Launching in 2015, WillSuite has become the industry-leading software for will writers, estate planners, IFAs, solicitors and accountants. In that time, our clients have been vocal about the impact our software has had on their firm.

"It is such a simple and effective software solution, and it just makes my life so much easier". (Omega Wills)

Beginning to use WillSuite

Most professionals who are looking for estate planning software are struggling with similar issues or challenges:

1. Drafting documents is a time-consuming process with a potential risk of errors.
2. Managing a client base can be difficult without an intelligent system to assist with communication and organisation.
3. Software that advertises solutions to the problems estate planners face can take weeks or months of onboarding and training.
4. Current solutions may not always provide every piece of functionality needed by a firm as standard, which can result in high cost.

Estate planners who adopt WillSuite as their software solution have done so because of the way it solves each and every one of these challenges:

1 - "Drafting Wills using WillSuite is 50% faster, drafting LPAs is 75% faster, and the mirroring feature across the board is 75% faster than using a more manual method." (Smith & Co)

2 - "We use it to book appointments with clients. We also use the invoicing facility as well. We're using the CRM system. We've also implemented Office 365, so the clients' emails go directly into the client file. It's cloud-based, everyone can log in, and everyone can see. We've got four users, so at any time, you know, everyone can log in and see where the file's up to, see where the case is up to, or if need be, they can print the documents as well." (Phillip Anthony Associates)

3- "This is for us. This is the right feel, it's the right fit. Approval from the directors and signed up, done. Really, really straightforward. It was no hassle at all. It was just basically a few clicks, five minutes, and you were done." (Aston Bond)

4 - "I find that the value for money in terms of what I get out of the software for my business and fees generated is, having looked at other providers in the market as anyone would, I think you're pretty much up there on price point. It's certainly a sweet spot, in terms of what you receive, not just in the software, but the support from you guys for the price that you levy." (Lacuna Wills)

Time-saving features

WillSuite saves a substantial amount of time for professionals:

"So there's the real-time drafting as we're taking our instructions, which obviously means that we don't then have to double up on time to draft the document. Um, and we especially like the connect function, where clients can log on to a portal, provide all the names and addresses of their beneficiaries, as well as provide their financial information ahead of the meeting. So that cuts our meeting time by about half." (Aston Bond)

“I think it's really handy in the way it works; the information comes across really quickly. And when you’re drafting a Mirror Will, that’s got to be at least a 75% time saving in my opinion, because it does it for you and you’re just checking it." - (Smith & Co)

What makes WillSuite special

Many users have cited that WillSuite 'ticks the boxes' in respect to what they need from software:

"The value for money is just, I mean, it's insane, frankly. And it's a fixed fee, rolling month contract, super flexible. It just makes sense that you would pay your costs and have all the extra free time that you get that comes with it. You make your money back easily." (Aston Bond)

"Having software in the background that speeds up productivity and the accuracy of documents that are produced, and streamlining the whole business in its totality, is absolute gold dust. You know, I spend less time in front of a laptop and more time in front of my clients, which is the whole reason why I do what I do, which is being in front of people, protecting their legacy, giving good advice and making sure the documents are produced in a timely manner." (Lacuna Wills)

For more information on how WillSuite can transform the way your firm operates, much like the businesses mentioned in this article, get in touch with our team today - info@willsuite.co.uk - 0330 223 0538