Willo is cloud-based estate planning software built for UK professionals. Guided workflows, built-in compliance, and seamless client management — everything you need to work faster and smarter.
Willo handles the entire drafting process — from client intake to final documents. No more switching between systems or wrestling with Word templates.
Simple wills, mirror wills, and complex testamentary trusts. Guided questions ensure nothing gets missed.
Health & Welfare and Property & Financial Affairs LPAs. Auto-populated forms ready for OPG submission.
Property protection trusts, life interest trusts, discretionary trusts, and more. Complex structures made simple.
Guidance letters, funeral wishes, and digital asset instructions. The personal touches that matter to families.
Step-by-step questions that mirror how you'd take instructions in person. Nothing gets forgotten, and the flow makes sense to clients too.
Automatic validation catches errors before they become problems. Documents are checked against current legislation and OPG requirements.
Track every client, every document, every interaction. Built-in CRM features mean you don't need separate systems.
Work from anywhere — home, office, or client meetings. Your data is secure, backed up, and accessible on any device.
Click a button and we'll print, bind, and post documents directly to your clients. Professional presentation without the admin.
Legislation changes? We update Willo. You never have to worry about using outdated templates or missing new requirements.
Solo practitioners and small firms use Willo to handle more clients without hiring more staff. The automation pays for itself.
Law firms integrate Willo into their private client departments. Faster turnaround, fewer errors, happier clients.
Will writers expanding into LPAs and trusts use Willo to confidently offer new services. The guided workflow makes complex work manageable.
"Before Willo, drafting a pair of LPAs took me nearly two hours. Now I can do them in twenty minutes. The time saving alone has transformed my business — I'm serving twice as many clients with less stress."
Visit the Willo platform to learn more, or give us a call to book a personalised demo.
