What can Ai Wills Do for your business?
Below are some of the features we can offer to streamline or implement your estate planning service.
Four estate planning services, one platform, every bit of it under your name
Your clients already need Wills, Lasting Powers of Attorney, an estate record their executors can actually use, and probate help when the time comes. What most firms lack is not the demand or the expertise. It is the software, the onboarding, the payment plumbing and the follow up needed to deliver any of it online. Ai Wills is that missing layer, white-labelled to your firm, with an AI engine behind it that chases, books, transcribes, reviews, reports and reactivates while you get on with the advice.
What your clients get
- A branded online Will journey, single or mirror, from your website
- Property and financial affairs and health and welfare LPA onboarding
- A secure Executor Toolbox holding the whole estate picture
- Probate quotes and referral into a real firm rather than a search engine
- Card payment at the point of decision, taken in your name
- Save and resume, so a journey survives the school run
- An assistant that answers at nine on a Sunday
- A named human at your firm the moment it gets complicated
What you get behind it
- The full CRM, pipelines, calendars and team routing
- Automatic follow up by email, SMS, WhatsApp and AI voice
- A phone system that records, transcribes and summarises every call
- Appointments booked into your live diary without a back and forth
- Five star review requests that fire on their own after good work
- Reporting on spend, leads, calls, appointments, revenue and source
- An ads manager for Meta, Google and LinkedIn in the same place
- Database reactivation and cleansing that turns an old list into booked work
What this is, and what it is not. Ai Wills is technology and infrastructure, not a referral scheme and not a competing brand sitting between you and your client. Every journey is written for the laws of England and Wales, runs on your domain, in your branding, at your prices, with payment settling to you. Where a case genuinely needs advice, the platform stops and hands it to a person at your firm. Data is held encrypted in the United Kingdom.
Four client journeys you can switch on this month
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.
Online Wills
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.
- Executors, guardians, trustees and substitutes
- Residue, cash gifts, possessions, charities and pets
- Funeral wishes and letters of wishes
- Complex estate triage that flags business relief, foreign assets and second marriages
- Signing and witnessing instructions, plus optional print, post and storage
Why firms start here. It is the door. A Will client is an LPA client, an Executor Toolbox subscriber and a probate case later.
Online LPAs
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.
- Donor, attorneys, replacements and how they must act
- Joint, jointly and severally, and the decisions that must be joint
- Preferences, instructions and people to be notified
- Life sustaining treatment choices captured properly
- Capacity and certificate provider issues flagged to your team before they become a rejection
The commercial point. Most Will clients should have two LPAs each. A couple is four documents from one conversation.
Executor Toolbox
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.
- Property, accounts, investments, pensions and policies
- Debts, utilities, subscriptions and digital assets
- Document locations, key contacts and private letters
- A running estate value that surfaces inheritance tax exposure early
- Annual review prompts, so the client hears from you every year
This is the recurring one. An annual subscription in your name, and a standing reason to call.
Probate quotes and referrals
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.
- Structured estate capture, assets, liabilities and property
- Grant only or full administration, quoted transparently
- Taxable and contentious estates identified before you commit to a price
- Referral routing with the fee share recorded against the case
- Bereavement appropriate tone, timing and follow up
The estates you already own. Every Will you write is a probate case one day. This is how you keep it.
Trusts and inheritance tax planning, in build
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.
Almost nobody finishes an estate journey in one sitting
They start it, get to the question they have not thought about, decide to ask their sister, and close the tab. In a normal firm that enquiry is simply gone, because nobody knows it happened. Here, an assistant trained on your service steps in at the exact point they stalled, and if they still drift off, a five stage follow up runs on its own across email, SMS, WhatsApp and AI voice, in your name, while your office is closed.
If they still leave, the follow up starts on its own
Every unfinished journey, on any of the four services, triggers the same ladder. Nobody has to notice, remember or chase.
The assistant offers help at the exact step they stalled in, not a generic pop up asking whether they need anything.
On page chatAn email from your firm with a link straight back into the step they left. Everything already entered is still there.
EmailA short text in your firm's name naming the one thing left to do. Short messages recover more unfinished journeys than long ones.
SMSA WhatsApp message, which is where a lot of clients actually reply, and often where they are already asking a sibling what to do.
WhatsAppAn AI voice call offering to take the rest over the phone or book time with you, for the clients who would rather talk than type. It speaks, it listens, and it books.
Voice AIThe sequence stops. The contact is marked dormant and dropped into your reactivation list, so they are worked again properly later rather than chased forever.
Handed back to youTrained on your service, not the internet
It knows your prices, what your plans include, how your storage works and who at your firm the client would be speaking to, because it is briefed on your account rather than guessing.
It answers the things that actually stall people
Can my executor also inherit. What happens to the house. Do I need two LPAs or one. Is this legally valid. What if I change my mind. Do I have to do this all now.
It explains, it does not advise
How the process works, what the terms mean and what happens next is fair game. Anything that amounts to advice on this client's estate stops and is handed to a person at your firm.
It books straight into your diary
It reads your live calendar and offers real slots, with the round trip of asking when you are free removed entirely. The client picks, the appointment appears, both sides get reminded.
It sounds like your firm
Your name, your tone, your sign off, on your domain and your number. The client is never handed to a third party and never sees ours.
