The system 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!
Here's just a few hand-picked features available within the software which help our clients to run and grow their businesses.
WillSuite is a software solution popular with law firms, it is built with solicitor drafted clauses, is proven and produces over 100,000 documents every year.
WillSuite is the software solution endorsed and promoted by both The Society of Will Writers and by The Institute of Professional Will Writers.
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.
Legal documents produced on our software last year alone.
Gifts pledged through our software last year.
Gifts to charity pledged through our software last year.
As many people in the industry know all too well, Covid-19 has had a significant impact on the estate planning sector, both from a business and client perspective. Social distancing and the government...
In order to be able to grow your business’ social media, you need to construct an effective social media plan. There are many aspects to think about and questions that you need to ask yourself about y...
Dementia comes in various forms and levels and some variations are milder than others. WillSuite is here to help you support your clients with dementia and other conditions and ensure they are in the...