Estate Planning Career Guides
Free, honest resources to help you understand the estate planning career and make informed decisions about your future.
Salaries & Earnings
Estate Planner Salary UK 2026
Realistic earnings breakdown for estate planners in the UK - part-time vs full-time, employed vs self-employed, year 1 to year 5+, and what factors affect your income.
Will Writer Salary UK 2026
Real earnings data for UK will writers. Part-time and full-time figures, fee structures, expenses, and what to realistically expect at each stage.
Training & Courses
Best Will Writing Courses UK 2026
Compare the best will writing courses in the UK for 2026. Detailed analysis of content, accreditation, support, and which offers the best value.
LPA Specialist Training: Lasting Powers of Attorney
Everything you need to know about specialising in LPAs - what they are, why demand is growing, training requirements, and earning potential.
Trust Basics for Estate Planners
Essential guide to trusts for estate planners - how they work, when to recommend them, and how to explain them clearly to clients.
Inheritance Tax Basics for Estate Planners
Essential IHT knowledge for estate planners - thresholds, exemptions, reliefs, and when to refer clients to specialists.
Probate Services for Estate Planners
Understanding probate services for estate planners - what probate involves, training needed, and whether to add this revenue stream.
Understanding Mental Capacity for Estate Planners
Essential guide to mental capacity - legal framework, practical assessment, and protecting yourself and clients.
Estate Planning Course Comparison UK 2026
Complete comparison of every major estate planning course in the UK. Compare costs, duration, accreditation, and real career outcomes to find the right training for you.
Free Will Writing Courses UK 2026
Discover every legitimate free will writing training option in the UK. From employer-sponsored programmes to free taster courses, find no-cost pathways into estate planning.
Online vs Classroom Estate Planning Training
Complete comparison of online and classroom estate planning training formats. Discover which approach suits your learning style and career goals.
Accredited Estate Planning Courses UK 2026
Complete guide to accredited estate planning courses. Learn which accreditations genuinely matter, which are marketing speak, and how to choose qualifications employers recognise.
Society of Will Writers Training Guide 2026
Everything you need to know about Society of Will Writers training. Courses available, costs, what membership includes, and honest assessment of whether SWW is right for your career.
IPW vs SWW Training Comparison 2026
Complete comparison of Institute of Professional Willwriters (IPW) and Society of Will Writers (SWW). Costs, courses, recognition, and which professional body is right for you.
CTT Training Review: Estate Planning Courses 2026
Independent review of CTT Group estate planning training programmes. Course quality, costs, what graduates say, and honest assessment of whether their training is right for you.
Career Change
Career Change to Estate Planning
Thinking of changing career? Honest guide covering realistic expectations, transferable skills, timeline to earning, and whether estate planning is right for you.
Starting Estate Planning After Redundancy
Practical guide for redundancy survivors - how to use this transition to start a rewarding estate planning career.
Estate Planning as a Career for Parents
How estate planning offers ideal flexibility for parents - school-hours working, term-time options, and building income around family commitments.
Estate Planning: A Career for Retirees
How estate planning provides ideal flexible work for retirees - set your own hours, work from home, and help others while earning.
Starting a Business
Marketing Your Estate Planning Business
Proven marketing strategies for estate planners - referral systems, local marketing, online presence, and networking that actually works.
Working From Home as an Estate Planner
Practical guide to running an estate planning business from home - setting up your space, meeting clients, maintaining professionalism, and boundaries.
Client Acquisition for Estate Planners
Proven strategies to get your first clients and build a sustainable estate planning practice - from your first client to consistent referrals.
Estate Planning Software Guide
Guide to estate planning software - what features matter, common options, and how to choose the right software for your practice.
Estate Planning Part-Time: Complete Guide
How to build a successful part-time estate planning practice - fitting it around work, family, or other commitments.
Life After Training: From the Free Course to Your First Referral
Most training stops at the certificate. This is the part nobody describes — the first client, the first will you print and hold, the first time you add an LPA, and the first referral that arrives without you asking.
Career Change by Profession
Teacher to Estate Planner: Career Change Guide
A complete guide for teachers considering a career change to estate planning. Learn how your teaching skills transfer, realistic earnings expectations, and step-by-step transition plan.
Nurse to Estate Planner: Career Change Guide
Complete guide for nurses considering estate planning as a second career. Learn how nursing skills transfer, earning potential, and how to make the transition.
Accountant to Estate Planner: Career Change Guide
Guide for accountants considering estate planning as a career change. Learn how your financial skills transfer, earning comparisons, and transition strategy.
