Free training. Written exam. Recognised accreditation. No membership fees, no extended CPD that takes you away from your clients. Just clear proof that you're a qualified, competent estate planner.
The estate planning industry is unregulated. That means anyone can set up tomorrow and start writing Wills and LPAs with zero training. Clients deserve to know that the person handling their family's future actually knows what they're doing.
That's why we created the Project Will Accreditation — a free, straightforward way for estate planners to prove their competence. No gimmicks. No annual fees. No endless CPD modules. Just proof that you've been trained and tested.
Getting accredited is simple. We don't believe in making things complicated — you've got clients to help.
Work through our free training programme on Become an Estate Planner. Learn everything you need to know about Wills, LPAs, Trusts, and client care — at your own pace.
Once you've completed the training, take our written exam. It's designed to confirm you have the knowledge and competence to serve clients safely and professionally.
Pass the exam and you're in. You'll receive our "Safe to Do Business With" badge, get listed on our accredited members page, and gain a mark of trust your clients can rely on.
We've seen how other organisations operate. Expensive memberships, endless CPD requirements, and hoops to jump through that take you away from what you do best — helping clients. We do things differently.
Just starting out? Complete the free training and get accredited before you see your first client. Start your career with credibility from day one.
Already working in the industry? Take the exam to validate your knowledge and give your clients extra confidence in your abilities.
Get your whole team accredited. Show clients that every person in your business has been trained and tested to the same standard.
Yes. The training on Become an Estate Planner is completely free. The exam is free. The accreditation is free. There are no hidden costs or upsells.
The written exam covers the core areas of estate planning — Wills, Lasting Powers of Attorney, Trusts, and professional client care. It's designed to confirm you have the knowledge to serve clients safely and competently.
No. Once you're accredited, you're accredited. There are no membership fees, no annual renewals, and no mandatory CPD requirements. We believe in keeping things simple so you can focus on helping clients.
You can still take our exam and get accredited. It's not about replacing other qualifications — it's about giving your clients an additional, visible mark of trust they can verify.
You can retake it. We'll let you know which areas to revisit, and you can have another go when you're ready. The goal is to help you get accredited, not to catch you out.
Start the free training today. Once you've completed it, you can take the written exam and earn your accreditation.
