Each one is a complete online journey with its own onboarding, its own document output and its own follow up. You can run all four, or start with one and add the others as you go. None of them carry our name.
A guided Will journey your client completes at home, in your branding, paying you at the end. Single or mirror, drafted for the laws of England and Wales, with the complicated cases pulled out and sent to you rather than pushed through.
Why firms start here. It is the door. A Will client is an LPA client, an Executor Toolbox subscriber and a probate case later.
Property and financial affairs and health and welfare, onboarded digitally and prepared for registration with the Office of the Public Guardian. The part clients find impossible, gathering and structuring the information, is done before anyone signs anything.
The commercial point. Most Will clients should have two LPAs each. A couple is four documents from one conversation.
A Will says who gets what. It never says where anything is. The Executor Toolbox is a secure, living record of the entire estate, built while the client can still remember it and released to the executors at the moment they need it.
This is the recurring one. An annual subscription in your name, and a standing reason to call.
When a family loses someone, they search, they land on a comparison site and they are gone. This journey captures the estate detail, produces a clear quote in your branding and routes the case to you or to a specialist you trust, with the referral tracked.
The estates you already own. Every Will you write is a probate case one day. This is how you keep it.
The fifth journey, covering property protection, discretionary trusts and the estates where planning actually pays. Ask to be put on the early access list when you speak to us.
What firms ask before they launch estate planning under their own brand.
It is a white-label estate planning and client engagement platform. You get four online client journeys, Wills, Lasting Powers of Attorney, the Executor Toolbox and probate quotes and referrals, plus the CRM, AI follow up, phone system, booking, reviews, reporting and advertising tools that run the business around them. Everything carries your brand, sits on your domain and uses your prices.
No. The platform is fully white-label. Your logo, your colours, your domain, your pricing and your payment account. Clients experience it as your firm's own online estate planning service, not as a third party tool you have plugged in.
No. The platform is used by estate planners, solicitors, accountants, mortgage and financial advisers, estate agents and funeral directors. Straightforward instructions are handled by the online journey, drafted for the laws of England and Wales. Anything complex is flagged and routed to you or to a specialist partner rather than being pushed through the online process.
Almost nobody finishes an estate journey in one sitting, so the platform picks it up automatically. The assistant answers on the page, then follow up runs by email after an hour, SMS after a day, WhatsApp after three days and an AI voice call after a week. Every message drops the client back exactly where they left off. If there is still nothing, the contact is handed back to you for your reactivation list.
Calls are made and taken inside the platform. Every call is recorded, transcribed and summarised against the right contact record, with action points pulled out for you. Missed calls trigger an automatic text back so the enquiry does not go cold, and the whole conversation stays searchable months later.
Live calendar booking with confirmations and reminders, automatic five star review requests routed to Google, dashboards covering leads, cost per lead, calls, appointments, journeys completed and revenue by service and adviser, an ads manager for Meta, Google and LinkedIn in the same account the leads land in, and database activation and cleansing to work your old enquiries and past clients back into booked appointments.
Yes. You own the client relationship and the data, you set the price of every service independently, and payments go straight into your own merchant account. There are no contact limits, so you can load your whole database and keep growing it without the price moving.
Days, not months. Your account is built from a ready made snapshot, branded to your firm, connected to your domain and payment account, and switched on with the journeys you want. You can launch all four services at once or start with one and add the rest later.

Unity House, Westwood Business Park, Greater Manchester, WN3 4HE
Explore how Ai-Wills can add additional revenue to your exiating business with minimal effort or investment.
Unity House, Westwood Business Park, Greater Manchester, WN3 4HE
© 2026 - AI Wills is a trading style of ‘Estate Assist Ltd' - Company Number: 14495587 - Registered in England & Wales. Registered Office Address: 10/12 Upper Dicconson Street, Greater Manchester, WN12AD Head Office: Unity House, Westwood Business Park, Greater Manchester, WN3 4HE ICO Registration No: ZB470272
Explore how Ai-Wills can add additional revenue to your exiating business with minimal effort or investment.