Sell the Executor Toolbox under your own brand
A secure digital hub where clients store everything their executors will need. Clients onboard online and keep coming back, so you capture recurring revenue that most firms leave on the table.
- A recurring revenue streamAn estate hub clients renew year after year, not a one-off sale.
- Seamless AI onboardingAI walks clients through logging assets, contacts and wishes, then chases anything missing.
- Capture lost online revenueOffer online what clients would otherwise buy from a digital vault provider.
- Documents created automaticallyA clear estate summary is generated for executors as clients add their details.
Turn Estate Organisation into a New Revenue Stream.
Organise Every Estate Seamlessly While Creating Ongoing Income.
Turn Estate Organisation into a New Revenue Stream.
Organise Every Estate Seamlessly While Creating Ongoing Income.
If you’re searching for a way to organise an estate, support executors, or add a scalable estate administration service to your business, the Executor Toolbox provides a simple, secure, and modern solution. Built to support both professional and non-professional executors, the system ensures estates are easier to manage, reducing delays, confusion, and risk of missed information. Non-professional executors can seamlessly instruct a professional if needed, while professionals can step in with full visibility of the estate from day one.
What can the Executor Toolbox Do for your business?
Below are some of the features we can offer to streamline your estate planning!
Everything an executor will have to go looking for, recorded years before they look
A Will says who gets what. It does not say where anything is. Executors lose months writing to banks that closed the account in 2011, hunting for a pension nobody mentioned and paying for a house insurance policy that renewed itself after the funeral. The Executor Toolbox is a secure, living record of the whole estate, built by the client while they are perfectly able to remember it, and released to the people who will need it at the moment they need it.
What clients record
- Property, mortgages, deeds and how each one is owned
- Bank and building society accounts, savings and ISAs
- Investments, shareholdings, bonds and premium bonds
- Pensions, annuities and who is currently nominated
- Life cover, critical illness and protection policies
- Business interests, shares and partnership agreements
- Debts, loans, credit cards and anything owed to them
- Utilities, insurers and the subscriptions that keep billing
- Digital accounts, photo libraries, domains and crypto
- Valuables, vehicles, jewellery and named possessions
- Pets, and who has agreed to take them
- Funeral wishes, and whether a plan is already paid for
What the toolbox produces
- One executor summary that reads as a set of instructions rather than a filing cabinet
- The location of every original document, from the Will to the share certificates
- Key contacts, so the executor knows who the accountant and the adviser are
- A running estate value, with inheritance tax exposure visible while it can still be planned for
- Private letters and messages, held back until they are released
- Named executors and guardians, with controlled release rules
- A full change history, so it is clear what was current and when
- Annual review prompts and reminders when something obviously needs updating
What it is, and what it is not. The Executor Toolbox is an estate information record, not a legal document. It does not replace a Will, and nothing in it changes who inherits. It sits alongside the Will your client has already made with you, written for the laws of England and Wales, and it is the thing that turns that Will into something an executor can actually carry out. Data is held encrypted in the United Kingdom, visible only to the client until they release it.
Your brand on the front. Ours nowhere.
You are asking a client to write down where their money is. There is no version of that conversation that works on a website carrying somebody else's name. From the domain in the address bar to the line on their statement each year, the Executor Toolbox is your product, sold by your firm, held on your account.
Your own domain
The vault runs on your domain or a subdomain of it. Clients log back in for years, and every time they do they are logging in to you.
Your identity throughout
Logo, colours, tone of voice, terms and privacy policy. The executor summary that eventually lands in a grieving family's inbox carries your firm on the front of it.
Your pricing, your margin
Charge annually, monthly, or once for life. Bundle it free with every Will to win the instruction, then let it renew. Give it away to existing clients purely to reopen the file. Your market, your call.
Recurring payments, straight to you
Subscriptions are taken on your branded checkout and settle into your own connected merchant account. Renewals, failed cards and dunning are handled without anyone raising an invoice.
The client stays yours
The estate data, the executors, the beneficiaries and the contacts all sit in your account. We do not read it, market to it, or sell anything off the back of it.
Live in days
Branding, domain, pricing, plans and renewal emails are configured for you. Most partners are inviting their existing Will clients into the vault inside a working week.
