What is an Estate Planner?
An estate planner is a professional who helps individuals and families prepare for the transfer of their assets after death and make arrangements for potential incapacity during their lifetime. Estate planners provide essential services including:
Will Writing
Drafting legally compliant wills that reflect clients' wishes for asset distribution and guardianship arrangements.
Powers of Attorney
Creating lasting powers of attorney for property/affairs and health/welfare decisions.
Probate Assistance
Guiding families through the estate administration process after a death.
Estate planners work with clients from all walks of life, from young families creating their first wills to wealthy individuals with complex estate planning needs.
Ready to help families protect their futures?
See how ProjectWill can get you started →Why Choose a Career as an Estate Planner?
Growing Market Demand
The UK has a significant shortage of qualified estate planners. With an aging population and increasing awareness of estate planning importance, demand for these services continues to grow:
- 60% of UK adults don't have a will in place
- Less than 30% have lasting powers of attorney
- Growing inheritance values increase planning complexity
- Regulatory changes create new opportunities
Rewarding Career Benefits
Personal Satisfaction
Estate planners help families during important life moments, providing:
- Peace of mind for parents protecting their children
- Security for elderly clients planning for incapacity
- Family harmony through clear succession planning
- Financial protection for surviving spouses
Want to earn £47K+ helping families? Join the UK's most successful estate planning graduates.
Read their success stories →Do You Need Legal Qualifications?
Good news: You don't need to be a lawyer to become an estate planner.
Legal Requirements
In the UK, will writing and estate planning are not reserved legal activities. This means:
- No law degree required
- No solicitor training necessary
- No mandatory professional memberships
- Training and competency are key requirements
What You Actually Need
- Professional training in estate planning law and practice
- Understanding of relevant legislation (Wills Act 1837, Mental Capacity Act 2005, etc.)
- Professional indemnity insurance to protect clients
- Ongoing professional development to stay current
- Business skills if operating independently
Ideal Background
Estate planners come from diverse backgrounds. Ideal candidates often have:
Customer Service Experience
Dealing with clients during important decisions requires empathy and communication skills.
Attention to Detail
Legal documents must be accurate. Previous administrative or technical work is valuable.
Business Acumen
Many estate planners run their own practices, so business experience helps.
The WILLO Advantage: Why Most Estate Planners Fail
Here's the truth: Most estate planners in the UK use outdated, clunky software that makes them look unprofessional and wastes hours of time. That's why ProjectWill is different.
🚨 The Problem with Outdated Estate Planning Software:
❌ Looks Unprofessional
Clients lose confidence in your abilities
❌ Wastes Time
Manual processes reduce your earning potential
❌ Limited Features
Can't handle complex family situations
❌ Poor Support
You're left struggling when problems arise
✅ The WILLO Solution - Industry-Leading Software:
✅ Professional Appearance
"Once you've used WILLO, you won't accept anything else"
✅ Incredible Efficiency
Complete wills in minutes, not hours
✅ Advanced Features
Handles any family situation with ease
✅ Expert Support
Built by estate planners, for estate planners
This is why ProjectWill graduates consistently out-earn others in the industry.
Career Path Options
1. Employment Route
Working for established firms:
- Solicitor firms with estate planning departments
- Specialist will writing companies
- Financial advisory firms offering estate planning
- Accountancy practices with estate planning services
Cons: Limited earning potential, less flexibility, following company procedures
2. Self-Employment Route
Running your own practice:
- Independent will writing practice
- Estate planning consultancy
- Mobile will writing service
- Specialist practice (e.g., complex estates, family businesses)
Cons: Business responsibilities, variable income initially, marketing required
3. Franchise Route
Joining established franchise systems:
- Proven business model
- Marketing support
- Training provided
- Ongoing operational support
Ongoing costs: Management fees and royalties
Salary and Earning Potential
Employment Salaries
Trainee Estate Planner
Entry-level position with training provided. Usually 6-12 months to full competency.
Qualified Estate Planner
Experienced professional handling complex cases. Often includes performance bonuses.
Senior Estate Planner
Team leadership, complex cases, business development. May include equity participation.