It works at nine on a Sunday
Which is when people actually sit down to sort this out, usually the evening after a funeral, a diagnosis or a conversation with an elderly parent about the house.
Why this matters more than the software. The lost revenue in estate planning is not in the clients who say no. It is in the ones who started, meant to finish, and never heard from anyone again. Recovering even a third of them changes the economics of the whole service, and it is the one job nobody in a busy office ever has time to do by hand.
The other half of the platform is the business running itself
Estate planning firms rarely lose money on the drafting. They lose it on the calls nobody wrote up, the appointments that were never confirmed, the happy clients who were never asked for a review, the ad spend nobody could attribute and the four thousand old contacts sitting in a spreadsheet. All of that sits in the same account as the four client journeys, working on the same data.
Every call recorded, transcribed and summarised
Your numbers sit inside the platform, so calls are logged against the right contact automatically. Each one comes back as a recording, a full transcript and a short written summary with the action points pulled out, all of it searchable months later when somebody asks what was agreed.
Recording, transcript, summaryAppointments booked into your live diary
The assistant, the voice AI and your own booking links all read the same calendar and offer real slots, with buffers, working hours and team round robin respected. Confirmations, reminders and reschedules go out by email and SMS, and a no show is followed up rather than written off.
Fewer gaps, fewer no showsFive star reviews collected automatically
The request fires at the right moment, when the document has just landed or the appointment has just gone well, not weeks later. Happy clients are pointed straight at Google. Anyone unhappy is routed privately to you first, so you fix it rather than read about it in public.
Reputation on autopilotReporting that shows the whole picture
Leads by source, cost per lead, calls answered and missed, appointments booked and attended, journeys started and finished, revenue by service and by adviser. One dashboard covering Wills, LPAs, toolbox subscriptions and probate, so you can see which part of the business is actually paying.
Attribution end to endAds manager for Meta, Google and LinkedIn
Build, launch and monitor campaigns from the same place the leads land, with the estate planning creative and audiences already proven elsewhere in the network. Every enquiry arrives tagged with the campaign that produced it, so spend is judged on completed work rather than clicks.
Spend to signed, in one viewDatabase activation and cleansing
Most firms are sitting on thousands of old enquiries, past clients and dead leads. The platform dedupes them, validates the emails and mobile numbers, strips out the bounces and the unsubscribes, then works the survivors through a proper multi channel reactivation that ends in booked appointments.
Revenue from a list you already ownOne inbound call, written up, tagged to its ad campaign, flagged for advice and in a diary, without anybody typing a note.
The reason this is one platform and not six. A call summary is worth far more when it is attached to the same contact record as the half finished Will, the ad that produced the enquiry and the review request that will fire next week. Firms who buy a phone system, a booking tool, a review tool, a reporting tool and an ads dashboard separately end up with five sources of truth and no picture at all.
You get told the moment there is work in it
Automation that runs silently is only half the value. The other half is that every meaningful event raises an internal alert, routed to the right person on your team, on the channel they actually read, so a finished document turns into an appointment instead of a row in a database.
M. Hartley, second marriage with a child from the first and a property question. The journey paused before drafting, the file is attached, and the assistant has already put him in Sarah's diary for Tuesday at two.
Mr and Mrs Bevan, four LPAs, settled to your merchant account. Documents generated in your branding, print and post requested, and both records moved to the signing stage.
Requested automatically the morning after the Wills were delivered. That is the ninth this month, and it was posted without anybody at your office having to ask for it.
K. Ozturk stopped at guardians, 55 per cent through. The email has gone, the text goes tomorrow, WhatsApp on Friday. If none of it lands, she reaches your call list next week rather than disappearing.
3,140 old contacts cleansed down to 2,486 reachable. 214 replies, 46 conversations handled by the assistant overnight, 19 appointments in the diary and 7 journeys already paid for.
How the alerts reach you
Email, SMS, WhatsApp or in app
Set per alert type. A flagged estate can ring through by text while routine payment confirmations stay in email where they belong.
Routed to the right person
Advisers get the flagged cases, accounts get the payments, the front office gets the unfinished journeys and the directors get the numbers. Nobody wades through alerts that are not theirs.
One pipeline across all four services
Enquiries, part finished journeys, live subscriptions, flagged cases and probate referrals on a single board, with the recurring revenue and the advised work sitting side by side.
Missed calls never just sit there
A missed call triggers an instant text back in your name, the AI answers the obvious questions, and the whole exchange lands on the contact record with the recording and the transcript.
See it running on a live account
Twenty minutes, screen shared, on a real branded account. We will start a Will journey, abandon it deliberately so you can watch the follow up fire, take a call and show you the transcript and summary, then open the reporting and the reactivation numbers.
BOOK YOUR DEMOThe Ai Wills platform, answered
What firms ask before they launch estate planning under their own brand.
What exactly is Ai Wills?
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.
Do my clients ever see Ai Wills?
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.
Do I need to be a solicitor or a qualified Will writer?
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.
What happens when a client stops halfway through?
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.
What does the phone system actually do?
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.
What else is included beyond the client journeys?
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.
Do I keep the client and the money?
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.
How quickly can I be live?
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
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© 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
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
Subscribe to our Mailing List
Explore how Ai-Wills can add additional revenue to your exiating business with minimal effort or investment.