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.
It's been two months already? Sam shares his experiences and provides some insight on what he's been up to.
WillSuite has just launched another new feature enabling users to offer ‘Secure Pay by Link’ thanks to our Stripe Integration. It's easy to set up and bound to improve cashflow. Here is how it works.
WillSuite enables you to automate your processes, client, and adviser communication. We have expanded this functionality and now you can use SMS communication to keep clients up to date with where the...