From first login to the day it is actually needed
Nine stages. The client builds the record, the platform keeps it alive for as long as they are, and you are pulled in twice: once when the estate shows there is work to do, and once at the end.
They land on your Executor Toolbox page
From your marketing, a search, the thank you page at the end of their Will, or an email to every client whose file has not moved in five years. It is the easiest thing you sell, because nobody has to be persuaded that their family should not have to guess.
They set up their secure vault
Email, password and two factor authentication, and they are in. No appointment, no forms in the post, no waiting for someone to call them back. Everything they enter from this point is encrypted and visible to nobody but them.
They work through the estate, one section at a time
Property, then accounts, then pensions and policies, then business interests, then digital, then possessions, then contacts, then documents, then wishes. Nine sections, saved as they go, and they can stop anywhere and come back to exactly where they were.
The assistant does the part people give up on
It asks the follow up question a form never does. You mentioned a rental property, is there a mortgage on it. You have listed a life policy, is it written in trust. It offers provider names rather than making them spell them, and it explains why an old pension nobody can find is worth chasing.
They pay on your checkout, at your price
Annual or monthly, taken on your branded page and settling into your own merchant account. Your name on the statement every year, your renewal email, your cancellation policy. Extra storage and physical document storage are offered here as add-ons.
The executor summary writes itself
Not a database dump. A clear document, in your branding, that tells an executor what the estate consists of, where each original is kept, who to contact first and what the deceased wanted. It is regenerated every time the client changes something, so it is never a snapshot of five years ago.
You read the estate and see the work in it
This is the part firms underestimate. A completed toolbox tells you the estate value, the ownership structure, the stale nominations and the policies sitting outside trust. You are looking at a fact find the client filled in voluntarily. The next section sets out exactly what gets flagged to you.
It is kept current, without you chasing anyone
An annual review prompt in your name, plus nudges when something obvious has changed: a house move, a new provider, a policy that has matured, a beneficiary who has died. Each nudge is a reason for your firm to appear in their inbox with something useful rather than a newsletter.
The executors are let in, and the estate work comes to you
On death, and only once it is verified, the named executors are given access to the summary and nothing else. They open a document with your firm's name on it, at the single worst week of their lives, listing everything they need and telling them who already knows this estate. That is how the probate and estate administration instruction lands with you rather than the high street.
A completed toolbox is the most honest fact find you will ever be handed
Nobody hides assets from a vault they built for their own children. Clients who would deflect every question in a meeting will sit at a kitchen table and type in the second property, the shares in the company and the policy that was never put in trust. The platform reads all of it. Where the estate shows work that needs a professional, the case is flagged and put in front of you instead of sitting in a database nobody looks at.
What trips the flag
What happens when a case is flagged
The client is never told they have got something wrong, and nothing is ever hidden from them.
- The record is scored the moment they save it, and again every time they change it.
- The client sees a straightforward prompt: your estate record shows something worth a conversation.
- They are offered your live diary and book a call or meeting there and then.
- You get the estate picture before the call, with the figures and the flag that fired, so you open with knowledge instead of a blank page.
- You advise and quote at your professional rate for the Will rewrite, the trust, the policy assignment, the business planning or the inheritance tax work.
- If there is nothing to do, nothing happens. The record carries on quietly and renews.
The commercial point. Most firms sell a Will, file it, and never learn what else that client owns. The Executor Toolbox gets the client to tell you, voluntarily, and then keeps telling you every time their circumstances move. It pays you a subscription for the privilege, it puts your name in front of the family on the day the estate is opened, and it hands you a ranked list of which clients are actually worth ringing. The subscription is the floor. The advised work it surfaces, and the estate administration that follows, is where the real money is.
Nobody lists their entire estate in one evening
They get through the house and the current account feeling productive, then reach pensions, realise they have no idea who holds the one from the job they left in 1998, and decide to dig out the paperwork at the weekend. The weekend never comes. An assistant trained on your service sits inside the vault to get them past that moment, and a follow up sequence goes after the ones who still drift off, without anyone in your office lifting a finger.
If they still leave, the follow up starts on its own
Every half finished record triggers the same ladder. Nobody has to notice, remember, or chase.
The assistant offers help at the exact section they stalled in, rather than a generic pop up asking if they need anything.
