The day-to-day workload for will writers and estate planners is demanding. Practitioners work hard to deliver the best possible service for their clients, yet expectations continue to rise. Today’s consumers want faster turnaround times, clear communication, and complete transparency.

At the same time, compliance requirements are tightening. Many firms still rely on outdated processes, disconnected systems, and manual administration. These inefficiencies can quickly overwhelm practitioners and compromise client service.

How can this pressure be reduced?

The key question for estate planning and will writing firms is: how can you continue to deliver excellent client service and remain compliant, while also managing heavy workloads?

Increasingly, the answer lies in adopting modern technology. Despite common assumptions, research shows that the profession is still lagging behind:

• Only 18% of practitioners feel their firm is quick to adopt new technology.*
• 52% rate their firm’s research processes as slow.*
• 66% believe their firms are generally slow to respond to change.*

The right software can make a huge difference. It can help firms manage workloads more effectively, streamline administration, and create opportunities for growth.

What to consider when updating systems

When reviewing software options, firms should look beyond functionality alone. Lengthy contracts, multiple subscriptions, hidden costs, and the difficulty of managing several systems at once are all potential pitfalls. The best solution is one that combines essential tools in a single, intuitive platform.

The solution: WillSuite

WillSuite takes a technology-first approach to will writing and estate planning. Designed with professionals in mind, it helps firms improve productivity, enhance client service, and scale their business.

(Example of WillSuite's dynamic and intuitive questionnaire-based drafting system.)

With WillSuite, estate planners can:

• Draft a wide range of estate planning documents, from simple wills to LPAs, letters of wishes, and severance of joint tenancy.
• Manage client cases with ease, thanks to custom reporting, automated communication, and advanced CRM functionality.
• Customise clauses, documents, emails, and letters.
• Offer clients a secure, branded portal for document signing, approvals, and case updates.
• Generate professional invoices and accept electronic payments.
• Harness AI tools such as WillScan AI, which extracts and inputs data from digitally scanned wills.

There is much more to explore, and a full list of features can be found here: WillSuite Features

Is WillSuite right for me?

We understand the importance of testing new software before committing. That’s why WillSuite offers a free 14-day trial and a 30-minute demonstration, so you can experience the platform first-hand and decide whether it’s right for your firm.

Find out more and start your trial here: WillSuite Trial

*Source: https://www.lexisnexis.co.uk/blog/future-of-law/the-slowest-moving-areas-of-uk-law-firms