FOR FINANCIAL ADVISERS AND SOLICITORS

Work alongside your clients’ estate plans

Join the WillFull directory, get introduced to people who need your advice, and work in a client’s WillFull account with their permission. No more chasing spreadsheets.

1Get introducedClients find you in our directory when they need advice on tax, pensions, trusts or probate.
2See the full pictureWith permission, view a client’s assets and IHT estimate, always up to date.
3Work on their behalfWith edit access, update records for clients, so they don’t have to.
Step 1 of 3

Apply to join

I’m a
YOUR CLIENT DECIDES

Access is always chosen by the client

VIEWSee their whole pictureProperty, accounts, pensions, policies, businesses and their Inheritance Tax estimate, kept up to date automatically.
CAN EDITDo the work for themAdd and update records on their behalf. Every change you make is logged and shown to the client.
NEVERWhat you can’t doChange or sign their will, see their private messages, or keep access after they remove you.
PARTNER PRICING

Free to join. The more clients you cover, the less you pay.

If you pay for your clients’ Estate plans, you get a discount based on how many active clients you pay for. Your tier updates automatically each month.

Starter0% off1–5 clients£99per client, per year
Bronze10% off6–15 clients£89.10per client, per year
Silver15% off16–30 clients£84.15per client, per year
Gold20% off31–75 clients£79.20per client, per year
Platinum25% off76–150 clients£74.25per client, per year
EnterpriseLet’s talk151+ clientsCustomVolume pricing and dedicated support
Prices per client. WillFull Ltd isn’t VAT registered, so no VAT is added. Clients who pay for their own plan are always free for you to work with and don’t count towards your tier.
QUESTIONS

No, joining is free. You only pay if you choose to cover your clients’ Estate plans, and the more clients you cover, the bigger your discount, up to 25%.