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Getting Started
How to Become a Will Writer in the UK (2026 Guide)
Everything you need to know about starting a will writing business, from training to your first client.
Features
Everything you need to run your estate planning business
Willo replaces your scattered tools with one powerful platform. Draft documents, manage clients, send emails and collect payments — all in one place.
Will & LPA Drafting
Create professionally formatted Wills, Lasting Powers of Attorney, Trusts and Severance documents with guided questionnaires. Save progress and resume anytime.
Client Management
Full CRM with client profiles, family trees, asset tracking, document history, notes and a visual progress pipeline from enquiry through to completion.
Email & SMS Integration
Connect your own domain email via IMAP/SMTP. Send emails and SMS campaigns directly from Willo. Use customisable templates for professional communication.
Invoicing & Payments
Create branded invoices, track expenses, export PDF reports and collect payments via GoCardless Direct Debit. Full accounting dashboard built in.
Video Meetings
WILLO HOLA video messaging lets you meet clients remotely. Schedule meetings, send calendar invites and manage your appointment diary in one place.
NEW
Ask Willo AI
Your 24/7 AI assistant. Get instant guidance on any Willo feature, answers to estate planning questions, and draft or reply to client emails in seconds. Learn more →
Plus: Ask Willo AI · Follow-up Hub · Calendar · Quote Builder · Email Campaigns · SMS Campaigns · Knowledgebase · Support Tickets · Notifications · Custom Branding · Will Design Editor · Client Portal · Fact Find · Progress Tracking · Data Export
See It In Action
Built for estate planners who mean business
Explore the platform that hundreds of UK professionals trust every day.
Why Willo Wins
See how Willo stacks up against the competition
We built Willo to fix what the industry gets wrong. No hidden fees. No gatekeeping. No lock-in.
| Feature | Willo | Arken | WillSuite |
|---|---|---|---|
| Monthly Price | £150/mo | From £107/mo (10 docs only) | £150/user/mo |
| Document Limit | ✓ Unlimited | Capped (10–100/mo) | Per-document pricing tiers |
| Contracts | ✓ No contracts | Annual commitments | Rolling monthly |
| Accreditation Required | ✓ None needed | Professional firms only | SWW/IPW endorsed |
| Email Integration (IMAP) | ✓ Own domain | ✗ | Office 365 only |
| SMS Campaigns | ✓ Built-in | ✗ | SMS reminders only |
| Video Meetings | ✓ WILLO HOLA | ✗ | ✗ |
| Invoicing & Accounts | ✓ Full suite | ✗ | Basic invoicing |
| AI Assistant | ✓ Ask Willo AI | ✗ | ✗ |
| Free Training | ✓ Via Project Will | ✗ | ✗ |
| GoCardless Payments | ✓ | ✗ | ✗ |
Simple Pricing
One plan. Everything included.
No per-document fees. No add-on charges. No surprises. Just one flat rate that covers everything.
Most Popular
Get Your Free Demo
Willo Professional
Everything you need to run your estate planning business
£
150
/month
No contracts · Cancel anytime · Unlimited usage
✓
Unlimited will, LPA and trust documents
✓
Full CRM — client management, family trees, assets
✓
Email integration with your own domain (IMAP/SMTP)
✓
SMS campaigns and email campaigns built in
✓
Invoicing, expense tracking and GoCardless payments
✓
Video meetings with WILLO HOLA
✓
Calendar, follow-ups and appointment scheduling
✓
Custom branding — will design, invoices, emails and quotes
✓
Ask Willo AI — 24/7 software guidance, estate planning answers and email drafting
✓
Knowledgebase with video training and tutorials
✓
Free training through Project Will — no accreditation needed
✓
Priority support via built-in ticket system
The Project Will Story
Anyone can become an estate planner
Most software providers in the will writing industry require you to be accredited, hold membership of professional bodies, or have formal qualifications before you can even use their platform.
We think that’s wrong. Project Will has been supporting estate planners since 2009. We believe anyone with the drive to help families protect their future should have access to professional tools — without gatekeeping.
Free Training
We train you for free through Project Will. No expensive courses, no mandatory memberships.
Start Your Business
From first login to first client — we give you everything you need to launch your estate planning business.
Community Support
Join our WhatsApp network of 500+ UK estate planners for peer support, shared experiences and growth.
Project Will by the Numbers
2009
Founded
500+
Professionals Supported
10K+
Documents Processed
£0
Training Cost
Services include
Software · Print & Post · Full-Service Drafting · Website Building · Marketing Support · Business Consultancy
Testimonials
Trusted by estate planners across the UK
Hear from professionals who switched to Willo and never looked back.
★★★★★
“Willo has completely transformed how I run my business. Drafting wills used to take me hours — now it’s minutes. The whole platform has paid for itself many times over.”
★★★★★
“I left a competitor that charged me £300/month for less features. Willo gives me everything — CRM, email, invoicing, video meetings — for half the price. And no contracts. It’s a no-brainer.”
★★★★★
“Project Will trained me from scratch and Willo gave me the tools to build a real business. No other provider would have taken me on without qualifications. I now serve 50+ clients.”
Resources
Latest from the Willo blog
Expert guides, industry insights and practical advice for will writers and estate planners.
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Business Growth
Estate Planning Marketing Ideas That Actually Work
Practical, low-cost marketing tactics to grow your estate planning business in 2026.
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Industry
Will Writing Software Compared: Willo vs Arken vs WillSuite
An honest comparison of the UK’s leading will writing software platforms for 2026.
FAQ
Frequently asked questions
Ready to grow your estate planning business?
Join 500+ UK professionals who trust Willo to run their business. Book your free demo today — no obligation.
Or email support@projectwill.co.uk