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Professional Partners

Add estate planning to your client proposition.

Join over 450 advisers already using The Will Place to offer clients a trusted, co-branded will writing and LPA service — and earn competitive commission on every completed document.

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See the two models

Mortgage brokers ·

Financial advisers ·

Estate agents ·

Financial services professionals

Active partner advisers

Partnership models

£

Client will — or free on subscription

min

Active partner advisers

Choose Your Model

Two ways to partner with us

Whether you want to absorb the cost for your clients or refer them through your own branded link — we have a model to suit your business.

Subscription Model

Unlimited Wills for Your Clients

Pay a fixed monthly fee based on your adviser headcount and offer will writing to your clients at no cost to them. More completions, more engagement, more leads.

N

Your clients pay nothing for their will

N

Co-branded URL unique to your firm

N

Individual sub-URLs for each adviser

N

Start a will on behalf of your client from the platform

N

LPA service available for clients New

N

Competitive commission on all completions

N

Adviser-initiated LPA Coming soon

Request a Demo

Affiliate Model

Refer Clients, Earn Commission

No monthly fee. Refer clients through your co-branded link and earn commission on every completed document. Clients pay the standard service fee.

N

No monthly subscription fee

N

Co-branded URL unique to your firm

N

Individual sub-URLs for each adviser

N

Start a will on behalf of your client from the platform

N

LPA service available for clients New

N

Competitive commission on all completions

N

Adviser-initiated LPA Coming soon

Request a Demo

Subscription Pricing

Simple, scalable monthly pricing

Based on your adviser headcount. Clients on the subscription model pay nothing for their will — giving you a powerful way to add value to every client conversation.

1 Adviser

^£99

per month

Unlimited wills for clients at no cost to them

2–5 Advisers

^£175

per month

Unlimited wills across your small team

6–10 Advisers

^£299

per month

Full team access — unlimited client wills

11–25 Advisers

^£399

per month

Larger firm with full platform features

25+ Advisers

Bespoke

tailored pricing

Discussed case by case

All plans include unlimited client wills, co-branded URLs, adviser sub-URLs, start-a-will functionality, and LPA access for clients.

Platform Features

Everything built in from day one

Your co-branded platform is ready to use as soon as you sign up. Clients access it through a URL unique to your firm — and each adviser within your team has their own sub-URL so activity is tracked accurately and commission is attributed correctly.

The start-a-will function lets you begin the process on behalf of a client directly from your platform — invaluable when you’re sitting with someone who wants to get things moving there and then. Available on both the subscription and affiliate models.

Our LPA service is now part of the partner platform — a new addition that gives clients access to Property & Financial Affairs and Health & Welfare LPAs through the same co-branded link. Adviser-initiated LPAs are coming soon.



Co-branded partner URL

Your own unique URL with your firm’s name. Individual sub-URLs for each adviser — activity tracked automatically, commission attributed correctly.



Start a will for your client

Begin the will process on behalf of a client directly from the platform. Available on both models — ideal for face-to-face or phone appointments.



LPA service — now live

Clients can set up Property & Financial Affairs and Health & Welfare LPAs through your co-branded link. Adviser-initiated LPAs are coming soon.



Competitive commission

Earn commission on every completed will and LPA through your link. Tracked automatically and paid regularly — no chasing invoices.



Lead generation built in

Clients who complete a will or LPA through your platform are warm, engaged leads. The subscription model drives significantly higher completion rates.



450+ advisers already partnered

Join a well-established, active partner network. Our platform is already trusted by over 450 advisers across financial services in the UK.

How It Works

From demo to live in days

The process is straightforward — we handle everything on our side so you can focus on your clients.

01

Request a demo

Fill in the form below or call us directly. We’ll walk you through both models, show you the platform in action, and help you decide which approach makes most sense for your firm.

02

Choose your model

Subscription or affiliate — or we can discuss a hybrid. We’ll help you work out which drives the most value based on your client volume and how you want to position the service.

03

We set you up

We create your co-branded URL and individual adviser sub-URLs. Sign-up is confirmed by email. No technical work required on your side — we handle everything.

04

You’re live

Share your link with clients, use the start-a-will function in appointments, and start earning commission. We’ll keep you updated as new features — including adviser-initiated LPAs — are added to the platform.

Request a Demo

See the platform for yourself.

The best way to understand what The Will Place can do for your business is to see it in action. Fill in the form and we’ll be in touch within one working day to arrange a time that suits you.

The demo typically takes around 20 minutes and covers both partnership models, the platform features, commission structure, and how to get set up.

No obligation, no hard sell
Both models explained clearly
Platform walkthrough included

Live within days of sign-up

Support available throughout

Request your demo

We’ll be in touch within one working day.

Already a partner? Access your adviser dashboard and client management tools.

Partner & Adviser Login

Ready to add estate planning to your client proposition?

Join over 450 advisers already using The Will Place. Request a demo today.

Request a Demo

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