Self-Employment Income
Income varies significantly based on client volume, service pricing, and business efficiency:
Typical Service Pricing:
- Simple Will: £150-£300
- Mirror Wills (couple): £250-£500
- Complex Will: £400-£800+
- Lasting Power of Attorney: £200-£400 each
- Complete Estate Plan: £800-£1,500+
Monthly Income Examples:
- Part-time (10 clients/month): £1,500-£3,000
- Full-time established (25 clients/month): £4,000-£8,000
- Busy practice (40+ clients/month): £7,000-£12,000+
Important: Self-employment income must account for business expenses, tax, insurance, and marketing costs.
Ready to start earning £4,000-£8,000+ per month?
Start your estate planning training today →How to Become a Will Writer: Why ProjectWill is Different
⚠️ Traditional Will Writing Training Has Serious Problems
Society of Will Writers, IPW, and other providers:
❌ 6-12 Months
You can't earn for months
❌ £2,000-£5,000
First year costs with memberships
❌ No Support
Abandoned after the course ends
❌ Pass/Fail Exams
Theory-heavy, impractical
Result: Most graduates quit within the first year because they're left alone.
🏆 ProjectWill: The Only Training with Lifetime Ongoing Support
What makes us different - you're NEVER abandoned:
🤝 Lifetime Deal Support
THE GAME-CHANGER: Call your solicitor on complex cases. Email for quick questions. Every deal, every question, forever. This is why everyone succeeds.
⚡ Just 4 Weeks
1-1 with qualified solicitor. No group workshops, no online videos. Personal training tailored to you.
💰 £499 Total
One payment. Everything included. WILLO software FREE (worth £149/month). No memberships, no exams.
Compare: ProjectWill vs Society of Will Writers
❌ Society of Will Writers
- First Year: £1,878+ (course + exam + membership)
- Duration: 3-12 months
- Format: Group workshops/online
- Ongoing Support: None
- Annual Fees: £325/year mandatory
- Exams: £606 to retake if you fail
✅ ProjectWill
- Total Cost: £499 (one payment)
- Duration: 4 weeks
- Format: 1-1 with solicitor
- Ongoing Support: Lifetime
- Annual Fees: £0
- Exams: None
Your 4-Week Journey to Becoming a Will Writer
⚠️ Traditional Training: 6-12 Months | ProjectWill: 4 Weeks
Other providers make you wait months before earning. ProjectWill gets you qualified and earning in just 4 weeks with 1-1 solicitor support.
Week 1: Will Writing Foundations
- 1-1 Sessions: Wills Act 1837, valid execution, witnessing
- Learn: Simple wills, mirror wills, executors & trustees
- Practice: Client consultation skills
Week 2: Advanced Wills & LPAs
- 1-1 Sessions: Property protection trusts, discretionary trusts
- Learn: Property & Financial Affairs LPA, Health & Welfare LPA
- Practice: Complex family situations (blended families, business ownership)
Week 3: Business Setup & Marketing
- 1-1 Sessions: Company structure, Professional Indemnity Insurance
- Learn: Pricing strategies (£250-£1,200), UK market positioning
- Practice: First 10 clients blueprint, Google My Business setup
Week 4: Practice & Launch
- 1-1 Sessions: Role-play client consultations, objection handling
- Learn: Sales techniques, pricing objections, closing strategies
- Practice: Writing real wills with your solicitor, WILLO software mastery
- Launch: You're ready to take paying clients!
🤝 Week 5 and Beyond: Lifetime Support
Your training never really "ends". You have lifetime access to your solicitor. Complex trust? Call. Unsure about tax? Email. Every deal, every question, forever. This is why our students succeed where others fail.
See Full Training Details →Essential Skills for Estate Planners
Communication Skills
Explaining complex legal concepts in plain English. Active listening to understand client needs and family dynamics.
Attention to Detail
Legal documents must be perfect. Small errors can invalidate wills or create family disputes.
Empathy and Sensitivity
Clients discuss mortality, family relationships, and personal finances. Requires emotional intelligence.
Legal Knowledge
Understanding of succession law, tax implications, and regulatory requirements.
Technology Skills
Proficiency with will-writing software, client management systems, and digital security.
Business Acumen
If self-employed: marketing, pricing, financial management, and customer service.
Developing These Skills
Good training programs address all these areas. Look for courses that include:
- Role-playing and client scenario practice
- Software training with real case studies
- Business development and marketing guidance
- Ongoing support and mentoring
Only 23 spots left this month! Secure your place in the UK's #1 estate planning training program.
Reserve your spot now →