Three powerful capabilities, one AI assistant
Ask Willo knows the Willo platform inside out and has deep estate planning knowledge to help you work smarter, not harder.
Software Guidance
Ask Willo knows every feature, button and workflow in the platform. Whether you need help setting up email integration, creating a trust document, or configuring your lead marketplace — just ask. It is like having a personal trainer for your subscription, available around the clock.
Estate Planning Expertise
Need to know the difference between a discretionary trust and a bare trust? Unsure about LPA certificate provider rules? Ask Willo draws on deep estate planning knowledge to answer your technical questions accurately, helping you serve your clients with confidence.
Email Drafting & Replies
Write professional client emails in seconds. Ask Willo can draft fresh emails or suggest replies to incoming messages — whether it is a follow-up after a consultation, a reminder about unsigned documents, or a response to a client query. Just describe what you need.
Just type your question and get an instant answer
Ask Willo lives right inside your Willo dashboard. No separate app, no extra login. It understands the context of what you are working on and gives you clear, actionable answers.
Open Ask Willo
Click the Ask Willo icon in your dashboard. It is always there when you need it.
Ask anything
Type your question naturally — about Willo features, estate planning, or email drafting.
Get instant help
Receive a clear, detailed answer in seconds. Copy email drafts straight into your inbox.
Dear [Client Name],
I hope you are well. I am just writing to follow up regarding your Will, which we prepared following our recent consultation. I notice we have not yet received the signed copy back from you.
It is important that the Will is signed and witnessed at your earliest convenience to ensure your wishes are properly protected. If you have any questions about the signing process, please do not hesitate to get in touch.
Kind regards,
[Your Name]
Ways estate planners are using Ask Willo
From everyday software questions to complex estate planning scenarios, Ask Willo is built to help you at every stage.
“How do I create a mirror will?”
Get step-by-step guidance on using any Willo feature, from document creation to invoice management and everything in between.
“What is a property protection trust?”
Ask technical estate planning questions and receive clear, accurate explanations you can rely on when advising your clients.
“Reply to this client about their LPA”
Paste in a client email and Ask Willo will draft a professional, context-aware reply ready to send from your Willo inbox.
“Write an email introducing my services”
Draft outreach emails, follow-ups, appointment confirmations and more — all tailored to the estate planning industry.
“How do I export my accounts to PDF?”
Never waste time searching through help docs. Ask Willo gives you the answer immediately, so you can get back to work.
“Explain severance of joint tenancy”
Brush up on estate planning concepts instantly. Great for newer planners building confidence or experienced ones needing a quick refresher.
Included in your Willo subscription
Ask Willo is available to all Willo subscribers at no extra cost. It is part of our mission to give estate planners the most complete platform in the industry.
Ready to meet your AI assistant?
Book a free demo and see Ask Willo in action. We will show you how it can save you time every single day.