Estate planning can be isolating. Most people work from home, deal with emotional client situations, and have no colleagues to talk to. We've built something different — a real community of people who get it.
Working from home — No water cooler chats, no colleagues to bounce ideas off, no one who understands the work you do.
Heavy topics — You're dealing with death, illness, family conflict. It's emotionally draining and there's no one to debrief with.
No benchmark — Is your pricing right? Are your processes efficient? You've got no frame of reference without peers to compare notes with.
Learning in isolation — When you hit a tricky situation, who do you ask? Google doesn't understand estate planning nuances.
Active groups where estate planners share wins, ask questions, and help each other out. Real conversations with real people, not corporate networking.
Had a difficult client? Hit a technical question? The community has seen it before. Get advice from people who've walked the same path.
People share what's working — marketing approaches, pricing strategies, efficiency tips. Learn from others' experience instead of figuring it all out alone.
"The WhatsApp group has been a lifeline. Last week I had a really tricky LPA situation and posted asking for help. Within an hour I had three people sharing how they'd handled similar cases. Couldn't do this job without it."
"I've been in estate planning for five years and always worked alone. Joining this community made me realise how much I was missing. Just having people who understand what you do makes such a difference."
"Someone in the group shared a referral partner approach that I copied. It's now my biggest source of new clients. That one tip alone has probably added £20k to my annual income."
"It's not just professional support — these have become real friendships. We've had meetups, supported each other through tough times. It's a proper community, not just a networking group."
The community is open to all estate planners, will writers, and solicitors working in private client. Whether you use our services or not, you're welcome to join.
Give us a call or send a message
Quick chat to understand your background
Get added to the WhatsApp groups
Or email support@projectwill.co.uk if you'd rather introduce yourself that way.
Estate planning doesn't have to be lonely. Join a community that supports each other.
Call 0333 049 5033