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.
The WillSuite team is excited to announce the release of the WillSuite app, now available on LEAP’s marketplace. This exciting integration combines the powerful and efficient drafting capabilities of...
In today’s article, we’re going to be looking at four WillSuite features that incorporate automation that you can be using right now to save valuable time for your business each week.
Estate planning professionals have to deal with a variety of different challenges, including balancing their workload, communicating effectively with clients, meeting strict deadlines and maintaining...