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.
Don't waste time trying to find people in your CRM system.. Use the 'address book search' feature and save time. Here is how it works...
Printing, Binding and Sending Wills - WillSuite's service aims to help firms who need some additional support.
Building a successful practice doesn't happen overnight. Be pro-active and take steps to build your business by using the 'Know, Like and Trust' principle. WillSuite have a built-in tool to make life...