HR Professional to Estate Planner: Career Change Guide
Complete guide for HR professionals considering estate planning. Learn how your skills in people management and policy translate to this rewarding career.
Sales Professional to Estate Planner: Career Change Guide
Guide for sales professionals considering estate planning. Your relationship-building and business development skills create significant advantages in this career.
Retail Manager to Estate Planner: Career Change Guide
Guide for retail professionals considering estate planning. Your customer service excellence and people management experience create a strong foundation for this career.
Office Manager to Estate Planner: Career Change Guide
Guide for office managers considering estate planning. Your organisational excellence and client management experience create a strong foundation for this career.
Bank Worker to Estate Planner: Career Change Guide
Guide for bank employees considering estate planning. Your regulated services background and client advisory experience create significant advantages in this career.
Civil Servant to Estate Planner: Career Change Guide
Guide for civil servants considering estate planning. Your analytical skills, professional standards, and commitment to helping people create a strong foundation.
Military to Estate Planner: Career Change Guide
Guide for military personnel transitioning to civilian careers. Estate planning offers a meaningful second career that values your discipline, leadership, and service ethos.
Training by Location
Estate Planning Training in London: Complete Guide
Complete guide to estate planning training in London. Understand the unique opportunities in the capital, compare training options, and plan your career.
Estate Planning Training in Scotland: Complete Guide
Essential guide to estate planning in Scotland. Understand how Scottish law differs, training requirements, and opportunities in the Scottish market.
Online Estate Planning Training: Work From Anywhere UK
Guide to online estate planning training and building a remote practice. Work from anywhere, serve clients nationwide, enjoy location independence.
Common Questions
How Long Does It Take to Become an Estate Planner?
The complete timeline from deciding to become an estate planner to earning your first income. Realistic expectations and what determines your speed.
Can Anyone Become an Estate Planner? Requirements Explained
The honest truth about who can become an estate planner. What's actually required, what helps, and whether this career is right for you.
Is Estate Planning Hard? Honest Difficulty Assessment
An honest look at what's difficult about estate planning and what's easier than expected. Real challenges and how practitioners overcome them.
Can You Do Estate Planning Without Being a Solicitor?
Understanding the legal position of non-solicitor estate planners in the UK. What you can do, what requires referral, and how the industry works.
How Much Do Estate Planners Charge? Fee Guide 2026
Complete guide to estate planning fees in the UK. What to charge clients, what clients pay, and how pricing affects your income.
Estate Planner Insurance Requirements UK Guide
Everything you need to know about insurance as an estate planner. What's required, what's recommended, and how to get covered.
How to Get Estate Planning Clients: Complete Marketing Guide
Comprehensive guide to attracting and converting estate planning clients. Marketing strategies that actually work for will writers and estate planners.
What Do Estate Planners Do All Day? Daily Life Revealed
Discover what estate planners actually do day-to-day. From client consultations to document drafting, understand the reality of this career.
Is Estate Planning Stressful? Honest Work-Life Assessment
An honest look at stress in estate planning careers. What causes pressure, how to manage it, and whether this career offers good work-life balance.
Earnings & Income
Estate Planner Hourly Rate UK: What Can You Earn Per Hour?
Understanding your effective hourly rate as an estate planner. How to calculate, what's realistic, and how to improve it.
Estate Planning Profit Margins: Business Economics Guide
The business economics of estate planning. Understand your costs, margins, and how to price for sustainable profit.
Highest Paying Estate Planning Roles UK 2026
Discover which estate planning career paths offer the highest earnings. From employed specialists to business owners, find the most lucrative routes.
How Many Clients Do Estate Planners See Per Week?
Understanding realistic client volumes in estate planning. How many appointments, conversions, and completed cases to expect.
Estate Planning Startup Costs UK: What You Need to Invest
Everything you need to budget for starting an estate planning career. Training costs, business setup, and ongoing expenses explained.
Self-Employed vs Employed Estate Planner: Complete Comparison
Comprehensive comparison of employed and self-employed estate planning careers. Income, lifestyle, risk, and which route suits you.
Can You Earn Six Figures as an Estate Planner UK?
Can you really earn £100,000+ as an estate planner? What it takes, how long, and whether it's the right goal for you.
Specific Situations
Estate Planning Career After 50: Complete Guide
Everything you need to know about starting an estate planning career after 50. Why your life experience is valuable, training options, and realistic expectations.
Becoming an Estate Planner While Still Employed
Complete guide to transitioning into estate planning while maintaining your current employment. Study options, transition strategies, and managing risk.
