Estate planning professionals have to deal with a variety of different challenges, including balancing their workload, communicating effectively with clients, meeting strict deadlines and maintaining a high level of due diligence. Thankfully, technology plays a huge role in supporting professionals with these challenges and enabling businesses to grow. Thousands of professionals have come to rely on the efficiency that software is able to provide.

Whether you’re a user of the system looking to utilise more of the software or a professional seeing what’s on the market, let’s explore just 5 WillSuite features that can enable huge boosts in both efficiency and productivity.

Letter templates

Imagine if all of your existing client facing letters could be ready to send to the client with a simple press of a button. With WillSuite, you don’t need to imagine.

Letter templates is a feature, which after an initial setup, can be used to download letters with all of the client information pre-filled in. Using our clever merge tags, you are able to use the data you’ve previously already entered into the system to draft letters with one click.

This can also be done either by uploading pre-existing documents, or creating them all through the WillSuite system.

Connect and Online payment

Connect is WillSuite’s online client facing portal, and has been tuned to meet the everyday needs of professionals looking to effectively communicate and collaborate with their clients. This includes features like;

• Document approval, signing and uploading
• Online payment
• Custom questionnaires
• Address book and Asset and Liabilities data entry requests
• Appointment booking

Because the portal is easily accessible across a range of different devices and is user-friendly, it makes for a fantastic tool during the instruction taking process.

CRM Filters

CRM filters allow you to truly customise and optimise the way you input data into WillSuite. It’s as simple as setting up each data point you’d like to track, for example if you wanted to input client data regarding funeral details, referral information or even document storage locations. The possibilities are truly limitless and can be created bespoke to your company processes. Data can also be inputted in a variety of different ways, such as:

• Date
• Currency
• Checkbox
• Textbox
• Dropdown

Pipelines

WillSuite’s pipelines are effectively a custom workflow tool that is fully user-customisable, automatically set tasks, can easily apply watermarks to documents and automate the process of sending out emails and SMS messages. The great thing about pipelines is that they only need to be set up once for each business process, whether it’s for monitoring the progression of LPAs or Wills, checking in with the client to guarantee satisfaction or chasing up members of the team to ensure deadlines are met, pipelines can do it all with limitless efficiency.

Dynamic questionnaire

WillSuite’s questionnaire is not only intuitive, it is also incredibly efficient at drafting perfect documents, every time. From simple to complex Wills, Lasting Powers of Attorney, Severance of Joint Tenancy, Living Wills and Letters of Wishes, WillSuite can automate the drafting process for every document.

In addition to this, WillSuite also provides supporting documents like letters to executors, a Will commentary and interview questions, all with the client’s details automatically generated.

Special mentions

Address book

Both the case and global address book allows for seamless entry of relationships into your client’s documents, simply enter their details once and they can be drafted in at any point. Address books can also be exported and sent to the client to ensure all the details are correct and you can even create new cases from anyone in the address book with a click of a button.

Print, bind and send

WillSuite’s print bind and send feature allows you to cut down on lengthy printing processes by sending both the documents and posting information to our printing team to professional bind and send to the client.

If you’d like to learn more about any of the above mentioned features, get in touch with a member of our team today! [email protected]