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 have introduced another initiative to help clients and users of our software. We are working with interested businesses in creating videos to showcase their business and will be interviewing...
How do you best avoid the rogue negative review, generate a stream of user feedback, and keep those positive reviews rolling? WillSuite provides some insight.
WillSuite has been designed with both small and large practices in mind and has solutions for both built into the software. This article explains how WillSuite is enabling estate planning businesses t...