Train as an Estate Planner — Completely Free
Learn wills, LPAs and trusts properly. The same legal training other UK providers charge £600–£1,000 for. Build the business when you're ready, stage by stage.
- Free online course covering wills, LPAs and trusts
- Learn how to draft documents in WILLO software
- Complete in 2–4 weeks, no experience needed
- Optional coached programme when you want to go pro
- UKRLP-registered training provider — the only one in UK estate planning
Join 500+ people who've trained with us
A review from one of our students
“Incredible training, really extensive with lots of attention to detail, filling you with essential knowledge. They also really focus on the business side of things, helping you create an Estate Planning organisation that is ready to face clients and start generating revenue.”
“I love how enthusiastic and passionate Michael and Alex are, they are both genuine, warm and care about every stage of your journey. I am so pleased I found them and enrolled on the course. Thanks Project Will you have been a great investment for my business and I would highly recommend you to anyone thinking about getting into Estate Planning.”
After you pass
Pass the coached programme, and there’s a free trust course waiting
Everyone who passes the coached programme has the option to attend a free in-person living trust course — a day on the more complex living trusts, hosted by TrustDocs. Here are some of our latest graduates on the day.
How it works
Two halves. You choose how far to go.
Most courses charge you £600–£3,000 upfront and leave you alone. We split the training in two — give you the legal knowledge for free, and only charge for the bit that turns it into a business.
The free course
The full legal grounding — what wills, LPAs and trusts are, how they work, and how to draft them in WILLO. The same content the £600–£1,000 courses sell.
- Wills — types, components, drafting
- Lasting powers of attorney — both types, registration
- Trusts — property protection, life interest, discretionary
- How to use WILLO end to end
- Optional Project Will accreditation
- Free Zoom call to plan your business start-up
The coached programme
The sales and business training that turns a £49 will writer into a planner charging £800–£2,000 per client. Learn exactly what to say, and when. Stage by stage, paid as you progress, never thousands upfront.
- Stage 1 — Business Set Up (name, services, pricing)
- Stage 2 — Taking Instruction & first paid client
- Stage 3 — LPA Master Class
- Stage 4 — Trust Master Class
- Stage 5 — Grow Your Business
- Stage 6 — WILLO With Ease (master the software)
- 1-to-1 video calls with our dedicated trainers — your first cases, your complex cases, no email tickets
What we do different
The basics get you ready. We get you confident.
Anyone can teach you what a will is — every course does. Almost none teach you what to actually do when a client is sitting in front of you. We've had people join us after finishing other courses — fully "qualified" and completely stuck, because no one ever gave them a process to follow. That's exactly what the coached programme is built around.
Knowing the law isn't knowing what to say
When you've learned the basics you have the knowledge — but no real experience communicating it. You work hard to find a client, sit down with them, and walk away thinking "I wish I'd said that." The free course can't fix that. Real client conversations can.
You say it out loud, and we tell you how it landed
Record your explanations and role plays in the portal whenever you like — an LPA walkthrough, a trust conversation, a whole instruction meeting. One of the team listens back and writes you feedback on what worked and what to change. That's how "I wish I'd said that" gets fixed before a paying client is sitting opposite you.
A process that makes clients wish they found you sooner
On the coached programme you learn our tried-and-tested process — built to make the experience fun and exciting, not a dry legal form-fill. Clients leave feeling genuinely looked after, wishing they'd found you sooner, and they tell their friends.
Know when to upsell — and what to say to get a yes
A psychology-driven approach. We show you exactly when to introduce LPAs and trusts, and the words that turn a single £150 will into a full £800–£2,000 estate plan — without ever feeling pushy.
Why us
Why Train With Us?
Every other course in the UK is a 3–4 day intensive. We do this stage by stage, properly, so you actually know what to do when a client sits across from you. We train you on the sales side too — with real role-play videos so you can see exactly how it's done.
Free legal training
Wills, LPAs and trusts taught in full. Other UK providers charge £600–£1,000 for the same content. We give it away.
Stage by stage, at your pace
The only UK training delivered in stages. Each stage unlocks when you're ready — never a 4-day firehose, and never a class you have to keep up with.
We watch you do it, not just read it
Every other course teaches you the wording. None of them show you how to say it to a real person. Record your explanations and role plays in the portal and a trainer listens back and tells you what to change.
Built by working planners
Alex built WILLO and still takes client instructions himself. You learn from people doing this work today, not from career trainers.
Pay as you progress
No £3,000 upfront bet. £199/month for four months, then £99/month for WILLO ongoing. The payments just spread the cost — you can trade from day one and finish the stages long before they end.
WILLO software included
Drafting software that costs £150+/month elsewhere is part of your subscription from day one. Turn 3 hours of work into 20 minutes.
