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UKRLP-registered training provider · UKPRN 10101187

The support body for estate planners

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.

Registered with: UKRLP · 10101187 ICO Companies House · 16839327

01 / The body

Nobody should have to work this industry out alone.

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.

500+
accredited members
17
years in the industry
£0
to be accredited
9
services under one roof
UKRLP
registered training provider

02 / The full package

Whatever you were about to go and buy, we already have it.

Not sure where to start? Call 0333 049 5033

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.

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02 · Clients

Leads and enquiries

Enquiries from our public-facing brands routed to accredited members, plus the referral partnerships that actually convert in this sector.

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03 · Aftercare

Custodian will deposit

Every will checked for correct signing and witnessing, then lodged with HM Courts and Tribunals Service. One-off £79 for that will.

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04 · Fulfilment

Print & post

We print, bind and post completed documents straight to your clients, presented under your name. Professional finish, zero hassle.

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05 · Capacity

Full-service drafting

You take instructions, we handle the rest — drafting, client communication, and getting you paid faster.

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06 · Visibility

Website building

Hand-coded sites for estate planners that rank locally — so people searching for wills and LPAs in your area find you, not a national.

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07 · Growth

Marketing support

Referral partnerships, local marketing and campaign material — the approaches that genuinely bring estate planning work in.

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08 · Process

Business consultancy

We find what is holding your practice back, then help you fix it. A coach who already knows the industry inside out.

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09 · Training

Training, free

BecomeAnEstatePlanner takes complete beginners through to qualified practitioners — on the UK Register of Learning Providers, and free to our members.

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03 / The tools

Willo. Drafting in minutes, not evenings.

The Willo estate planning software dashboard shown on a laptop

Cloud-based estate planning software built by estate planners. Wills, LPAs, Trusts and Letters of Wishes — guided, validated, and ready to post.

  • Guided drafting workflow
  • Built-in compliance and validation
  • Client management and CRM
  • Hands straight off to Print & post
→  Explore Willo

04 / New — Custodian

A second pair of eyes on the will, before it goes anywhere.

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.

£79
one-off, for that will
£19
a year, Custodian Plus — optional

05 / The people

In their words, not ours.

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.”
Renjith Reghu
“Great service and professional advice given in easy to understand terms. The software seems straightforward and efficient.”
Lisa Southcott

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

Find yourself below.

Established estate planners

Better software, faster turnaround, and fulfilment that lets you stay with clients instead of paperwork.

Solicitors & law firms

Efficient drafting tools and white-label fulfilment. Serve more clients without growing headcount.

Will writers

Going solo, or expanding into LPAs and trusts? The software and the support make it straightforward.

New to the industry

Train with our UKRLP-registered partner, or write business under our brand while you build experience.

07 / The community

You don't have to do this alone.

Our regional WhatsApp groups connect estate planners across the UK — real cases, real questions, answered by people doing the same job as you.

Join the community

Open to accredited members. Free.