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Estate Planning Resources & Guides

Expert advice, industry insights, and practical guides from the UK's leading estate planning experts.
Everything you need to succeed in estate planning.

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Career Guides

How to become an estate planner, salary expectations, and career progression

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Estate Planning

Practical guides to wills, inheritance tax, trusts, and LPAs

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Business Building

Marketing, pricing, client acquisition, and practice management

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WILLO Software

Tutorials, updates, and tips for maximizing WILLO software

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Featured Articles

Our most popular and comprehensive guides

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How Much Do Estate Planners Earn in 2024?

Comprehensive salary analysis, regional differences, and income potential for UK estate planners

Career Guide 15 min read
Key Insights:
  • • Average salary: £45K-£85K
  • • Top 10% earn £120K+
  • • Self-employed earn 60% more
Read Full Guide
Essential Guide

Estate Planning Process: Complete 2024 Guide

Step-by-step guide to the entire estate planning process for UK residents

Estate Planning 25 min read
What You'll Learn:
  • • 7-step estate planning process
  • • Legal requirements & deadlines
  • • Common mistakes to avoid
Read Guide
Business Guide

Launch Your Estate Planning Practice in 30 Days

Complete blueprint for starting your estate planning business from scratch

Business Building 20 min read
Includes:
  • • 30-day action plan
  • • Marketing templates
  • • Pricing strategies
Get Started

Career Development Guides

Everything you need to build a successful estate planning career

Getting Started

Salary & Earnings

Training & Development

Free Resources & Downloads

Professional templates, checklists, and guides - completely free

Ultimate Estate Planning Guide

47-page comprehensive guide covering everything from wills to inheritance tax

Download Free

Estate Planning Checklist

Complete checklist ensuring nothing is missed in the planning process

Get Checklist

IHT Calculator

Calculate potential inheritance tax liability with our free tool

Use Calculator

Business Plan Template

Ready-to-use business plan template for estate planning practices

Download Template

Client Email Templates

Professional email templates for client communication

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Pricing Guide

Complete guide to pricing your estate planning services competitively

View Guide

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