Estate Planning Software for Professionals

A suite of legal software solutions for progressive Solicitors, Will Writers and Estate Planning Professionals in the legal industry.

Or book a demo with one of our friendly team

Industry leading software

Reduce drafting errors while saving time and money

WillSuite allows you to offer the full estate planning package. Once you have input your client's information, drafting a Will or Powers of Attorney can take just minutes!

A Will and a lasting power of attorney

Last Will & Testaments

Lasting Power of Attorneys

Lifetime Trusts

Land Registry Forms

General Power of Attorneys

Advance Decisions

A Will and a lasting power of attorney
A Will and a lasting power of attorney
A Will and a lasting power of attorney

We're working alongside some awesome associations within the profession

society of will writers logo
institute of professional will writers logo
new leaf logo
ICAEW logo
A Will and a lasting power of attorney
A Will and a lasting power of attorney
A Will and a lasting power of attorney

Software for Estate Planning Professionals

A Fully-fledged Business Tool

Here's just a few hand-picked features available within the software which help our clients to run and grow their business.

A Will and a lasting power of attorney

Appointment Booking

Interaction Logs

Mail Merge Letters

Invoicing

Automated Communication

Pipeline Tracking

System Reporting

SMS Reminders

CSV Exporting

Customisable fields

Office 365 Integration

Role Management

Why WillSuite?

A technology first approach to Will Writing Software

Solicitors

WillSuite is a software solution popular with law firms, it is built with solicitor drafted clauses, is proven and produced over 1 million documents.

Will Writers & Estate Planners

WillSuite is the software solution endorsed and promoted by both The Society of Will Writers and by The Institute of Professional Will Writers.

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Accountants & IFAs

There is a natural synergy between estate planning and financial planning. WillSuite enables both IFAs and Accountants to add additional revenue streams for their business.

Setting the precedent

We've got a room full of experts ready to help you

Over 1,000,000+

Legal documents produced on our software to date.

£100 Billion+

Gifts pledged through our software.

£1 Billion+

Gifts to charity pledged through our software.

Do you practice probate?

See how LEAP Estates' end-to-end digital solution can help

LEAP Estates occupies a unique position in the legal software market, providing specialist software for probate solicitors and estate planners. With powerful features and functionality, the innovative solution provides everything you need to manage your client’s wills, LPAs and estates efficiently, including case management, accounting, document assembly and management, will building and legal publishing assets in one integrated cloud solution.

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Generate IHT400 forms and schedules

Comprehensive and Estate Planning

Integrated with WillSuite

Seamless time tracking

Automate forms and precedents

Microsoft 365 integration

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Our customers love us, but don't just take our word for it...