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.
Are online Wills a good idea? Should you be offering them to clients or prospects? We explore why they help a business in this short article.
Want to know how quickly you can draft a Will on WillSuite. Phil and I (Tom) challenged each other to write a Will as quickly as we could. Who do you think won?
Even the simplest of software can have an initial learning curve, and even once you learn the ins and outs, there always seems to be more to learn. So what does it take to become a master of WillSuite...