Estate planning software for the whole job, not just the document.

Estate planning software produces and manages the documents a practitioner creates for living clients — wills, Lasting Powers of Attorney, trusts and the paperwork around them — and, in the better systems, the practice around those documents too. Willo is a UK system covering both halves: guided drafting, and the client record, communication, follow-ups and invoicing that surround it. £150 a month for the drafter, unlimited documents, no VAT added, no contract.

The part nobody sells you#

Every provider in this market sells the drafting. It is the demonstrable bit — you can put it on a stand at a conference and show a will appearing. But if you have run a practice for a year you already know that drafting was never the bottleneck.

The bottleneck is the client who said they would think about it and never came back. The signature that sat unwitnessed for five weeks. The invoice you meant to raise. The severance you drafted but never registered. The review appointment you promised in 2024. None of those are drafting problems, and none of them are solved by a faster clause library.

So Willo treats the whole job as one system:

What it drafts#

Wills including mirror wills and testamentary trusts. Lasting Powers of Attorney for both Health and Welfare and Property and Financial Affairs. Trusts — property protection, life interest and discretionary. Severances of joint tenancy. Letters of wishes. All included, all in one price, with no separate trust module.

Full detail on the will writing software page.

What it runs#

• Client CRM — family trees, assets, notes, every document and email on one record
• Client communication — email from your own domain, SMS campaigns, video meetings
• Invoicing and payments — quotes, invoices, expenses, GoCardless Direct Debit
• Print and post — finished packs posted under your branding
• Ask Willo — an assistant inside the software for the "how do I" questions

Who it is for#

Estate planners running a practice single-handed who want to take on more without hiring. Will writers moving into trusts and LPAs. Private client departments wanting faster turnaround and fewer drafting errors. Financial advisers and accountants adding estate planning to what they already do for the same clients. And people who finished training last month with nothing but a laptop.

There is a page for each: estate planners, will writers, solicitors, financial advisers, accountants, starting out.

What it costs against the rest of the market#

From each provider's own public pricing page, 14 September 2026. See pricing and the full comparison.

The bit that is not software at all#

Willo is built by Project Will, who have supported UK estate planners since 2009 and now support more than 500 of them. Alongside the software there is free UKRLP-registered training, overflow drafting when you are underwater, print and post, will storage and marketing support — and a phone number answered by people who draft for a living.

Estate planning is a small, scattered profession and most practitioners work alone. The software matters. Not having to work it out alone matters more.