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Services

Everything that happens after the meeting.

You are best at sitting with a client and working out what their family needs. Most of what follows is admin. We take it off your desk — under your name, at your pace, on the cases you choose.

Our services

01

Print & post

We print, professionally bind and post completed documents straight to your client. Your branding, first-class delivery, no trips to the post office.

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02

Full-service drafting

You take instructions and hand the case over. We draft the documents, handle client queries and manage it through to completion so you get paid sooner.

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03

Custodian will deposit

Every will checked for correct signing, dating and witnessing, then lodged with HM Courts and Tribunals Service. One-off £79 for that will, certificate back to the client.

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04

Website building

Hand-coded sites that rank locally. When someone searches for a will writer in your town, you want to be the name they find.

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05

Marketing support

Referral partnerships, local campaigns and the client acquisition approaches that genuinely work in estate planning rather than in general small business advice.

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06

Business consultancy

Pricing, process, positioning, capacity. We look at the whole practice, tell you what is holding it back, then help you fix it.

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07

The Executor Pack

A produced document pack giving your client's executor accounts, contacts, wishes and digital assets in one place. Offer it alongside every will; we handle production and you earn on every sale.

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And the software

Willo

All of the above starts in Willo. Draft the document, then send it to print, to drafting, or to Custodian without re-keying anything.

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Not sure which of these you actually need?

Call and we will have an honest conversation about what would help your practice — including telling you when the answer is nothing.