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!
Last Will & Testaments
Lasting Power of Attorneys
Lifetime Trusts
Land Registry Forms
General Power of Attorneys
Advance Decisions
We're working alongside some awesome associations within the profession
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.
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.
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.
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.
Generate IHT400 forms and schedules
Comprehensive and Estate Planning
Integrated with WillSuite
Seamless time tracking
Automate forms and precedents
Microsoft 365 integration
Our customers love us, but don't just take our word for it...
Highlights from our blog
Ways to improve your storage offering (and build value in your business)
In this short article we explore ways in which you can improve your storage offering. We've broken down the article into what others are doing, practical considerations and what we, as a software prov...
What can you expect and what have we delivered?
Over the last 9 months our solution has improved and our business has increased MASSIVELY. Here is what we promised 9 months ago, here is what we delivered and here is what you can expect next.
Turn website visitors into clients with this simple approach
We caught up with Neal Astbury (Heritage Wills & Trusts) to discuss how he's leveraging software to automate the client instruction process. He didn't have to write any code, it was straightforward to...