Events and Webinars – hosted by WillSuite

Events and Webinars – hosted by WillSuite

WillSuite have held over 25 events since the start of lock-down 1.0 and these have been incredibly well attended. As a result, we have launched a dedicated events page on the WillSuite website which you can access by going to https://willsuite.co.uk/events.

We have space on a number of upcoming events (webinars) including ‘An Introduction to the Love Legal – a client facing portal’, a session for IPW members giving them a tour around WillSuite, A re-run of the session that Neil Wright from Tower Street Finance hosted explaining how they are innovating and how practitioners and their clients can benefit.

The latest session we are able to announce is being hosted by Gemma Hopper of Nelson Solicitors. Gemma is a Court of Protection specialist and will be covering the Mental Capacity Act and introducing how decisions under the MCA are made.

These sessions are not restricted to WillSuite clients and everyone is welcome to attend. WillSuite run the sessions to benefit practitioners, to provide guidance and to help practitioners to continually develop their knowledge and skills.

All sessions can be booked from the events page linked to above.

We also run periodic marketing sessions on all manner of topics including social media marketing, using WillSuite’s CRM to grow your business, Tips to improve your website and more.

If you’re looking to partner with WillSuite then we would love to hear from you and if you have a session that would benefit private client professionals then we would like to hear from you. Feel free to contact us on [email protected]

 

This article was submitted to be published by WillSuite as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

WillSuite

https://willsuite.co.uk/

 

 

 

 

 

 

 

WillSuite could be your new legal back office drafting tool. We have developed a suite of online applications upping the game in Will writing for Will Writers, Solicitors, Financial Advisors and Accountants. WillSuite produces over 100,000 documents per year.

Using intuitive and intelligent questionnaires, WillSuite allows you to produce all Estate Planning documents from Wills (and trusts) to LPAs and Severance of Joint Tenancy. For law firms or multi-person practices, you can manage users’ permission to restrict or enable specific parts of the software as well as pulling reports from the system and building custom client journeys with automated client communications.

WillSuite is built with your brand in mind therefore documents can include your own logo or contact details. You can also use features such as: Invoicing, appointment booking and SMS functionality.

Working with an award-winning STEP-qualified Solicitor with the Advanced Certificate in Will Drafting, we’ve ensured our wording is not only legally sound, but also in an elegant and plain English language everyone can understand. Nevertheless,if you like the sound of “per stirpes” and “en ventre sa mere” then you’re free to use your own wording and clauses as you have control over your own clause library.

We don’t believe in tying clients into lengthy contracts or charging excessive per document fees. Instead, we offer a transparent rolling monthly contract at a fee of £69 per user*.

Trial the software for free by visiting our website and be up and running in minutes. If you would like a 1-2-1 demo with a member of our team, please get in touch.

*Price subject to VAT.

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Tel: 0330 223 0538
Email: [email protected]

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