Estate Planning Career for Stay-at-Home Parents
Complete guide to becoming an estate planner as a stay-at-home parent. Training options that fit around childcare, flexible work possibilities, and building a career that works for your family.
Estate Planning as a Second Income
Complete guide to building estate planning income alongside your main job. Part-time options, evening and weekend work, and realistic expectations for a side career.
Becoming an Estate Planner Without a Degree
Complete guide to becoming an estate planner without university qualifications. Discover why degrees aren't required, training alternatives, and how to build a successful career.
Will Writing Guides
Will Writing Training — Everything You Need to Know
Comprehensive guide to will writing training in the UK. We cover what training involves, how long it takes, different formats, costs, and how to choose the right programme for you.
How to Become a Will Writer in the UK
Complete step-by-step guide to becoming a will writer in the UK. We cover what will writers do, training requirements, how to get started, and realistic earning potential.
Online Will Writing Courses — Learn From Home
Complete guide to online will writing courses in the UK. Compare self-paced options, what to look for, and find the best online training — including one completely free option.
Will Writing Qualifications — What Do You Really Need?
Complete guide to will writing qualifications in the UK. We explain what's legally required (nothing), what's practically essential (training), and what helps but isn't mandatory.
How to Start a Will Writing Business in the UK
Complete guide to starting a will writing business in the UK. We cover training, business setup, insurance, software, pricing, and finding your first clients — with startup costs from just £300.
Will Writing From Home — The Ultimate Flexible Career
Complete guide to working as a will writer from home. Learn how to set up your home office, conduct consultations, and build a flexible career earning £30-50k+ without commuting.
Career Change to Will Writing — Is It Right for You?
Complete guide to changing career to will writing. We cover who it suits, what skills transfer, realistic timelines, and how to make the switch — with free training available.
Day in the Life
Sarah's Story: Will Writing Around School Hours
Former teacher Sarah shares how she built a successful part-time will writing career around school hours, 18 months after completing our free training course.
David's Story: From Corporate Redundancy to Estate Planning at 55
Former corporate manager David shares how he rebuilt his career as an estate planner after redundancy at 55, now earning more than his old job 2 years later.
Emma's Story: From NHS Nurse to Will Writer Working from Home
Former NHS nurse Emma shares how she escaped exhausting shift work for a flexible estate planning career from home, one year after completing our free training.
James's Story: Building a Will Writing Income Evenings and Weekends
IT professional James shares how he built a £28,000 side income working evenings and weekends as a will writer, 8 months after completing our free training course.
Linda's Story: Estate Planning as a Fulfilling Semi-Retirement
Former accountant Linda shares how estate planning became her fulfilling semi-retirement career, working 3 days a week while earning £45,000, 3 years after training.
Go Independent
Mortgage Advisor to Estate Planner: Your Natural Next Step
How mortgage advisors can leverage their existing skills, client base, and financial knowledge to build a thriving independent estate planning practice.
How Mortgage Advisors Can Start Their Own Estate Planning Business
A practical step-by-step guide for mortgage advisors who are tired of network fees and commission splits, showing how to build an independent estate planning practice.
Adding Estate Planning Services to Your Mortgage Practice
How to bolt estate planning onto your existing mortgage business to increase revenue per client, create recurring income, and reduce dependence on the housing market.
Leaving Your Mortgage Network? Estate Planning Could Be Your Exit Strategy
For mortgage brokers frustrated with network fees, compliance costs, and building someone else's brand — how estate planning offers a path to genuine independence.
How to Convert Your Mortgage Clients into Estate Planning Clients
Practical scripts, timing strategies, and conversion techniques for mortgage advisors to naturally introduce estate planning to their existing client base.
IFA to Estate Planner: Why Financial Advisors Are Making the Switch
How IFAs frustrated with FCA regulation, compliance costs, and platform fees can use their financial expertise to build an independent estate planning practice.
How IFAs Can Start Their Own Estate Planning Business
A practical guide for IFAs who want to escape FCA regulation and build an independent estate planning practice using their financial expertise.
Adding Estate Planning to Your IFA Practice: The Complete Guide
How to add will writing, LPAs, and trusts to your IFA offering to increase client value, create new revenue streams, and provide truly holistic financial planning.
Leaving Your IFA Firm to Go Independent with Estate Planning
For employed IFAs tired of targets, office politics, and building someone else's business — how estate planning offers a clean break to genuine independence.
Holistic Financial Planning: Why IFAs Need Estate Planning Skills
How adding estate planning transforms your IFA practice from investment management into truly holistic financial planning that clients value and pay premium fees for.
