Pricing
Estate Planning SaaS UK Pricing: One Simple Platform Fee
No setup fee and no per-transaction cut — just a single monthly platform fee from £150, with a 14-day free trial to try everything first.
Every module included
From £150/ month
14-day free trial · no setup fee
Your exact monthly fee (£150–£285) depends on the document engine you choose during account setup.
- White-labelled estate planning website
- Industry-leading document generation software, with AI-assisted drafting on our higher-tier engine
- 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.
Prefer to pay now instead? Skip the trial
Every module, every plan
Frequently Asked Questions
Everything you need to know
Can I book a demonstration before joining the platform?
Yes. You can book a live demo at any time, or start your 14-day free trial straight away and explore the platform yourself — whichever you prefer.
I don't have any estate planning experience, can I still use this platform?
Yes. The platform is built for people without an estate planning background. Guided document wizards and our estate planning training module bring you up to speed, and our higher-tier document engine adds an AI-powered assistant on top.
What if I already have an estate planning website?
That's fine — you don't have to use the white-labelled website we launch for you. You can still access the document generation software, Online Wills, legal & probate partner and every other module on your existing site.
Is there a limit on how many documents I can write each month?
No. Your monthly platform fee includes unlimited use of the document generation software — there's no per-document or per-transaction charge.
Do I need to use your solicitors?
No. Our legal & probate partner is there whenever you need a regulated solicitor to review or handle probate, estate administration or trust work — but you're free to use your own where you already have a relationship.
Can I build and sell a Will Bank?
Yes. As clients complete wills through your platform, the future probate value attached to those wills builds your Probate Bank — a growing asset for your business that you can track from your dashboard.
No setup fee. No per-transaction cut.
Try everything free for 14 days. Cancel any time before your trial ends.
Prefer to pay now instead? Skip the trial