Wills
Simple wills, mirror wills and complex testamentary trusts. Guided questions mean nothing gets missed.
Software
Cloud-based estate planning software trusted by hundreds of UK professionals. Wills, LPAs, Trusts and Letters of Wishes — guided end to end, validated as you go, and handed straight to fulfilment.
01 / What it drafts
Simple wills, mirror wills and complex testamentary trusts. Guided questions mean nothing gets missed.
Health & Welfare and Property & Financial Affairs LPAs, populated ready for submission to the Office of the Public Guardian.
Property protection, life interest and discretionary trusts. Complex structures handled through the same guided flow.
Guidance letters, funeral wishes and digital asset instructions — the personal detail families actually read.
02 / How it works
Works with the rest of it
Willo is the front door to everything else we run — fulfilment, drafting overflow, and the Custodian will deposit service. Nothing needs re-keying between them.
See the services →Free with accreditation
Accredited members get a Willo licence, the community and the training. Accreditation itself costs nothing.
How accreditation works →03 / Who uses it
Solo practitioners and small firms handle more clients without hiring. The automation pays for itself in evenings you get back.
Firms run Willo inside their private client department for faster turnaround and fewer drafting errors.
Expanding into LPAs and trusts is where most will writers stall. The guided workflow makes that work manageable.
04 / Questions
We would say Willo, and we built it, so weigh that accordingly. What makes it different is scope and origin: it covers Wills, LPAs, Trusts and Letters of Wishes in one place, it was written by people who draft for a living, and it hands finished documents to a fulfilment service rather than leaving you at the printer.
Yes — both Health & Welfare and Property & Financial Affairs, populated ready for submission to the Office of the Public Guardian.
No. But accreditation is free, and members get the Willo licence alongside the training and community, so most practitioners take both. How accreditation works.
Yes. Call 0333 049 5033 and we will book you a walkthrough with someone who uses it daily. It is not a scripted demo.
Visit the platform, or have a walkthrough booked in for a time that suits you.