Offer your clients a free, professional will service, with your brand alongside ours.
Give the people you look after a genuinely valuable gift: a guided, professionally structured will at no cost to them. It carries your logo and colours, co-branded with Monument Wills as your trusted will partner.
Free for your clients · £99/month for you · Live in minutes
Simple £99/month
One flat fee, unlimited wills, no per-will charges
Co-branded with you
Your logo and colours, beside Monument Wills
Backed by Monument
An established will & estate planning partner
Up and running in four simple steps
No technical setup, no contracts to manage. Just a polished service ready to share with your clients.
Register & brand it
Sign up in minutes, add your logo, colours and support number. Your co-branded service is ready to go.
Share your link
You get a personal branded web address. Add it to your website, emails, newsletters or client meetings.
Clients create their will
Your clients are guided step by step to a professionally structured will, free of charge, at their own pace.
You stay front of mind
Every will is a touchpoint carrying your brand, deepening trust and keeping you part of your clients’ big decisions.
More than a gift: a genuine growth channel
Offering free wills does more than delight your clients. It opens up warm new introductions and a share of every upsell along the way.
Warm leads from every will
Each will names executors and guardians, often local family and friends who may need your services too. A natural, recurring source of introductions for follow-up business.
Earn on every upsell
During the will journey, clients can add optional paid services. You receive 50% of the profit Monument makes on anything they choose, commission that grows as your referrals do.
A free gift that builds loyalty
Every client gets a professional will at no cost to them: a genuinely useful, memorable gesture that deepens the relationship and keeps your brand close.
Upsell commission is 50% of Monument’s profit on optional extras your clients choose. The will itself is always free to them.
Exactly what your customers experience
A calm, guided journey from first details to a finished will, carrying your brand at every step. Hover to pause, or click a step to explore.
Step 1 of 7
Tell us about yourself
Built to fit the way you already work
Wherever you meet your clients around life’s big financial moments, a free will is a natural, welcome addition to your service.
Mortgage & protection advisers
A natural next step after protecting the home and the family income. Offer a will alongside life cover to complete the conversation.
Financial advisers & wealth planners
Round out estate and retirement planning with a will that reflects the plans you’ve built together, at no cost to your clients.
Estate agents
A thoughtful gift for buyers and sellers moving into a new chapter. Add value long after the sale completes.
Insurance brokers
Pair a free will with life and family cover so clients leave with their affairs genuinely in order.
Accountants & bookkeepers
Help clients think beyond this year’s numbers to what they leave behind: a simple, welcome addition to your service.
Funeral & later-life planners
Offer a dignified, practical way to put wishes in writing as part of your later-life and pre-need conversations.
A calm, guided experience they’ll thank you for
- ✓Completely free. Every client can create a will at no charge, with no catch.
- ✓Simple and guided. Plain-English questions, one step at a time, no legal jargon.
- ✓Professionally structured. A properly drafted will, valid in England and Wales, with clear signing instructions.
- ✓Optional secure storage. If they want it, clients can store their will safely for £30/yr, entirely their choice.
Everything included in one simple fee
One simple monthly fee
£99/month for unlimited wills, no per-will charges.
Co-branded experience
Your logo and colours, beside Monument Wills as your partner.
Live in minutes
No software to install, nothing to maintain. Register and share.
Fully managed for you
Monument hosts, maintains and updates the whole platform.
Questions, answered
The service is £99/month. That single flat fee covers unlimited wills for your clients, and there are no per-will charges. Your clients never pay for their will.
Ready to offer wills under your brand?
Set up your branded will service in a few minutes. £99/month, with free wills for every client.