UK-Based · White-Label · No Minimum Term

You sell.
You advise.
You move on.

We handle everything that happens next.

Your invisible, UK-based back office for estate planning — document production, client administration and fulfilment, completely under your brand.

First 3 matters at 50% · No minimum term · No retainer · No minimum volume

~2.5 hrs
Admin per client matter
~20 hrs
Lost per month on 8 matters
From £15
Your first trial matter
The real cost of doing it yourself — per matter
Type up notes & instructions20 min
Data entry into software15 min
Generate & check documents15 min
Email client, handle amendments60 min
Print, pack & post office run30–45 min
Total per matter~2.5 hours

8 matters a month = ~20 hours of unpaid admin. That's 2½ working days, every month.

Imagine this

Walking back to your car after an appointment.

This is what changes the moment you start using the Factory.

Instead of an evening of admin, this happens:
1
You take a photo of your notes — or record a 2-minute voice memo — and upload it from the car park.
2
You drive to your next appointment.
3
While you're advising client two, we're processing client one.
4
Finished documents arrive in your portal — under your brand — within 2 working days.
5
You forward them to the client. Or we post them directly. Done.
You stay in front of clients.
We stay behind the scenes.
What would you do with another 20 hours every month?

That's the real question.

The Factory doesn't just save you admin time. It gives you back something you can actually choose what to do with.

📅8 more client appointments
🏠Finish at 5pm, not 9pm
📈Work on growing the business
🌴Take a proper holiday
👨‍👩‍👧Stop working evenings
🎯Simply run a leaner practice

Three extra appointments a month at £300 each covers the Foundation Service cost nearly four times over. The Factory pays for itself.

"Administration doesn't grow a business.
Meeting clients does."

So spend your time doing the part only you can do.

Who we work with

Two very different situations. The same solution.

🎯

The Established Consultant

You've been doing this for years. You're good at it. Clients trust you. But somewhere along the way, the paperwork took over, and you spend more time at the keyboard than in front of the people who pay you.

You've thought about a virtual assistant — but handing client data to someone unverified carries real risk. You need a professional, compliant operation that understands estate planning documents.

More selling time Zero employment risk Compliance assured Scales with caseload
🌱

The Growing Practice

You're building momentum and you want professional infrastructure without taking on fixed overhead. Whether you're new to estate planning or new to Will Writer Pro, the Factory lets you start as you mean to continue.

Consistent production, dependable turnaround and capacity that grows with you — from day one, under your own brand, at a professional standard.

Professional from day one No fixed overhead Capacity grows with you Focus on clients
Why not just hire a VA?

This isn't a generic VA
learning estate planning
on your time.

A virtual assistant is a general resource. The Factory is purpose-built for one thing: producing estate planning documents to a professional standard, for consultants who can't afford mistakes in their clients' most important paperwork.

Try Your First Matter
🇬🇧
UK-based operators
No offshore processing. Every matter handled by trained UK staff.
🎓
Trained on Will Writer Pro
Our operators are trained on estate planning document workflows and the professional standards expected when handling sensitive client information.
📋
Repeatable, documented workflows
Every matter follows the same structured process. Nothing is improvised.
🔐
Controlled access to sensitive data
MFA, role-based access, confidentiality agreements, UK GDPR DPA in every contract.
"If something isn't clear, we ask. We never guess."
Every clarification sits permanently against the matter record. Nothing is assumed.
Service tiers

Full back office. Or just lick stamps.
You choose.

Select per matter — no commitment to one tier. Mix and match as your caseload demands.

1
Foundation
Choose this if: you want the drafting off your desk.
£30 + VAT per matter

  • Data entry into Will Writer Pro
  • Wills, LPAs & supporting documents
  • Document checking before delivery
  • 2 amendment rounds included
  • Client contact
  • Print & dispatch
You handle client delivery. We handle production.
Full details
3
Managed
Choose this if: you want everything after the appointment off your desk.
£90 + VAT per matter

  • Everything in Assisted
  • Professional print & binding
  • Sign Here markers at execution points
  • Royal Mail Tracked 24 dispatch
  • Email & SMS delivery alerts
  • Covering letter in your name
  • Will/LPA registration follow-up
Take the instruction. Send it to us. Move on.
Full details

All tiers include 2 amendment rounds per matter. Priority 1-working-day service: +£30. Additional amendments: £30 per round. Additional postage (e.g. OPG): at cost. All fees + VAT.

The numbers — 8 matters per month

Does it stack up?
Comfortably.

Metric Do it yourself Part-time employee Will Drafting Factory
Monthly cost £0 £1,457/month (all-in) £240/month (Foundation × 8)
NIC / pension / holiday None Included within £1,457 None
Sick days / absence cover N/A Your problem Never your problem
Admin hours freed per month None — ~20 hrs consumed Delegated ~20 hours freed
Scales with caseload You get busier Fixed cost regardless Pay per matter only
White-label delivery Yes Setup required Always — every document
Additional appointment capacity* None Some Up to 8 extra/month

*Employee cost based on NLW £12.71/hr, 20 hrs/week, 2026/27 NIC and pension rates — all figures included within the £1,457 monthly total. Appointment capacity based on freeing ~20 hours of admin time.

Foundation Service costs £240/month for 8 matters. Take 3 extra appointments at £300 each and you've generated £900 against a £240 outlay. The Factory pays for itself nearly four times over — and you recover 20 hours you can use however you choose.

What your clients see

To your client, it simply looks like your business is exceptionally efficient.

Your client never sees the Factory. They see documents arriving promptly, queries handled professionally, and their adviser delivering an exceptionally efficient service.

Your client.· Your brand.· Your reputation.
The process

Submit. We produce. You deliver. Done.

1

Submit

Web form, PDF, photo of notes, or voice recording from your car. Any format.

2

We Check

Reviewed within 2 hours. Gaps flagged in your portal — no phone tag, no email chains.

3

We Produce

Documents generated and quality-checked within 2 working days of complete instructions.

4

You Deliver

Download from portal and send under your name — or we post direct to the client.

Built around UK GDPR responsibilities

We earn trust with evidence,
not just promises.

🇬🇧

UK-Based Team

No offshore processing. Every matter handled by trained UK staff who understand estate planning documents and the professional standards your clients expect.

🔒

Controlled Access

MFA enforced. Role-based access controls. Staff confidentiality agreements. Principle of least privilege. Cross-cut shredding of all printed materials.

📄

DPA in Every Contract

A full Data Processing Agreement is included in every Master Services Agreement. Your client data stays yours — we process it only on your documented instructions.

🗂️

Full Audit Trail

Every job, clarification, and document version retained in your portal. Every clarification sits permanently against the matter record — nothing disappears.

Don't take our word for it

Give us a matter.

Your first three matters are at 50%. See how we handle the instruction. See the documents we return. See how much time you actually save. Then decide whether you want to use us again.

Your next appointment should create work for us —
not another evening of work for you.

Take the instruction. Send it to the Factory. Move on.

Try Your First Matter View All Services

No minimum term · No retainer · No minimum volume · Pay only for what you use