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.
WillSuite's new article helps practitioners understand the theory behind the 6 touch marketing strategy - written by Tom Stansfield
5 months have flown by since joining the team at WillSuite. Here is a summary of what has happened recently and what we have been up to.
WillSuite's Head of Growth shares information about what he would do to get business - longer term