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.
What a week it's been, to commemorate, i've put together a short article about what I've got involved with and the future looking forwards.
WillSuite is adding new functionality all of the time. This short article explains how to change the formatting of the headers within your Wills.
From our experience, your email signature provides a great opportunity to get across the key information but to be different. Here is a story about experience with using email signatures.