Events Calendar

Join us and our partners for a series of informative events and business surgeries designed to help you and your business gain knowledge, get support, guidance and advice.

Can't make one of our sessions? Sign up to our newsletter to stay tuned for more events here.

10:00am Mon, 11th July 2022

TrustSuite | Training

Legal tech is helping to transform businesses. During this session we will share how TrustSuite's lifetime trust (The Asset Allocation Trust) enables you to speed up the access to lifetime trusts and to bring down the cost. This is run by our solicitors who will run through how the trust works, the tax position and how to submit your instructions. The TrustSuite team will also run through how to come onboard and start submitting instructions.

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10:00am Mon, 18th July 2022

WillSuite - Marketing tips for small businesses

Sam from WillSuite's Marketing department will be running a free hour long session to talk about some of his favourite marketing strategies aimed at increasing the marketing performance of small businesses. The topics covered are as follows: How to stand out in a noisy market Tips for how best to spend your marketing budget Define your market niche with unique selling points Retaining customers FREE marketing brochure/guide for anyone who attends 👍

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10:00am Wed, 27th July 2022

Love Legal Connect - Your Client Portal

In this free training session, you'll learn how to use WillSuite's client portal - Love Legal Connect. We'll look at how best to utilise this tool to speed up existing processes and improve communication with your clients. Using our intuitively designed Connect dashboard you can request the following from your clients: Documents to be uploaded and approved as well as electronically signed Information such as case details, assets and liabilities and address books Custom questionnaires with customisability Request appointments with pre-set availability Connect all of the above with your existing pipelines All of these requests are sent to the client via email and are completed using a secure client facing portal.

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Past Events

10:00am Mon, 4th July 2022

TrustSuite | Lifetime Trust Training

In this webinar, we'll be covering the Lifetime Trust and how/when it should be used to benefit your clients. The session will run for an hour, and will contain a question and answer segment to answer any questions you might have during the session. We'll also look at how the process of drafting these types of trusts can be optimised using software automation.

Online

10:00am Mon, 6th June 2022

Solicitors, Wills and Software: Growing in a competitive market

In this solicitor focused webinar, we'll be looking at the different ways software can help to grow your firm, improve efficiency and boost your team's workflow. We'll be covering the importance of automation, a good CRM and other software insights.

Online

10:00am Mon, 23rd May 2022

Lifetime Trusts - The Asset Allocation Trust (with TrustSuite)

Legal tech is helping to transform businesses. During this session we will share how TrustSuite's lifetime trust (The Asset Allocation Trust) enables you to speed up the access to lifetime trusts and to bring down the cost. This is run by our solicitors who will run through how the trust works, the tax position and how to submit your instructions. The TrustSuite team will also run through how to come onboard and start submitting instructions.

Online

10:00am Mon, 9th May 2022

Digital Assets and Estate Planning (with Julie Bell)

Julie Bell is a consultant private client solicitor who lectures and writes on various areas of private client law and is a tutor and examiner for STEP. During this hour long webinar the foremost expert and author of the Law Society's text on digital assets will be sharing guidance and information on dealing with digital assets and how to approach these with clients. This webinar is FREE for WillSuite users, if you'd like to claim your slot or if you have any questions, please contact [email protected]

Online

10:00am Mon, 25th April 2022

TrustSuite - The Trust Registration Service

This webinar will detail the changes to TrustSuite regarding the Trust Registration Service and how it will be affecting the trust drafting process.

Online

10:00am Mon, 11th April 2022

An Introduction to WillSuite

If you're looking for a Will Writing package then join us for this hour long dive into WillSuite. Over the course of the webinar we will run through some of the features and functionality of the system.

Online

We don't accept liability for the advice or information provided by any of the partners during their session.