About Project Will

Project Will Ltd is a registered UK limited company that has been trading in estate planning since 2020. We write wills, draft Lasting Powers of Attorney, plan trusts, and guide families through estate administration — for real clients, every single day.

Over the years, we've served hundreds of clients and built a proven sales process that converts over 70% of our leads. We're not just trainers who haven't drafted a will in years — we're active practitioners who know what works in the real world.

Why does this matter for your training? Because we teach exactly what we do every day — not outdated theory. Our training reflects current client expectations, modern marketing approaches, and the actual sales techniques that convert 70%+ of prospects into paying clients.

📌 Our Mission

To provide honest, comprehensive estate planning training that gives people everything they need to build a successful practice — including the software, support, and hands-on help to land their first paying client.

The Problem We Saw

Before launching this training, we looked at what was available in the UK estate planning industry. We found massive barriers to entry:

• Expensive Courses — £2,000-5,000+ just for basic training
• Mandatory Memberships — £300-400+ annual fees to remain "accredited"
• Software Gatekeeping — Can't access professional software without joining expensive clubs
• Slow Timeline — Traditional programs take 6-12 months before you can start earning
• Theory-Heavy — Lots of legal theory, not enough practical business guidance
• Abandoned After Training — You pass the course, then you're on your own to figure out how to get clients

These barriers prevent good people from entering a profession where they could genuinely help families. We wanted to change that.

Our Approach: Removing Barriers to Entry

We built a training program that removes the traditional barriers and allows for quick and swift career change:

• One-Time Payment — £995 and you're done. No ongoing membership fees ever.
• Fast Track — 20 hours over 2 weeks. Start earning within a month of completing training.
• No Software Gatekeeping — 2 months of Willo software included, then affordable ongoing pricing (no mandatory memberships required)
• Practical Focus — We teach you the 70%+ conversion sales process we actually use in our business
• First Client Support — We actively help you land your first paying client through our network and proven strategies
• Professional Certification — Upon completion, receive your lifetime "Safe to Do Business With" badge for credibility
• Ongoing Community — Join a community of estate planners who support each other

Willo is the estate planning software we built for ourselves — and now make available to our training students.

Why We Built Willo

When we started our estate planning practice, we tried several existing software solutions. They were either:

• Too expensive (£300-500/month for small practices)
• Too complicated (designed for solicitors, overly complex)
• Too basic (glorified Word templates with no client management)
• Outdated (clunky interfaces, no modern features)

So we built Willo — estate planning software designed specifically for modern will writers and estate planners.

What Willo Does

• Will Drafting — Generate legally compliant wills (simple, mirror, with trusts) in minutes
• LPA Forms — Complete Property & Finance and Health & Welfare LPA forms efficiently
• Client Management — Track clients, appointments, document status, and communications
• Document Storage — Securely store client documents and wills in the cloud
• E-Signatures — Collect client signatures electronically when appropriate
• Templates & Clauses — Pre-built templates and clause libraries for common scenarios
• Mobile Friendly — Access from phone or tablet during client visits

💡 Why This Matters for Training

You're learning on the same professional software you'll use with real clients. No transition period, no learning a new system after training. You finish your course already familiar with your primary business tool.

In the interest of transparency, here's what we're not:

When you train with Project Will, you're not just getting a course — you're getting:

We succeed when you succeed. It's that simple.

Build Trust From Day One

Upon successfully completing our training, all members receive the lifetime "Safe to Do Business With" certification badge. This professional credential: