Estate planners first. Trainers second.
We practise what we teach. Every week we're sat at kitchen tables doing the work — wills, LPAs, trust conversations, executor packs. The training comes from that, not a textbook. And the programme is the one we wish had existed when we first tried to enter this industry.
How we got here
The Project Will story
Project Will started as an estate planning practice. We spent years building it — learning the work, making mistakes, figuring out which conversations land and which don't. Real clients, real cases, real money on the line.
Along the way, people kept asking the same question: how do I get into this? Some were financial advisors looking to add services. Some were career-changers in their forties or fifties wanting something meaningful. All of them hit the same wall — courses charging £600–£3,000 upfront, teaching the law in a 4-day intensive, then sending you home with a certificate and no clue how to find clients.
We thought we could do better. Not because we're cleverer, but because we're still doing the work. The training comes from this morning's appointments, not a textbook written ten years ago.
So we built it to start free. The first two Foundation modules and two free courses, Set Up Your Business and WILLO with Ease, cost nothing, because cost shouldn't be the thing standing between someone and a useful career. The Foundation course then covers every module, with role-plays reviewed by a trainer, for £299, or £199 if you buy within 5 days of signing up. After that, the add-on courses and the Business Start-Up Package pick up where every other course gives up: taking instructions, getting clients, case support and insurance cover while you launch.
It's the programme we wish had existed when we started. Now we run it.
Who's teaching you
Real planners, not academics
Alex runs the day-to-day and still takes client instructions himself — that's deliberate.
I paid £1,500 for a 4-day course, joined every membership body going, and was left with a certificate and no clue how to find clients. So I built WILLO — the software you'll draft in — and the training programme I wish had existed.
I run Project Will day to day, build the software, and run the training.
Why we built this
Three gaps the industry left open
Every problem this programme solves came from us hitting the same wall ourselves. None of these gaps had to exist.
The training gap
Existing courses were either too theoretical (taught by people who'd never met a real client) or too superficial (a 4-day firehose, then home with a certificate). We wanted something thorough enough to be genuinely useful, and free to start, so cost wasn't the barrier.
The support gap
Every other provider hands you a certificate and waves goodbye. We built our courses so we can stay in support: live training sessions and a student forum on paid courses, and case support on the Business Start-Up Package, with your drafts checked before they go to the client.
The confidence gap
Knowing wills inside out doesn't matter if you freeze in front of a client. The hardest part of this work isn't the law — it's the conversation. That's why recorded role-plays, reviewed by a trainer, sit at the heart of the Foundation course.
How we work
What we actually believe
Four things we put on a page so you can hold us to them.
Honesty
We tell you the truth, even when it costs us. We won't push someone onto a paid course if we don't think it's right for them. Better honest now than a costly mistake later.
Quality over quantity
We'd rather train fewer people well than thousands poorly. Starting free filters for people who genuinely want this; the Foundation course delivers what they actually need.
We don't disappear
Most courses end when the certificate prints. Ours doesn't. Students on paid courses get live training sessions and a student forum, and on the Business Start-Up Package we check your drafts before they go to the client.
Skin in the game
We still take real client instructions ourselves. Every drafting template inside WILLO and every lesson on this site comes from a kitchen table we've sat at this year — not a textbook.
The wider picture
The Project Will ecosystem
One company, one mission: lower the barrier between curious people and a real estate planning career.
BecomeAnEstatePlanner.co.uk
Start free, then the Foundation course, then add-on courses or the Business Start-Up Package. Where students go from "curious" to "running a business that takes real clients".
WILLO
The software our students use to draft wills, LPAs and trusts. Built specifically because every other option was either too expensive or too clunky for new estate planners.
ProjectWill.co.uk
Project Will Ltd is a practising estate planning firm, and the training comes straight from its work: the same client process, documents and software its planners use with real clients.
Want to know if this is for you?
Two free options, both no-obligation. Start free at your own pace, or book a free business call with one of our friendly team and we'll talk through your goals and which option suits you.
Or call Alex on 0333 049 50335.0 on Google (16 reviews)