Will Writing Software UK: What Professional Firms Need in 2026

Clients no longer want to block out an evening for a home visit just to start their Will. They want to begin on their phone, pause, and finish when they have the details. Firms that offer that convenience win the instruction. Firms that do not, lose it to whoever does.

What does Will writing software actually do?

It replaces the paper fact-find with a guided online journey. The client answers plain English questions, the system captures structured data, and your team reviews the instructions before the Will is prepared.

A complete journey should cover personal details, executors and replacement executors, guardians for minor children, cash gifts, gifts of personal possessions, charitable gifts, pet provisions, funeral wishes and the residuary estate.

Which Will types should the software support?

At minimum you need single Wills and mirror Wills for couples. Mirror Wills are one of the most common instructions, so the journey should let both partners complete their details without repeating shared information.

Complex matters such as property protection trusts, business assets or foreign property should be flagged for adviser review rather than forced through an automated path.

Can Will writing software handle signing?

Not digitally. Under section 9 of the Wills Act 1837, a Will must be in writing and signed by the testator in the presence of two witnesses present at the same time. The temporary allowance for video witnessing ended on 31 January 2024, and electronic Wills are not valid in England and Wales in 2026.

Good software produces the Will with clear signing instructions and tracks whether the signed copy has come back.

How does Will writing software increase revenue?

• More completed instructions: automated email, SMS and WhatsApp reminders bring back clients who stall.
• Payment on instruction: clients pay online, so cash arrives before the work starts.
• Natural cross-sell: a Will client is the ideal LPA client, and the system can prompt that conversation.
• Future work: Will reviews after life events keep clients coming back to you.

What should you avoid?

Avoid tools that put another company's brand in front of your client, cap your contacts, or leave you exporting data into a separate CRM. Each of those adds cost and leaks clients.

For the wider picture, see our estate planning software buyer's guide.

Frequently asked questions

Is online Will writing legal in the UK?

Yes. Taking Will instructions online is legal. The Will itself must still be signed on paper in front of two witnesses in England and Wales.

Can I set my own Will prices?

With white-label software such as Ai Wills, yes. You set your prices and take payment directly.

Does Will writing software handle mirror Wills?

Good platforms do. Ai Wills supports single and mirror Wills in the same journey.

Who uses Will writing software?

Will writers, estate planners, solicitors, financial advisers, mortgage advisers and other firms that want to offer Wills under their own brand.

This article is general information about the law of England and Wales as at 2026 and is not legal, tax or financial advice. Take advice specific to your circumstances. Last reviewed: September 2026.