Become an Estate Planning Consultant with flexible, home-based work.
Wills Recruitment connects motivated people with a proven estate planning opportunity – helping families with Wills, Lasting Powers of Attorney, Trusts and Probate, while you build a flexible, self-employed income from home.
Ideal as a career change, side-hustle or return-to-work option. No legal background required – full training and support are provided.
The opportunity
As an Estate Planning Consultant, you’ll guide clients through important decisions about Wills, Lasting Powers of Attorney, Trusts and Probate – helping them protect their assets and loved ones.
Advise and support clients
Run remote consultations to understand each client’s situation and make clear recommendations on suitable estate planning solutions.
- Explain Wills, LPAs, Trusts and Probate in plain English.
- Gather information using structured fact-finds.
- Submit cases to a legal drafting team.
Flexible, home-based role
You decide when and how much you work – full-time, part-time or alongside other commitments such as family or another role.
- Work entirely from home, anywhere in the UK.
- Use Zoom, Teams or phone for client meetings.
- Fit appointments around your availability.
Professionals from many backgrounds
You don’t need to be a solicitor. Many successful consultants come from sales, financial services, customer service, or simply have strong people skills.
- Retired or semi-retired professionals.
- Stay-at-home parents and returners to work.
- Career changers and side-hustle seekers.
Earnings & commission
This is a self-employed, commission-only opportunity with 35% commission paid on every completed case. Your income depends on the time and effort you put in.
Example commissions per case
| Service | Typical commission |
|---|---|
| Wills | £52 – £84 |
| Lasting Powers of Attorney (LPAs) | £147 |
| Trusts | £523 – £698+ |
| Probate | £208 – £418 |
A single Trust instruction can generate over £500 in commission.
Typical monthly earnings for active consultants: £2,500–£3,000+.
Top performers: £5,000–£8,000+ per month.
What this means in practice
- Uncapped earnings – you’re paid per completed case.
- Ideal for people confident with B2C conversations.
- You are responsible for managing your own tax and finances as a self-employed consultant.
- Professional Indemnity Insurance and SWW membership are required (support is provided).
Training & support
You’ll receive structured training and ongoing support so you can build confidence and competence as an Estate Planning Consultant.
Estate planning training
You’ll be guided through the key areas of estate planning, with materials you can revisit at any time.
- Wills and estate distribution.
- Lasting Powers of Attorney (LPAs).
- Trusts and asset protection.
- Probate and estate administration.
Industry alignment
Training is aligned with standards recognised by the Society of Will Writers (SWW), with support available for your membership application.
- Guidance on compliance and best practice.
- Support from experienced professionals.
- Access to templates, tools and resources.
Tools & ongoing support
You’re not on your own. You’ll have access to systems and support to help you run your practice smoothly.
- CRM system and client tools.
- Marketing templates and materials.
- Weekly development sessions and ongoing support.
Success stories from our consultants
People join this opportunity from all sorts of backgrounds. Here are a few examples of how consultants are using estate planning work to create flexible, meaningful income.
“I started this alongside my part-time job to bring in extra income. Within a few months I was comfortably averaging a couple of Trust cases a month and now this is my main focus.”
“I wanted something professional I could do from home around the school run. The training made the legal side feel manageable and I really enjoy helping families get things sorted.”
“After taking early retirement I missed working with people. This lets me use my experience, stay mentally active and generate a solid additional income without going back to a 9–5.”
Ready to explore the Estate Planning Consultant opportunity?
If this sounds like the right fit for you, the next step is simple: send your CV and a short note about why the role interests you. Shortlisted candidates will be contacted to discuss the opportunity in more detail.
Please note: this is not an employed salary role. You will be operating as self-employed and are responsible for your own tax and insurance.
Apply by emailinfo@willsrecruitment.co.uk
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