Is the course really free?

Yes, completely. No hidden fees, no credit card required. The free training covers wills, LPAs and trusts in full — the same content other UK providers charge £600–£1,000 for. We give it away because we make our money from the optional coached programme that comes after.

Do I need any qualifications?

No formal qualifications needed. Will writing is unregulated in the UK. What matters is proper training — which we provide.

How long does the course take?

Most people complete it in 2–4 weeks, studying a few hours per week. It's self-paced, so you can go faster or slower.

What's the difference between the free course and the coached programme?

The free course teaches the legal knowledge — wills, LPAs and trusts. The coached programme is the optional next step that teaches the sales and business side: how to find clients, charge properly, and build a real estate planning business stage by stage. £199/month for four months, then £99/month for WILLO ongoing.

Can I do this part-time?

Absolutely. Most of our students run it 3–4 hours a day, 3 days a week, around other commitments. You choose your own hours.

What if I just want the free training and stop there?

Brilliant. Plenty of people do — they use what they learn to look after their own family's documents in WILLO. There's no pressure to progress to the coached programme.

All Locations

North East England

Become an Estate Planner in Middlesbrough

Middlesbrough offers estate planning opportunities on Teesside with industrial heritage and growing professional services sector.

Growing Market

Population: 145,000+

Estate Planning in Middlesbrough

Key Facts

Teesside regional centre
Growing professional services
Lower competition market
Strong industrial heritage
Good referral potential

Training Options in Middlesbrough

Our estate planning training is available online, which means you can train from anywhere in Middlesbrough or the surrounding North East England area.

Benefits of online training:

•No travel required - learn from home
•Flexible scheduling around your commitments
•Same comprehensive curriculum as in-person
•Live sessions with trainers and fellow students
•Ongoing support after completion

View training options

Areas Near Middlesbrough

As an estate planner based in or near Middlesbrough, you could serve clients across a wide area including:

Stockton-on-TeesRedcarHartlepoolGuisboroughDarlington

Many estate planners offer home visits, which clients in these areas particularly appreciate.

Ready to become an estate planner in Middlesbrough?

Book a free consultation to discuss your goals and how we can help you succeed.

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Helpful Resources

How to become an estate planner Estate planner salary guide Training options Frequently asked questions

Have questions?

Book a free consultation to discuss opportunities in Middlesbrough.

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