WILLO Software: Purpose-Built for Independent Estate Planners

Going independent is exciting. But without professional software, you're stuck between expensive solicitor systems and inadequate Word templates. Neither works for an independent practitioner.

The problem with solicitor-level software:

• •Enterprise pricing: £5,000-£20,000+/year
• •Designed for law firms with multiple departments
• •Complex setup requiring IT support
• •Overkill for a focused estate planning practice
• •Contracts and minimum terms

The problem with Word templates and DIY:

• •Unprofessional output (clients notice)
• •No consistency between documents
• •Easy to make formatting errors
• •No compliance trail
• •No client management
• •No version control
• •Looks amateur compared to solicitor output

What independent practitioners actually need:

• •Professional document output (matching solicitor quality)
• •Simple, intuitive workflow (not IT-department complexity)
• •Client management (track cases without a separate CRM)
• •Compliance records (without manual paperwork)
• •Affordable pricing (proportionate to a sole practitioner)
• •Cloud-based access (any device, anywhere)
• •Regular updates (new templates, features, improvements)

WILLO was built specifically for this gap. Purpose-designed for independent estate planners — people who've left networks, firms, and companies to build their own practices. It's professional enough to match solicitor output but simple enough to use from day one.

WILLO handles everything from first client contact to final document delivery:

1. Client Fact-Find

• •Comprehensive questionnaires capturing all relevant information
• •Personal details, family structure, assets, wishes
• •Prompts you to ask questions you might forget
• •Structured format that speeds up the meeting
• •Digital capture (no paper forms to transcribe later)
• •Saves instantly — never lose client data mid-meeting

2. Document Drafting

• •Wills — Simple, mirror, complex, testamentary trusts
• •LPAs — Health & Welfare, Property & Financial
• •Trusts — Property protection, discretionary, life interest, bare, pilot
• •Letters of wishes — Guiding executors and trustees
• •Severance of tenancy — Joint tenants to tenants in common
• •Trust deeds — Standalone lifetime trusts
• •Guided templates with clause selection
• •Automatic formatting and professional layout
• •Built-in validation to catch common errors

3. Client Management

• •Case tracking from enquiry to completion
• •Status updates and progress monitoring
• •Follow-up reminders (reviews, updates, birthdays)
• •Referral source tracking (know what marketing works)
• •Search and filter across all clients
• •Notes and file history

4. Compliance & Records

• •Automatic audit trail (every action logged)
• •File notes with timestamps
• •Document version history
• •Client instruction records
• •Capacity assessment prompts
• •Conflict of interest checks
• •GDPR-compliant data handling

5. Practice Management

• •Appointment scheduling and calendar
• •Revenue tracking and reporting
• •Pipeline management (know your upcoming income)
• •Client communication templates
• •Secure document storage
• •Multi-device access (office, home, client meeting)

Let's walk through a typical case — mirror wills and LPAs for a married couple — using WILLO:

Before the meeting (5 minutes):

• •Create new case in WILLO
• •Send digital fact-find link to clients (they complete personal details in advance)
• •Review their submitted information before the appointment
• •Note any areas needing clarification

During the meeting (60-90 minutes):

• •Open WILLO fact-find on your tablet or laptop
• •Walk through their wishes and family situation
• •WILLO prompts relevant questions you might forget:
• •"Do you want to include any specific gifts?"
• •"Have you considered what happens if a beneficiary dies before you?"
• •"Do you have any life insurance policies that might need trusts?"
• •Capture executor and attorney choices
• •Discuss trust options if relevant
• •All information saved in real-time

After the meeting — drafting (30-60 minutes):

• •Click "Generate Documents" in WILLO
• •Select appropriate clauses based on client instructions
• •WILLO builds the wills with proper legal formatting
• •Review and adjust any specific wording
• •Generate LPA forms with pre-populated information
• •Produce letter of wishes if needed
• •All documents in professional PDF format

Document delivery (15 minutes):

• •Send draft documents to clients for review (via WILLO's secure sharing)
• •Or print for a face-to-face review meeting
• •Clients approve and sign at a follow-up appointment
• •WILLO records completion and archives final versions

Post-completion (5 minutes):

• •Mark case as complete in WILLO
• •Set review reminder (3-5 years)
• •Record payment received
• •Send review request link to client (for Google reviews)

Total WILLO time per case: 2-3 hours (including the client meeting)

Revenue per case: £800-£1,400 (mirror wills + LPAs for a couple)

Effective hourly rate: £250-£700/hour

Without WILLO, the same case takes 4-6 hours (manual drafting, paper fact-finds, separate compliance records). WILLO saves you 2-3 hours per case — that's 2-3 extra cases per week, or £1,500-£4,000 additional weekly revenue.

