Trusted by 500+ Estate Planners

Stop Paying for
Multiple Expensive Tools

WILLO combines CRM, Client Portal, Email Marketing, and Document Generation into one powerful platform.
One monthly price. No hidden fees. No limitations.

500+
Estate Planners
10,000+
Documents Generated
£1000s
Saved Monthly

The Problem with Traditional Estate Planning Software

Are you tired of juggling multiple expensive subscriptions?

CRM Software

£50-£150/month

For managing client relationships and prospects

Email Marketing

£30-£100/month

For sending newsletters and automated emails

Client Portal

£40-£120/month

For secure document sharing with clients

Document Builder

£60-£200/month

For generating Wills and LPAs

Total Monthly Cost: £180 - £570+

Plus the time wasted switching between different platforms

WILLO: Everything You Need in One Place

Stop wasting money and time on multiple subscriptions

One Simple Price Contact for Pricing Save £1000s per year

Everything You Need to Run Your Estate Planning Business

All included in one affordable monthly subscription

Will & LPA Builder

Generate professional documents instantly

  • Interactive questionnaire
  • Live document preview
  • Unlimited revisions
  • PDF generation
  • OPG-compliant LPAs
  • Signing instructions
  • Document templates

Business Tools

Run your practice efficiently

  • Appointment scheduling
  • Task management
  • Billing & invoicing
  • Payment tracking
  • Business analytics
  • Multi-user access
  • Custom branding

Support & Training

We're here to help you succeed

  • Dedicated onboarding
  • Video tutorials
  • Live chat support
  • Email support
  • Regular updates
  • Feature requests welcome
  • Free training sessions

WILLO vs. Traditional Solutions

See why estate planners are switching to WILLO

Feature
Multiple Tools
WILLO
Monthly Cost
£180 - £570+
One Low Price
CRM & Client Management
Extra cost
Included
Client Portal
Extra cost
Included
Email Marketing
Extra cost
Included
Document Generation
Extra cost
Included
Data Syncing
Manual work
Automatic
Support
Multiple contacts
One team
Updates & Maintenance
Multiple logins
Seamless

Why Estate Planners Love WILLO

Save Thousands

Stop paying for CRM, email marketing, client portals, and document builders separately. Get everything in one affordable price.

Save Time

No more switching between different platforms. Everything you need is in one place, saving hours every week.

Grow Faster

Automated workflows and integrated tools help you serve more clients without hiring more staff.

Delight Clients

Professional client portal, instant updates, and seamless communication create exceptional client experiences.

Stay Compliant

Built specifically for UK estate planning with OPG-compliant documents and secure data handling.

Work Anywhere

Cloud-based platform works on any device. Access your business from your office, home, or on the go.

Trusted by Estate Planning Professionals

★★★★★

"WILLO has completely transformed my practice. I was spending over £400/month on various tools. Now I have everything I need for a fraction of the cost. The time savings alone are worth it."

TC
Thomas Clarke Estate Planning Specialist, London
★★★★★

"The client portal is a game-changer. My clients love being able to access their documents 24/7 and track progress in real-time. It's made my business look so much more professional."

EW
Emily Watson Solicitor, Manchester
★★★★★

"I can't believe I waited so long to switch. The email marketing features alone have helped me double my client base. Everything just works together seamlessly."

DM
David Morrison Estate Planner, Birmingham

Ready to Transform Your Estate Planning Business?

Join 500+ professionals who have already made the switch to WILLO

No long-term contracts
Free onboarding & training
30-day money-back guarantee
Data migration included
Monday - Friday: 9am - 8pm | Weekends: 9am - 6pm