On page chatAn email from your firm with a link straight back into the section 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 half finished records 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 the account was called.
WhatsAppAn AI voice call offering to take the remaining details over the phone or book time with you, for the clients who would rather talk than type.
Voice AIThe sequence stops. The client is marked dormant and dropped into your reactivation list, so they are worked again later rather than chased forever.
Handed back to youTrained on your service, not the internet
It knows your price, what your plan includes, 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
Do I need the account number or just the bank. Does a pension count. What about the car. Should I put passwords in here. Who can see this while I am alive. What happens if I forget something.
It explains, it does not advise
How the toolbox works, what executors will need and how inheritance tax works in general terms is fair game. Anything that amounts to advice on this client's estate is handed to you.
It books straight into your diary
Where the estate throws up something real, or the client simply wants a person, the assistant reads your live calendar and offers actual appointment slots rather than promising a call back.
It sounds like your firm
Your name, your tone, your sign off, on your domain. 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 and go through the filing, usually the evening after clearing out a parent's house and swearing they will never put their own children through it.
Why this matters more than the vault itself. A half finished estate record is worth almost nothing to the family and nothing at all to you. It does not renew, it does not surface planning work, and it does not produce a summary anyone can use. The difference between a client who got as far as their current account and a client who finished is entirely a question of whether something was there to nudge them at the moment they lost interest.
You get told the moment there is work in it
A subscription that runs quietly 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 completed estate record turns into an appointment rather than sitting in a database.
D. Ellington has finished their record. Estate at roughly one point four million including a rental flat, a life policy of two hundred thousand not written in trust, and a Will dated 2009 naming a former spouse as executor.
Annual renewal for the Wainwrights, second year, plus physical document storage. Settled to your merchant account. Invoice raised against the client record automatically.
S. Okonjo has added a second property and removed a named beneficiary. The executor summary has been regenerated. Worth a look before the annual review, because the Will may no longer match.
M. Cadwallader stopped at pensions and policies, 41 per cent complete. The assistant is prompting them at sensible intervals. If nothing moves in a week, it lands on your call list.
Eleven records reach their review date this month. Two have payment cards expiring before the renewal runs. Both clients have been asked to update, in your name, before anything fails.
How the alerts reach you
Email, SMS, WhatsApp or in app
Choose per alert type. A flagged estate can ring through by text while routine renewal confirmations stay in email where they belong.
Routed to the right person
Advisers get the flagged estates, accounts get the renewals and failed cards, the front office gets the half finished records. Nobody wades through alerts that are not theirs.
One pipeline view
Every enquiry, part finished record, live subscription, flagged estate and executor release request on a single board, with the recurring revenue and the advised work sitting side by side.
Nothing goes quiet for a decade
This is the part firms never solve on their own. Reviews, nudges and renewals run on their own schedule, so the client hears from you every year without anyone on your team remembering to.
See it running on a live account
Twenty minutes, screen shared, using a real branded journey. We will build a short estate record, generate the executor summary in your branding, then deliberately trip a planning flag so you can watch the appointment land in the diary.
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.
Frequently asked questions
What professional firms ask before they launch with Ai Wills.
What is the Executor Toolbox?
A secure digital hub where a client records everything their executors will need after their death. Property, bank accounts, savings, investments, pensions, insurance policies, utility providers, digital assets, valuables, liabilities, key contacts, funeral wishes and where the important documents are kept.
How is it different from a Will?
A Will says who inherits. The Executor Toolbox says where everything is. Executors routinely spend months tracing accounts, policies and providers that nobody wrote down. The Toolbox removes that search, so the estate can be administered faster and with far less strain on the family.
How does the Executor Toolbox make money for my firm?
It is a subscription rather than a one off, so clients renew year after year. That turns a single Will sale into an ongoing relationship and a recurring revenue line, and it gives you a reason to be in front of the client every year instead of only when something changes.
Do clients have to fill it in all at once?
No. Clients add information at their own pace and the platform prompts them for anything still missing. A clear estate summary is generated for executors as the client adds detail, so the record is useful long before it is complete.
Is the Executor Toolbox branded to my firm?
Yes. It runs on your domain under your brand, at prices you set. Clients log into your service, not ours, and the annual renewal reinforces your firm rather than a third party.
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.