Honest answers to the most common questions about becoming an estate planner and our training program.
The training is 20 hours delivered over 2 weeks (2 hours per day, Monday to Friday for 2 weeks). Sessions run in the evenings to accommodate people who are currently working.
Training groups run every month with a maximum of 8 people per group for personalized attention and quality interaction.
The 20-hour curriculum covers everything you need to start practicing:
See the full day-by-day breakdown on our Course Details page.
Online via Zoom. This means you can train from anywhere in the UK without travel costs or time. Sessions are interactive with screen sharing, breakout rooms, and practical exercises.
All sessions are recorded, so if you miss a day due to illness or emergency, you can catch up by watching the recording.
Sessions run at consistent times (typically 7pm-9pm) Monday to Friday for 2 weeks. If this schedule doesn't work for you, contact us about future daytime or weekend groups if there's sufficient demand.
All sessions are recorded, but live attendance is strongly recommended for best learning outcomes and to ask questions in real-time.
There's no exam to "pass" or "fail." This is practical, skills-based training. You complete exercises during the training, and at the end, you'll have the knowledge and resources to start practicing.
If you struggle with any area, we provide additional support and resources. The goal is for everyone to succeed.
Yes, absolutely. After completing training, you get:
We succeed when you succeed, so we're invested in your long-term career.
No, you don't need legal qualifications.
Estate planning (writing wills, drafting LPAs, probate support) is not a reserved legal activity in the UK. This means anyone can practice without:
You do need: proper training (like ours), professional indemnity insurance, and competence in relevant law.
Upon successfully completing our training, you receive:
These credentials demonstrate you've been trained by a real, operating estate planning company with hundreds of clients.
No, membership is not required to practice. However, some estate planners choose to join organizations like:
Reality check: Membership adds credibility but costs £100-£500+ annually. Many successful estate planners don't join any professional body and still build thriving practices. Decide based on your local market and client expectations.
You don't need legal knowledge (we teach you that), but you do need:
Backgrounds that work well: customer service, education, healthcare, finance, sales, administration.
No! Estate planning suits all ages:
Some clients actually prefer mature estate planners who've experienced life events like marriage, children, inheritance, and loss.
Realistic earnings breakdown:
Part-Time (5-10 clients/month):
Average fee: £450 per client
Monthly income: £2,250-£4,500
Annual: £27,000-£54,000
Full-Time (10-20 clients/month):
Average fee: £500 per client
Monthly income: £5,000-£10,000
Annual: £60,000-£120,000
⏰ Reality Check: Timeline Matters
Most new estate planners take 3-6 months to get their first clients and 12-18 months to build a sustainable full-time income. Year 1 earnings are typically £10,000-£25,000 while you build your client base and reputation.
Yes, significant demand:
The challenge isn't demand - it's marketing yourself effectively to reach those who need your services.
Absolutely! Estate planning is perfect for part-time work:
Many successful estate planners work 10-15 hours per week earning £1,500-£3,000+ monthly.
This is our differentiator. We don't just train you and wave goodbye. We help you secure your first client through:
Our business (Project Will) serves hundreds of clients using these exact methods. We know what works.
Yes! Employment options include:
Employed roles typically pay £25,000-£45,000 depending on experience and location. Your "Safe to Do Business With" certification proves you're properly trained to employers.
Small towns can actually be ideal. Here's why:
As long as your town has 5,000+ people, there's typically sufficient demand to build a part-time or full-time practice.
£995 - that's it.
What's included:
No hidden fees. No ongoing membership costs required.
After 2 months, Willo software costs £199/month.
Important: This is optional. You only continue if:
You're not locked in. Some graduates use alternative software, some use paper-based systems, some build their own templates. The choice is yours.
We're removing the old barrier where you had to pay monthly software fees before you had clients. Now you get 2 months free to build your business first.
Essential startup costs:
Total startup: £995 training + £300-£1,200 business setup = £1,300-£2,200
💡 ROI Reality Check
At £450 average per client, you need just 3-4 clients to break even on all startup costs. Most new estate planners achieve this within 3-6 months.
Contact us to discuss payment plan options. We want the training to be accessible to serious career changers, so we're willing to work with you on payment terms.
Typical monthly costs for a practicing estate planner:
Total: £67-£510/month depending on your choices.
Remember: Just 2-3 clients per month at £450 average covers all these costs plus profit.
Project Will Ltd is a registered UK limited company that has been trading in estate planning since 2020.
We're not just trainers - we're a real, operating estate planning business that:
When we train you, we're teaching you the exact systems we use daily in our own business. We're not teaching theory - we're teaching proven practice.
Great question. Here's our honest answer:
The UK estate planning market is massive - 60% of adults don't have wills. There's more than enough demand for everyone. We're not worried about competition; we're focused on raising industry standards.
Our real motivation: We wanted to remove the barriers to entry. The old model was:
This was designed to keep people paying, not to help them succeed. We've built something different: quality training at a fair price with no ongoing fees required.
Honest answer: We're new to training.
We launched our training program recently because we wanted to share what we've learned building a successful estate planning business since 2020.
Training groups run every month with a maximum of 8 people per group. We're deliberately keeping numbers small to ensure quality and personalized support.
What we lack in training history, we make up for in real-world experience: hundreds of actual clients, a proven 70%+ sales conversion rate, and daily hands-on practice in the field.
Upon completing training, you receive the lifetime "Safe to Do Business With" certification badge.
This badge:
It's a professional credential that demonstrates credibility from day one of your new career.
For training:
For practicing:
No special equipment needed - most people already have everything required.
Not legally required to practice as an estate planner.
However, getting a DBS check (£40-£60) is recommended because:
We can guide you through the process if you decide to get one.
Our training covers England & Wales law.
If you're in Scotland or Northern Ireland, contact us about specialized training for those jurisdictions.
We're committed to inclusive education. We provide:
Contact us before enrolling to discuss your specific needs - we'll work with you to ensure you can succeed.
Estate planners handle personal data and must comply with GDPR.
Our training covers:
The Willo software includes GDPR-compliant features and templates to make compliance straightforward.
This is exactly what we teach you. Proven methods include:
We share our exact 70%+ conversion sales process and help you implement it in your local market.
Good news: Estate planning isn't "selling" in the traditional sense.
It's consultative - you're:
Most people who "hate sales" find estate planning completely different. You're helping people, not pushing products. If you can have empathetic conversations, you can do this.
Can't find the answer you're looking for? We're here to help with honest, transparent answers about your new career.