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.

Key Services

Contact
Tel: 0330 223 0538
Email: [email protected]

Partner News Wills & Probate

WillSuite’s integrations

In the estate planning and private client sector, there are many software tools practitioners rely on as a part of the day-to-day. This article will cover the many vital integrations WillSuite offers its users to save time and optimise overall work-flow. Office 365 WillSuite can be linked with your Office 365 account. This can be […]Read More

Partner News Wills & Probate

6 ways WillSuite will transform your business in 2022

WillSuite is a cloud-based legal drafting software geared towards estate planners, private client solicitors, accountants and financial advisors. The software is a “business in a box” solution, which allows one man bands all the way up to  multi-user/multi-location businesses and practices to run their business entirely through the system. WillSuite is everything a modern professional […]Read More

Interest

Collaborative thinking – with WillSuite

WillSuite are huge advocates for collaborative thinking, forming the right partnerships and for education. Group Head of Growth – Tom Stansfield helped to launch the College of Will Writing during his tenure with The Society of Will Writers and strongly believes in self-development and knowledge being the key to success for any professional. Over the […]Read More

Organisations

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 […]Read More

Insight

Client feedback and reviews, what does it say about your

For most companies, client feedback is a crucial backbone of communication and understanding of what the client experience is really like. Consistently positive reviews are often a result of listening to your customer-base, providing the desired service, and never compromising on quality.  So how do you best avoid the rogue negative review, generate a stream […]Read More

Organisations Regulation

WillSuite adds CPD logs to the system

First things first, what is CPD? CPD or Continuing Professional Development, is the practice of logging or recording reflections, training, and learning. Logging your CPD has several benefits, including keeping track of your skill progress, training for future positions and strengthening confidence. For solicitors, lawyers and estate planners, logging professional development can be crucial and […]Read More

Insight Interest

5 Tips for boosting your marketing performance

It can be pretty disheartening sometimes, seeing social media posts go unnoticed, ranking low on google search priority, and struggling to gain followers on your pages. And that’s understandable, growing a brand can be difficult and often time consuming work. So here’s 5 of my go-to tips for improving your marketing. Put Search Engine Optimisation […]Read More

Wills & Probate

What can WillSuite bring to your boardroom table?

As a leading provider of legal tech WillSuite enables you to draft legally compliant documents which don’t confuse and bemuse your clients. As a software provider responsible for the operations of hundreds of firms we take our responsibility seriously. Here is how our software solution will benefit your business: Compliance Would you like to be […]Read More

Insight Interest Organisations Technology Wills & Probate Market

WillSuite to release another industry report

Leading software provider – WillSuite is currently collating data and feedback from a wide range of industry practitioners to understand the impact that Covid is having on the estate planning sector. Working with hundreds of estate planning businesses and solicitors firms in the private client sector, and being the software provider to both the SWW and the IPW, […]Read More

Firms & People Organisations

WillSuite Launch New Website

WillSuite has spent the last 5 months providing workshops on branding, marketing, and business growth to all manner of industry practitioners (not exclusively WillSuite clients) giving tips on how to optimise your business, your website and making the most of the WillSuite platform. During this time we have been practising what we preach and have […]Read More

Technology Wills & Probate

Online will writing software

Leading Will Writing software package WillSuite is an online drafting and CRM solution created and used by estate planning professionals and private client solicitors drafting over 100,000 wills per year. Long gone are the days where practitioners draft from precedents – we know that some still does. Now, more practitioners are using software to automate […]Read More

Organisations Technology

Love Legal Seeks New Panel Members

Due to expansion of our legal software solutions, Love Legal is looking for more private client solicitors to join our panel of experts. If you’re a forward-thinking and progressive solicitor or firm who is looking to increase revenue and who is happy to embrace technology, and sees it has a place in our industry, then […]Read More

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