Training Available Every Month
Comprehensive training in wills, LPAs, trusts, and probate — with 2 months of professional Willo software included. Created by Project Will, an actual operating estate planning company.
Plus your first customer on us: We help you get your first client
Most training providers teach theory and send you on your way. We give you everything you need to actually run an estate planning business.
Not just training — you get Willo estate planning software (worth £150-300/month), marketing materials, templates, and ongoing support. Everything to start earning immediately.
Project Will is an actual operating estate planning company. You're learning from people actively working in the field, not just trainers who haven't written a will in years.
Will writing, Lasting Powers of Attorney, trust planning, probate guidance, business development, and client acquisition. Full-spectrum estate planning education.
Maximum 8 people per group ensures you get individual attention, can ask questions, and build relationships with fellow estate planners.
2 months free access to Willo (worth £300-600) — professional estate planning software that handles wills, LPAs, and client management from day one.
We don't just train you and leave. We actively help you get your first paying client through our network, marketing support, and proven strategies. Your success is our success.
Join a community of estate planners. Get ongoing support as you build your practice. You're not alone after the course ends.
Low barrier to entry, growing demand, genuine value to clients
The UK has an aging population. More people need wills, LPAs, and estate planning than ever before. This demand is only increasing.
You don't need to be a solicitor to become an estate planner. With proper training and dedication, anyone can build a successful estate planning practice.
Once established: £35,000-£60,000+ annually is achievable. Getting there takes time and effort to build your client base, but the earning potential is real.
Note: Earnings vary based on effort, location, and business development. This is not a get-rich-quick opportunity.
Work from home, set your own hours, be your own boss. Many estate planners start part-time while keeping their current job, then transition to full-time.
You're helping families protect their loved ones, avoid probate complications, and ensure their wishes are honored. This is meaningful work.
Be honest with yourself: Most new estate planners take 3-6 months to get their first clients, and 12-18 months to build a sustainable full-time income. This training gives you the tools and knowledge — but success requires your effort in marketing and business development.
Comprehensive training covering all aspects of estate planning
One price. Everything included. No hidden fees.
One-time investment in your career
💡 What's NOT Included (being honest)
After 2 months, Willo software costs £150-300/month (you choose your plan). Professional indemnity insurance is your responsibility (£300-600/year). You'll need to invest time in marketing to get clients.
Limited to 8 people per group for quality
If you charge £450 per client (UK average for mirror wills + LPAs), you need just 3 clients to cover your training cost.
Most established estate planners serve 5-15 clients per month once their business is running.
Created by Project Will — an operating estate planning company
Project Will is an active estate planning company. We write wills, LPAs, and estate plans for real clients every day. This isn't theoretical knowledge — it's what actually works in practice.
We built Willo, our estate planning software, because we needed a better tool for our own work. Now we're sharing both our software and our knowledge with people who want to enter this profession.
We run training groups monthly with a maximum of 8 people per session. This ensures quality instruction and individual attention. We're committed to your success — which is why we actively help you land your first paying client.
Honest answers to what you're probably wondering
No. You don't need to be a solicitor or have a law degree. You do need dedication to learn the material, attention to detail, and genuine desire to help people. We'll teach you everything you need to know.
Honestly? Most people take 3-6 months to get their first clients after training. Some faster, some slower. It depends on your marketing efforts, local market, and network. The training gives you the knowledge — building a client base requires your effort.
No. The UK has an aging population with growing demand for estate planning services. However, like any business, you need to market yourself effectively and provide good service to succeed. There's room for quality practitioners.
After your 2 months free Willo access: software costs £150-300/month depending on plan. Professional indemnity insurance: £300-600/year. Marketing budget varies by your strategy. We're upfront about this — no surprises.
Absolutely. Many estate planners start part-time while keeping their current job, then transition to full-time once their client base grows. The training schedule (2 hours/day for 2 weeks) is designed to be manageable.
We provide hands-on support: connecting you with our referral network, reviewing your marketing materials, helping with your first consultations, and giving you proven lead generation strategies. We're invested in your success from day one.
Book a free 30-minute consultation to discuss whether estate planning is right for you. No pressure, no sales pitch — just honest conversation about the career and our training.
📅 On Your Free Consultation, We'll Discuss:
Or email us at info@becomeanestateplanner.co.uk
🔒 Your information is confidential. We respect your privacy and won't spam you.
You've seen what's included. You understand the investment. Training groups run monthly with only 8 spots per session. If you're ready to explore a career in estate planning with comprehensive training, professional software, and help getting your first client — let's talk.
🔒 Your information is confidential. We respect your privacy and won't spam you.
Training every month • Limited to 8 people per group