How Will Writers Can Start Their Own Estate Planning Business
For will writers working for companies who want to break free, keep their own fees, and build a practice that's truly theirs.
Leaving Your Will Writing Company: A Practical Independence Guide
Practical advice on handling employment contracts, building your own client base, and transitioning from employed will writer to independent estate planner.
From Employed to Self-Employed: A Will Writer's Guide to Independence
Everything employed will writers need to know about the practicalities of self-employment: tax, insurance, business structure, and building income.
Beyond Wills: How Will Writers Can Offer Full Estate Planning
How to move beyond basic will writing into LPAs, trusts, and comprehensive estate planning — tripling your income potential with higher-value services.
Will Writer Earnings: Self-Employed vs Employed Income Comparison
A transparent comparison of what will writers earn as employees vs self-employed estate planners, with real numbers and practical scenarios.
Building Your Own Client Base: A Will Writer's Marketing Guide
Proven strategies for independent will writers and estate planners to build a steady stream of clients through referrals, online presence, and local marketing.
Will Writing Company vs Going Independent: The Full Comparison
An honest comparison of the employed and independent routes for will writers, covering income, lifestyle, control, risk, and long-term career prospects.
Financial Professionals: Why Estate Planning Is Your Best Route to Independence
A comprehensive guide for mortgage advisors, IFAs, and will writers who want to stop building someone else's business and start building their own.
Escape Commission Splits: Keep 100% of Your Fees with Estate Planning
How financial professionals can escape the commission split model and build an estate planning practice where every pound goes directly into their pocket.
How to Start Estate Planning Alongside Your Current Job
A practical guide to building an estate planning practice in your spare time while keeping the security of your current employment or network.
No Qualifications Needed: Start Estate Planning with Your Existing Skills
Clearing up the biggest misconception holding financial professionals back: you don't need a law degree, expensive courses, or years of study to become an estate planner.
Recession-Proof Income: Why Mortgage Advisors Are Adding Estate Planning
How estate planning gives mortgage advisors a stable income stream that doesn't depend on interest rates, housing market conditions, or lender appetite.
Escape FCA Regulation: Why IFAs Are Choosing Estate Planning
For IFAs exhausted by FCA compliance, Consumer Duty requirements, and the ever-growing regulatory burden — estate planning offers professional work without the headaches.
Building Your Own Brand as an Independent Will Writer
How to create a professional personal brand that attracts estate planning clients directly to you, without relying on a company name or expensive marketing.
WILLO Software: Purpose-Built for Independent Estate Planners
A deep dive into WILLO — the purpose-built estate planning software that gives independent practitioners solicitor-quality output without enterprise-level costs.
How Mortgage Brokers Can Earn Extra Income with Estate Planning
A practical guide for mortgage brokers looking to add estate planning services as a secondary revenue stream alongside their existing mortgage business.
How IFAs Can Use Estate Planning to Retain More Clients
Why IFAs lose clients when they refer estate planning externally, and how offering it in-house keeps the full relationship and increases revenue per client.
How to Leave Your Will Writing Company and Go Independent
A comprehensive guide for will writers working for firms who want to set up their own independent practice, keep 100% of fees, and build a sustainable business.
Estate Planning Compliance for Mortgage Advisors: What You Need to Know
Everything mortgage advisors need to know about compliance when adding estate planning services — PI insurance, professional bodies, AML, and data protection.
IFA Estate Planning Revenue: How Much Can You Really Earn?
A detailed revenue analysis for IFAs adding estate planning to their practice, with pricing guides, case volume projections, and income comparisons.
Marketing Your Own Will Writing Business: A Complete Guide
A comprehensive marketing playbook for will writers who have gone independent. From building your local presence and Google visibility to referral partnerships with accountants and financial advisers — everything you need to fill your diary with clients.
Getting Your First Estate Planning Client as a Mortgage Advisor
A practical step-by-step guide for mortgage advisors to land their very first estate planning case. From identifying which existing clients to approach to the exact conversation scripts and pricing strategies that work.
Setting Up an Estate Planning Practice as an IFA
A practical setup guide for IFAs who want to add estate planning services. Covers business structure, PI insurance, professional memberships, software, pricing, and keeping your FCA-regulated and non-regulated work properly separated.
More Guides Coming Soon
We're constantly adding new guides on topics like career changes at 40+, starting a business, regulations, and more. Book a consultation if you have specific questions we haven't covered yet.
Ask Us Your QuestionsReady to Start Your Estate Planning Career?
Comprehensive training, WILLO software at £150/month, and ongoing support to help you succeed.