient.”
Every member is checked before they are listed, and the register is public. Look anyone up before you work with them — including us.
Search the register →06 / Who we help
Better software, faster turnaround, and fulfilment that lets you stay with clients instead of paperwork.
Efficient drafting tools and white-label fulfilment. Serve more clients without growing headcount.
Going solo, or expanding into LPAs and trusts? The software and the support make it straightforward.
Train with our UKRLP-registered partner, or write business under our brand while you build experience.
07 / The community
Our regional WhatsApp groups connect estate planners across the UK — real cases, real questions, answered by people doing the same job as you.
Open to accredited members. Free.