Estate Planning · SaaS for Financial Services
Power Your Estate Planning Business, All in One Platform
A white-labelled website, AI-assisted document generation, self-service Online Wills, a regulated legal & probate partner, training and marketing — everything a will writer, estate planning consultant or financial services professional needs to run the business, in one place.
14 days free. No card required to start exploring.
Your Estate Planning Hub
LiveYour Dashboard
Meet your new estate planning hub
Every lead, every pound of revenue, and the future value of every will you've written — tracked automatically, from every source, in one place.
Leads
709
Current month to date
Track all your customers and leads from every source, in one place.
Revenue
£1,362.32
Current month to date
Get paid directly via Stripe when you sell wills through Online Wills.
Probate Bank
£207,509.00
Current month to date
Track the future value of probate cases pipelined from wills you've written.
Your clients need estate planning. They just don't know it yet.
The Problem
Estate planning is easy to put off. Most clients never think about it until a life event forces the conversation — by which point they've gone elsewhere for it.
The Moment
You already have the relationship, the trust and the timing. A mortgage review, a protection conversation, an annual check-in — each one is a natural opening.
The Opportunity
Spark Solutions turns that moment into revenue — a branded platform, a regulated legal partner, and a Probate Bank that keeps growing with every will you write.
How It Works
Three steps. Keep it simple.
- 1
Start your free trial
Create your account and explore the full platform, free, for 14 days.
- 2
Launch your branded site
We launch your white-labelled estate planning website — your logo, your colours.
- 3
Start earning
Generate documents, sell Online Wills and get paid directly via Stripe.
Who It's For
Built for two kinds of estate planning business
Everything Included
Six modules. One platform.
Your white-labelled estate planning website
We design and launch a fully branded website for your business — your colours, your logo, compliant legal descriptions throughout. Every site is secured with HTTPS so lead contact information reaches you safely.
AI-assisted document generation
Industry-leading software for creating wills, Lasting Powers of Attorney and trusts, built for accuracy, compliance and ease of use — with an AI-powered assistant on hand to answer estate planning queries as you go.
Online Wills — your self-service lead generator
A standalone, self-service DIY wills platform — free or priced however you choose. Run multiple campaigns at multiple price points and keep all the revenue; it's the low-cost hook that pulls clients in, then feeds them into your fuller services.
A trusted legal & probate partner
Executorship, probate, estate administration and trust-related services, delivered through our trusted legal partner. Every piece of work is reviewed and approved by a fully qualified, regulated solicitor.
Estate planning training
A professional learning platform with expert-developed courses, so you and your team can build real estate planning knowledge — no prior experience required.
A marketing module built for growth
Our marketing team helps grow your brand and get you noticed, with campaigns tailored to your goals — so the leads keep arriving while you focus on clients.
Pricing
Everything you need, in one plan
One powerful plan with everything included — no tiers, no compromises.
Pro plan · everything included
£325/ month
14-day free trial · no setup fee
- White-labelled estate planning website
- Industry-leading document generation software with AI assistant
- White-labelled, customer self-service (DIY) Online Wills website
- Legal & probate partner, reviewed by a regulated solicitor
- Free document storage
- Access to a pool of experienced estate planners (commission share)
- Estate planning training module
- Social media marketing module
Cancel any time before your 14-day trial ends — completely free, no questions asked.
14+
Years of estate planning expertise
6
Modules, one platform
14
Day free trial
“[PARTNER QUOTE]”