Comprised of distinguished industry thought leaders, our advisory panel brings together an exceptional mix of legal expertise, practical experience, and innovative thinking. Our legal advisory panel not only ensure our content and clauses are up-to-date, but also keep our products at the cutting edge of the industry.
Director - Association of Lifetime Lawyers / CEO - Circe Law
Jade has built a well-respected reputation within the industry as Head of Department for a number of law firms wherein she strategically introduced her innovative ideas before setting up her own law firm. Jade is a fully accredited member of the Society of Trust and Estate Practitioners ("STEP"), a board member for The Association of Lifetime Lawyers, and a Founder and Director of The Wishing Will Foundation. Jade is also passionate about technology and innovation within the legal profession.
High-Net Worth Private Client Solicitor - Parfitt Cresswell
Andrew qualified as a solicitor in 2010, initially working in litigation before making the move to private client, initially with contentious probate before specialising in estate planning, tax and trusts. Andrew is a full member of STEP and enjoys helping clients navigate the balancing act of tax, control and benefit that is typical with higher net-wealth estates.
Managing Director - Acer Prime Law
Alan is a senior Trust expert with more than 30 years Trust and taxation experience. Alan has been a full member of the Society of Trust and Estate Practitioners (STEP) for more than 20 years. He is an acknowledged leader of innovation in the estate planning field and additionally oversees the lifetime trust operations at TrustSuite.
WillSuite are thrilled to bring you WillScan AI, an automated address extraction service that will create your address book entries in a matter of seconds. WillScan AI can take any PDF whether that be...
Over the past couple of weeks, WillSuite have been running short “lunch and learn” style sessions that cover the latest features introduced to the system. Thanks to everyone who joined the webi...
The WillSuite team is pleased to announce a major update is to be released on WillSuite on the 1st of October 2024. As part of this update, all users will have access to a wide selection of brand n...