Trusted by 500+ UK professionals

The smarter way to run your estate planning business

Draft wills, LPAs and trusts in minutes. Manage clients, generate leads and grow your business — all from one platform. No contracts. No accreditation needed.

£150
per month, unlimited
£5
per qualified lead
0
contracts required
Willo estate planning software dashboard showing calendar, task management and client overview
New Lead Received Just now · £5.00
4.9/5 Rating 50+ Reviews
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, collect payments and generate leads.

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 lead through to completion.

Lead Marketplace

Receive qualified will writing leads directly into your prospect list for just £5 each. Toggle on, sit back and watch your pipeline grow.

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.

Plus: 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.

Willo dashboard with calendar overview, priority tasks and meeting management
Willo client portfolio management with search, filtering and client cards
Willo document creation interface for wills, LPAs and trusts
Willo lead marketplace showing £5 per lead with instant delivery
Willo accounts dashboard with invoicing, expenses and payment tracking
Willo settings panel with business info, email config, SMS, payments and more
Lead Generation

Will writing leads for £5 each

The average cost of a qualified will writing lead in the UK is £150–£700. With Willo, you get them for £5. That’s not a typo.

£5 per qualified lead
Leads delivered straight to your Prospects list
Email notification for every new lead
Invoiced monthly — no upfront costs
Toggle on or off anytime — no commitment
Pre-qualified prospects ready for contact
Start Getting Leads
£150–£700
Industry average per lead
£5
Willo per lead
97%
Less than industry average
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
Lead Marketplace £5 per lead Not available Not available
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
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.

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. The lead marketplace alone has paid for itself ten times over. I went from struggling to find clients to having a full diary within weeks.”

JH
James Henderson
Independent Estate Planner, Leeds
★★★★★

“I left a competitor that charged me £300/month for less features. Willo gives me everything — CRM, email, invoicing, leads — for half the price. And no contracts. It’s a no-brainer.”

SP
Sarah Patel
Will Writer, Birmingham
★★★★★

“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.”

MT
Michelle Taylor
Estate Planner, Manchester
Resources

Latest from the Willo blog

Expert guides, industry insights and practical advice for will writers and estate planners.

FAQ

Frequently asked questions

Do I need qualifications or accreditation to use Willo?
No. Unlike competitors that require Society of Will Writers or Institute of Professional Will Writers membership, Willo has zero accreditation requirements. We provide free training through Project Will to help you get started, regardless of your background.
Is there a contract or minimum commitment?
No contracts whatsoever. Willo is a rolling monthly subscription at £150/month. Cancel anytime with no penalties or early termination fees.
How do the £5 leads work?
Simply toggle on the Lead Marketplace in your Willo dashboard. Qualified will writing leads are delivered directly to your Prospects list for £5 each. You receive an email notification for every new lead. Leads are invoiced monthly — no upfront payment required.
What documents can I create?
Willo supports Wills (single and mirror), Lasting Powers of Attorney (health and financial), Trusts, Severance documents, Letters of Wishes and more. All documents use guided questionnaires with auto-save so you can work at your own pace.
Can I use my own email domain?
Yes. Willo supports full IMAP/SMTP email integration so you can send and receive emails using your own business domain directly within the platform. No need for separate email software.
How does Willo compare to Arken and WillSuite?
Willo offers unlimited documents for £150/mo with no contracts, while Arken starts at £107/mo for just 10 documents (with expensive add-ons) and WillSuite costs £150/user/mo. Only Willo includes a built-in lead marketplace (£5/lead), full email/SMS integration, video meetings, invoicing and free training. See the full comparison above.

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