Pricing
Estate Planning SaaS UK Pricing: One Simple Platform Fee
No setup fee and no per-transaction cut — just a single monthly platform fee, with a 14-day free trial to try everything first.
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.
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. The AI-powered assistant, guided document wizards and our estate planning training module are all there to bring you up to speed.
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.