Learn how to draft different trusts within the Last Will & Testament questionnaire.

Learn how to use the Last Will & Testament questionnaire to draft.

Learn how to customise and personalise the look and content of your documents.

WillSuite’s new feature MyWill, is a fully integrated Will drafting automation tool that incorporates a client-facing Will questionnaire embedded on your website.

Will Watcher is a dynamic and automated diary system that intelligently notifies you to get in touch with existing clients based on when they last had their Wills drafted.

Learn how to customise your WIllSuite company account.

Learn how to enable and use complementary services within WillSuite.

Learn how to manage your WillSuite account.

Learn how to use and make the most of the wide range of CRM features available on your WillSuite account.

Learn how to link your WillSuite account with 3rd party providers such as Microsoft Office 365 to maximise the efficiency of your work.

Learn how to use invoices within WillSuite to raise and send invoices to your clients.

WillSuite contains a range of features relating to compliance, auditing and risk-management.

Need help from our support team? Learn how we can help answer your queries, solve issues and ensure you are getting the most out of WillSuite.