We know what happens after a consultant leaves a client's house. We've seen it, and we built the Factory to fix it.
Independent estate planning consultants are exceptionally good at what they do in front of clients. It's what happens afterwards that causes the problem.
The notes get typed up late at night. The data entry gets done on a Sunday. The post office run happens on the way back from the school run. The amendments get handled during what should have been a lunch break.
None of that time is billable. None of it grows the business. And the more successful a consultant becomes, the worse the problem gets.
We built the Will Drafting Factory to remove that problem entirely — for any consultant who wants it gone.
"Our ambition isn't to become the biggest outsourcing company in the country. It's to become the most trusted."
"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 a service that feels larger than it is.
Our operators are trained on Will Writer Pro, estate planning document workflows and the professional standards expected when handling sensitive client information. Not learning on the job. Not figuring it out as they go.
The Factory exists solely to serve estate planning consultants. Every process, every template, every workflow is built for one purpose. A generic VA cannot offer that — and your clients' wills are not the right place to find out the difference.
Staff confidentiality agreements. Multi-factor authentication. Role-based access. Principle of least privilege. Cross-cut shredding. A full Data Processing Agreement in every client contract. This is documented infrastructure, not a promise.
Estate planning documents contain some of the most sensitive personal, financial and health information a person will ever share. Our security controls are not a marketing checklist. They are operational requirements.
Multi-factor authentication enforced across all systems. No exceptions.
Role-based access controls — operators access only what their specific role requires.
Staff confidentiality agreements signed as a condition of engagement.
Cross-cut shredding of all printed documents. Nothing goes into general waste.
Principle of least privilege applied to all platform and software access.
Full UK GDPR Data Processing Agreement included in every Master Services Agreement.
Data Controller. You own all Case Matter data and end-consumer personal data. You determine the purpose and means of processing.
Data Processor. We act only on your documented instructions. We process data solely to fulfil the Services — for no other purpose.
We do not transfer Client Data outside the United Kingdom without your prior written consent.
The Factory's document production is built around Will Writer Pro — one of the UK's leading estate planning platforms. Our operators are trained on this software. The output is the same quality and format as documents produced directly within the platform — because they are.
This is not a workaround. It is a professional layer of skilled operation on top of professional software.
An active Will Writer Pro licence is required to use the Factory's services.
Your instructions arrive via the Factory portal. Operators process them within Will Writer Pro. Completed documents are returned to your portal — branded as yours, within SLA, with a full audit trail.
First three matters at 50%. No minimum term. See the quality before you decide.
Try Your First Matter from £15