Institute of Professional Will Writers selects WillSuite as their Will Writing Software Provider

Written by WillSuite on 21st August 2020

We are delighted to announce that we have been made the will writing software provider of choice for the Institute of Professional Will Writers (IPW). All members are now able to benefit from an extended 3-month trial period on WillSuite to see how the software can help them start building their business.

For over 5 years, WillSuite has become the software provider of choice for hundreds of Solicitors firms, Accountants, Financial Advisers and Estate Planning Professionals and is now the preferred provider for both the SWW and IPW.

This new partnership with the IPW means that even more industry professionals will now be able to enjoy and benefit from the quality of the WillSuite software which will not only make their lives easier but will also provide comprehensive legal documents for their clients

Our software has been tested by the IPW council over recent months to ensure it meets the demands of the IPW members.  The deal agreed provides that IPW members will gain access to an extended trial of the software as they work to build their business

Additionally, WillSuite will be supporting the IPW with a comprehensive training programme designed to familiarise users with the system enabling them to make the most of all of the features within the software.

Features including;

  • Appointment booking – with SMS and email notifications
  • A full CRM system – to manage client interaction
  • Legal Document Production – with the provision for complex planning
  • Invoicing – and cashflow tracking
  • Data Analysis – to help drive new business

WillSuite is looking forward to a long and prosperous relationship with the IPW and is keen to help forward thinking IPW members to get to grips with the system.

If you’re an IPW member looking to start your trial of the software, please email [email protected] with your IPW membership number, your logo, business address, and contact details and we will assist you to access they system.

We look forward to working with you.