Is the course really free?

Yes, completely. No hidden fees, no credit card required. The free training covers wills, LPAs and trusts in full — the same content other UK providers charge £600–£1,000 for. We give it away because we make our money from the optional coached programme that comes after.

Do I need any qualifications?

No formal qualifications needed. Will writing is unregulated in the UK. What matters is proper training — which we provide.

How long does the course take?

Most people complete it in 2–4 weeks, studying a few hours per week. It's self-paced, so you can go faster or slower.

What's the difference between the free course and the coached programme?

The free course teaches the legal knowledge — wills, LPAs and trusts. The coached programme is the optional next step that teaches the sales and business side: how to find clients, charge properly, and build a real estate planning business stage by stage. £199/month for four months, then £99/month for WILLO ongoing.

Can I do this part-time?

Absolutely. Most of our students run it 3–4 hours a day, 3 days a week, around other commitments. You choose your own hours.

What if I just want the free training and stop there?

Brilliant. Plenty of people do — they use what they learn to look after their own family's documents in WILLO. There's no pressure to progress to the coached programme.

Part 1 · Free forever

The free course — try it before you commit

We built it specifically so you can dip your toe in without spending a penny. Take 2–4 weeks, find out if estate planning is genuinely for you, and only progress when both you and we are confident you'll succeed.

Or read about the coached programme

500+ trained · No card required · No follow-up calls if you decide not to progress

Modules

10+

Hours of training

£0

Cost

2–4

Weeks self-paced

Why is it free?

No cost risk. No pressure. No catch.

Most courses charge you £600–£3,000 to find out whether estate planning is the right career for you. We flipped that — because the wrong career match for you is the wrong outcome for us too.

Zero cost risk for you

The legal training is identical to what other UK providers charge £600–£1,000 for. You pay nothing. Take 2–4 weeks, see if estate planning is genuinely something you want to do, and walk away if it isn't.

A two-way fit test

You find out if this career is right for you. We find out who's serious enough to build a business with us. Both of those answers matter, and both are easier to get to when nobody's lost £600 finding out.

We won't progress someone we don't believe in

After the free course, you decide if you want to take it further. So do we. If we don't think the coached programme is right for you, we'll say so. Better honest now than a £700 mistake later.

The curriculum

What's actually inside the free course

Six modules. The full legal foundation other UK providers charge £600–£1,000 for. By the end you'll know more about wills, LPAs and trusts than 95% of the public ever will — and you'll know whether you want to make a career of it.

Introduction to Estate Planning

How the UK industry actually works, who the players are, and what a real estate planning practice looks like day to day. Understand what estate planning is and whether this career is right for you.

1h 5m

Understanding Wills

Everything about wills — types, components, execution, and common client scenarios. The same legal content other UK providers charge £600+ to teach.

3h 15m

Lasting Powers of Attorney

Both types of LPA — property & financial and health & welfare — plus the OPG registration process step by step. The fastest-growing area of estate planning and a major revenue stream for your business.

2h 25m

Trusts & Estate Planning

Property protection, life interest and discretionary trusts — when each is right and how they fit alongside a will — plus the inheritance tax basics every planner needs.

2h 15m

The Software That Does the Paperwork

Last on purpose. Once you know what a will, an LPA and a trust actually are, you see how quickly a finished professional document comes out the other end — in the same software our practising planners use every day, at £99 a month.

1h 22m

What you get

Everything that's included

Self-paced lessons

Take 2–4 weeks, or longer. There's no clock.

Written reference notes

For every module, the bits worth coming back to.

Practical exercises

Real client scenarios to think through, not just multiple choice.

Module assessments

Quizzes that show you what's landed and what hasn't.

Optional accreditation

Project Will accreditation on completion if you want it.

Free 1-to-1 Zoom call

With Alex, to plan your business start-up and decide what's next.

After the free course

You finish. Then you decide.

By the end of the five modules you'll have the same legal foundation other UK providers charge four figures for. From there, three honest options:

Stop here

Many students take the free course purely to look after their own family's documents, or to satisfy genuine curiosity about a possible career change. That's a legitimate finish — keep the knowledge, walk away, no follow-up calls.

Most build a business

Progress to the coached programme

If after the free course you want to build a real estate planning business — and we believe you can do it — the next step is the four-month coached programme. £700 upfront or £199/mo × 4. Sales, business setup, 1-to-1 support.

See the coached programme

Take it elsewhere

You're welcome to use what you've learned to apply for membership at SWW or IPW. We're not here to lock you in. Many of our graduates eventually do both — our training and one of the membership bodies.

Whichever you pick, the free course is yours either way. We'll never pressure you into the next step — and we won't progress someone into the coached programme if we don't think they can do it.

Start the free course today.

No card. No catch. Take the legal training, decide if estate planning is for you, and only progress to the coached programme if both you and we agree it's the right next step.

Or call Alex on 0333 049 50335.0 on Google