Complete timeline from training to practicing - and why it's faster than you think.
Quick Answer:
2-8 weeks to complete training and start practicing as an estate planner in the UK. You can take your first paying client within 3-6 weeks of starting your training. To build a sustainable full-time income typically takes 12-18 months.
This is dramatically faster than most professional careers. Compare that to becoming a solicitor (5-7 years) or an accountant (3-5 years). Estate planning is one of the fastest professional careers to enter in the UK.
Estate planning training duration varies by provider and course type:
2 Weeks
Format: 20 hours over 2 weeks (2 hours per day, Monday-Friday)
Schedule: Evening sessions (7-9pm typically) to accommodate working people
Start practicing: Immediately after completing training
Best for: People wanting quick career change while working full-time
4-8 Weeks
Format: Study at your own pace with recorded materials
Schedule: Flexible, study whenever suits you
Start practicing: After completing modules and assessment
Best for: Self-motivated learners with unpredictable schedules
6-12 Weeks
Format: One evening per week or weekend sessions
Schedule: Spread over 2-3 months
Start practicing: After course completion
Best for: People who prefer slower pace with less intensity
💡 Our Training Timeline
We offer 2-week intensive training (20 hours total) because it's the sweet spot: fast enough for career changers who can't wait months, but thorough enough to be competent and confident. Evening sessions mean you can keep your day job while training. See full course details →
Estate planning is one of the fastest professional careers to enter. Here's how it compares:
⚡ Speed Advantage
Estate planning training takes 98% less time than becoming a solicitor and 95% less cost, yet you can still serve the same clients for wills and LPAs. This makes it the fastest route into professional legal services in the UK.
Here's exactly what happens from decision to practicing (using our 2-week intensive model):
Time investment: 1-2 hours preparation
Time investment: 2 hours/day evening sessions + 1-2 hours review
Time investment: 2 hours/day + 2-3 hours practice exercises
Time investment: 5-10 hours setup tasks
You're now a practicing estate planner!
Total time from enrollment to practicing: 3-4 weeks
Getting your first paying client typically takes:
🎯 Our First Client Support
Unlike other training providers who abandon you after the course, we actively help you get your first client. We teach you our 70% conversion sales process, provide marketing templates, and offer ongoing support until you land that crucial first paying client. This is included in your £995 training. Learn more →
Getting your first client is exciting, but building sustainable full-time income takes longer:
Income: £500-£2,000/month (sporadic)
Clients: 1-4 per month
Status: Still need day job, building reputation and systems
Income: £1,500-£4,000/month (more consistent)
Clients: 3-8 per month
Status: Considering going full-time, referrals increasing
Income: £3,000-£6,000/month (reliable)
Clients: 7-12 per month
Status: Most go full-time, income predictable
Income: £4,000-£10,000+/month
Clients: 10-20+ per month
Status: Strong reputation, referrals main source, premium pricing possible
📊 Realistic Expectations
Training time: 2 weeks. Time to practice: 3-4 weeks. Time to first client: 3-6 weeks. Time to sustainable full-time income: 12-18 months. The training is fast, but building a thriving practice takes patience and consistent effort. Most successful estate planners keep their day job for the first 6-12 months.
Several factors influence your timeline from training to sustainable income:
Yes and no. Here's what you can and can't speed up:
💡 Our Recommended Timeline
Don't rush the building phase. Yes, you can complete training in 2 weeks and start practicing in week 3-4. But expect 12-18 months to build sustainable full-time income. People who try to rush this (quitting day jobs immediately, expecting instant income) often struggle. Be patient, keep your day job initially, and transition when you're consistently earning £3,000+/month.
Yes. Our 2-week intensive training covers everything you need to competently handle standard wills, LPAs, and basic trusts. You'll have 20 hours of direct instruction plus ongoing support. Most people feel confident after completing the course, though you'll continue learning with each client. Compare this to solicitors who handle wills after 5-7 years training - the law hasn't changed, you just need focused training in this specific area.
Most successful estate planners keep their day job for 6-12 months while building their practice part-time. Once you're consistently earning £3,000-4,000/month (7-10 clients monthly), you can safely transition to full-time. Don't rush this - the financial security of your day job reduces pressure and allows organic growth.
The fastest we've seen is 6 months - someone with a large network, existing business skills, and aggressive marketing who went all-in immediately. However, this is exceptional. The typical timeline is 12-18 months. Don't compare yourself to outliers.
Two weeks is enough to learn core competence for standard estate planning. You'll continue learning through experience, ongoing support, and CPD. Think of it like driving - you learn the fundamentals quickly, but mastery comes with practice. The difference is estate planning training is focused only on wills/LPAs/trusts, not broad legal knowledge like solicitors need.
Solicitor: 5-7 years (law degree 3 years + SQE 1 year + qualifying work experience 2 years) and £30K-£100K+ cost. Estate planner: 2-8 weeks training, £300-£2,000 cost, practice immediately. You're learning 98% less time but can still serve the same clients for wills and LPAs (which aren't reserved legal activities).
Absolutely. Our training runs evenings (7-9pm typically) specifically for working people. You attend 2-hour sessions after work for 2 weeks. Total time commitment: 20 hours training + 5-10 hours homework/review. Very manageable alongside full-time employment.
All sessions are recorded, so you can review anything you didn't fully grasp. We also provide ongoing support after training - you can ask questions anytime. Plus, you'll have software (Willo) that guides you through document creation. If you're really concerned, consider a self-paced online course (4-8 weeks) where you can take longer on difficult topics.
Fast-track your career change. Complete training in 2 weeks, start practicing in week 3-4, get your first client with our help. £995 includes 2 months free software.