We designed WILLO specifically for people transitioning from other financial professions. Here's why it suits each background:

For mortgage advisors:

• •Familiar "fact-find then recommend" workflow
• •Property-focused templates and clauses
• •Joint ownership guidance built in
• •Home visit-friendly (tablet mode)
• •Life insurance trust templates (for policies you used to place)
• •Quick to learn if you've used sourcing systems before

For IFAs:

• •Comprehensive financial fact-find (captures the detail you're used to providing)
• •IHT calculation tools within the platform
• •Trust templates matching the structures you already understand
• •Professional output exceeding platform standards
• •Client management comparable to back-office systems
• •Built for thoroughness (not cutting corners)

For will writers:

• •Advanced clause library (beyond basic company templates)
• •LPA preparation module (the biggest service addition)
• •Trust templates (your route to premium fees)
• •Better software than your company provides (guaranteed)
• •All document types in one system (not separate tools)
• •Migration is easy — similar workflow, better tools

WILLO vs alternatives:

| Feature | WILLO | Solicitor Software | Word Templates | Company System |

|---------|-------|-------------------|---------------|----------------|

| Cost | Included | £5,000-£20,000/yr | Free | Tied to employment |

| Professional output | Yes | Yes | No | Variable |

| Ease of use | Simple | Complex | N/A | Variable |

| Cloud access | Yes | Sometimes | No | Usually no |

| Will drafting | Yes | Yes | Basic | Usually yes |

| LPA preparation | Yes | Some | No | Sometimes |

| Trust documents | Yes | Yes | No | Rarely |

| Client management | Yes | Yes | No | Sometimes |

| Compliance trails | Automatic | Automatic | Manual | Variable |

| Regular updates | Yes | Yes | No | Rarely |

| Designed for independents | Yes | No (firms) | N/A | No (employees) |

WILLO is available as part of the Become an Estate Planner ecosystem. Here's how to access it:

Step 1: Complete your free training

• •Register at Become an Estate Planner
• •Work through the 7-module programme
• •WILLO is introduced during training so you learn the software as part of the course
• •Practice with example cases during your study

Step 2: Set up your account

• •Access WILLO through the Become an Estate Planner platform
• •Customise with your business details
• •Configure your document templates and preferences
• •Import any existing client information if relevant

Step 3: Practice before going live

• •Draft practice documents using training case studies
• •Familiarise yourself with the fact-find workflow
• •Test document generation and formatting
• •Build confidence before meeting paying clients

Step 4: Take your first real case

• •Use WILLO from the very first client meeting
• •Follow the guided workflow for thorough fact-finding
• •Generate professional documents with confidence
• •Track the case through to completion

What you'll notice immediately:

• •Professional output that matches (or exceeds) solicitor quality
• •Faster document production than manual drafting
• •Better client experience (structured, thorough, efficient)
• •Built-in compliance without extra effort
• •Confidence that you haven't missed anything important

Ongoing support:

• •Software updates with new features and templates
• •Template additions as estate planning law evolves
• •Community of practitioners using the same tools
• •Knowledge base and guides for specific scenarios

The investment in your success:

We provide WILLO as part of the Become an Estate Planner ecosystem because we believe the right software is as important as the right training. You can have all the knowledge in the world, but without professional tools, you can't deliver professionally.

Combined with our free training, WILLO gives you everything you need to go from employed professional to independent estate planner — delivering solicitor-quality work from day one, at a fraction of the cost.

Register for free training today. Learn the software as part of your education, and arrive at independence fully prepared to deliver excellent service from your very first client.