Project Will
The hub. Software, services, training, accreditation and community for estate planning professionals.
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About
From protecting families to backing the professionals.
What began as a practice helping families plan their estates became the place the practitioners themselves turn to — for software, standards, fulfilment and someone who picks up the phone.
01 / How it started
The industry frustrated me, so I built what I wished existed.
I started in estate planning in 2009, working for a traditional firm. The work was rewarding — helping families protect what mattered most — but the way it was done frustrated me. Everything was paper-based. Processes that should have taken minutes took days. Software was clunky or absent altogether, and most firms were too settled to see how much better it could be.
So I went out on my own, built the systems I wanted, and helped families directly. Word got around, and other estate planners started asking how I was working differently.
That is when it became obvious that the bigger impact was not helping families one at a time — it was helping the professionals who serve thousands of them. That is what Project Will became.
— Alex Stansbury, Founder
02 / The evolution
Seventeen years, in three chapters.
2009
Helping families directly
Wills, LPAs and trusts for private clients, and a reputation built on plain-English advice and honest pricing.
2016
Building Willo
We built the estate planning software we needed ourselves. Other professionals started asking to use it.
2021
Backing the profession
The focus moved to supporting practitioners — software, services, free training, accreditation and a community.
2026
The full package
Nine services under one roof, including Custodian, our will checking and deposit service.
2009
trading since
500+
professionals supported
Sheffield
where we're based
UK-wide
where we work
03 / What we believe
Four things we will not move on.
- 01Your success is our success. We only do well when you do. Everything we build exists to help you serve more clients and keep more of your evenings.
- 02Technology should simplify. Too much legal tech is over-engineered. We build tools that make sense on the first afternoon, not the third month.
- 03Honesty builds trust. If we are not the right fit we will say so. If something better exists we will point at it. A long relationship beats a quick sale.
- 04This work matters. Estate planning is not glamorous, but every practitioner we support keeps more families out of the mess that started all this.
04 / The ecosystem
Four brands, one job.
Willo
The estate planning software. Wills, LPAs, trusts and letters of wishes, drafted through a guided, validated workflow.
See Willo →Become an Estate Planner
The training arm, registered on the UK Register of Learning Providers under UKPRN 10101187.
Explore training →Custodian
Will checking and deposit. Every will checked for correct execution, then lodged with HM Courts and Tribunals Service.
See Custodian →Let's have a conversation.
Curious about the software, needing a service, or just wanting an opinion on what your practice should do next. Monday to Friday, 9am–6pm.