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.
Having been in my post as Head of Growth at WillSuite for 6 Months now, I've written a short blog about my experiences. This time though, I've added in a couple of trade secrets about some of the tech...
Software is becoming an even more crucial part of our industry and is widely used to draft legal documents, to help manage caseloads, to keep clients updated about the progress on their cases and to h...
Fear of the unknown or fear of change is something that often stops us in our tracks. The number of awesome features within WillSuite may seem daunting but within a one hour demonstration, you will fi...