Real income, real clients
Most coached students take their first paid will in month 2 (£200), add LPAs in month 3 (£600+), and sell trusts in month 4 (£600–£1,200).
The coached programme · optional
If you decide to build a business, this is the path.
Six stages, one at a time — go at your own pace. Most could move through them in weeks; you only progress once you've shown you've got the previous one. The four monthly payments simply spread the cost so you launch a business without ever facing a big lump sum upfront.
Business Set Up
Lock in your business idea, name, services and pricing. Register the business, build your website, and write your terms of business. You leave Stage 1 with a real, registered estate planning business ready to take its first client.
Taking Instruction
Run real client meetings, take instruction confidently, and turn it into a draft. Discovery calls, capacity rules, asset registers, drafting your first paid will in WILLO. By the end of this stage you've taken your first real client and issued your first invoice.
LPA Master Class
Add LPAs to round out your service and protect every client end-to-end. One client now means £600+, not £200. We teach you the sales side, not just the documents — every will client should leave with two LPAs alongside their will.
Trust Master Class
Add trusts to your offering and unlock significantly higher fees per client. Property protection, discretionary, life interest. When trusts are right, how to draft them in WILLO, and how to confidently sell £600–£1,200 trust wills.
Grow Your Business
Build a repeatable pipeline so you are running a real practice, not chasing one-offs. Lead generation, referral partners, local marketing, repeat business. The month is free because by now you should be earning.
WILLO With Ease
Master WILLO and the day-to-day software you'll use to draft real documents. Set the tools up once, use them every month — drafting wills, LPAs and trusts in minutes instead of hours. Runs alongside the other stages so the software is second nature by the time you launch.
vs the alternatives
Year one, all in
Three routes into estate planning in the UK. Here's what each costs and what each delivers in your first year.
- Course / programme
- £796 (paid monthly)
- Annual membership
- £0
- Drafting software (year 1)
- £693 (included)
- Business launch coaching
- ✓ included
- Format
- Stage by stage, paid as you go
- Year-one total
- £1,588
- Course / programme
- £649 upfront
- Annual membership
- £360
- Drafting software (year 1)
- £2,160
- Business launch coaching
- ✗ not offered
- Format
- Distance learning
- Year-one total
- £3,219
- Course / programme
- £990 upfront
- Annual membership
- ~£300
- Drafting software (year 1)
- £2,160
- Business launch coaching
- ✗ not offered
- Format
- 3-day intensive
- Year-one total
- £3,450
The Society of Will Writers and the Institute of Professional Willwriters are credible bodies — many of our students join them after our programme for the membership and CPD. We're not competitors. We just teach the bit they don't.
Who's teaching you
Real planners, not academics
We built Project Will because we hated what we found when we tried to enter this industry. Now we run it as the training programme we wish we'd had.
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 personally coach students through the programme.
How Much Do Estate Planners Earn?
Estate planners in the UK earn between £25,000 and £60,000+ depending on whether they work part-time or full-time, employed or self-employed.
Typical fees you can charge:
| Service | Typical Fee |
|---|---|
| Single Will | £150-250 |
| Mirror Wills (couple) | £250-400 |
| Single LPA | £200-300 |
| Both LPAs | £350-500 |
| Full estate plan | £800-1,500 |
Just 2-3 clients per week = £30,000+ per year
Working full-time: £50,000+ achievable
From students
What our graduates say
"I was made redundant at 52 and didn't know what to do. The free course gave me a completely new career. I now work 3 days a week and earn more than my old job."
"I was sceptical about 'free' but there genuinely was no catch. I completed the free course in 3 weeks, joined the coached programme, and had my first paid client in month two."
"The course was thorough and professional. I now run my own estate planning business charging £800–£1,500 per client. Best decision I ever made."
Free reading
Free career guides
Honest, detailed guides covering every aspect of an estate planning career.
How to Become an Estate Planner
Complete step-by-step career guide for the UK
Estate Planner Salary UK
Realistic earnings data and income potential
Best Will Writing Courses
Compare UK training providers and courses
Career Change Guide
How to transition to estate planning
Will Writing Training
Everything you need to know about training
Startup Costs
What you need to invest to get started
Become a Will Writer
How to become a will writer in the UK
Mortgage Advisors
Your natural next step into estate planning
IFAs & Financial Advisors
Why financial advisors are making the switch
Common questions
Frequently asked
Start the free course today.
No card. No catch. Take the legal training, decide if this is for you, and only progress to the coached programme if you want to.
Or call Alex on 0333 049 50335.0 on Google
Estate planner training and free will writing course UK. Coached programme run alongside Society of Will Writers and Institute of Professional Willwriters routes — see comparison above.Free Course Will Writing Course