LEAP and WillSuite launch new end-to-end digital solution for estate planning and management

LEAP, the global provider of legal practice management software, and WillSuite, the estate planning innovator, have joined forces to launch LEAP Estates, an end-to-end digital solution for estate management, probate and lifetime planning professionals. LEAP

writing will with willsuite logo

Free Wills Month is coming up this March, and it’s a fantastic campaign that offers members of the public over the age of 55 with an opportunity to create or update their Wills, all for

Since the official launch of the Connect client facing portal in January 2022, we’ve been busy making improvements and building on user feedback. With that in mind, I thought It would be a great idea

When it comes to delivering a stand-out service to your clients, WillSuite has got you covered. Whether you’re a local business or a larger scale firm, it’s important to have multiple unique selling propositions to

WillSuite celebrates half a million wills

This week marks an absolutely huge milestone for WillSuite… We have just surpassed a whopping 500,000 wills drafted through the software! We can’t acknowledge what we’ve been able to achieve without looking back to where

Covid changed the Estate Planning industry

As many people in the industry know all too well, Covid-19 has had a significant impact on the estate planning sector, both from a business and client perspective. Social distancing and the government imposed lockdowns

WillSuite

A Trust Registration service is now available at no extra cost for all previous lifetime trusts created through TrustSuite, and this service will further be available to WillSuite customers to register their own trusts. This

WillSuite

Software can be a scary word and for some (who aren’t tech-savvy) it can be daunting to think about new solutions. This is one of the things that puts people off changing from their existing

WillSuite are delighted to announce a brand new partnership with the forward thinking service provider Keylu. Keylu, known to many in the industry as Once I’ve Gone, offer accounts which allow clients to organise and

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

What can WillSuite bring to your boardroom table?

We are delighted to announce that WillSuite will now form part of the syllabus for the law degree with The University of Derby. Over the last 16 months WillSuite has been working behind the scenes

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

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

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

The stigma attached to the provision of online legal services and in particular online wills can be traced back to the fundamental misunderstanding of their implementation. Implementing technology into almost every facet of everyone’s lives

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

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,

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

What can WillSuite bring to your boardroom table?

WillSuite continues the recent release of new system features which includes: user CPD logs, default CRM field options and a new LexisNexis integration enabling users to complete KYC checks on clients. Yet, it does not

WillSuite launches new invoicing feature

WillSuite has just launched another new feature enabling users to offer ‘Secure Pay by Link’ thanks to our Stripe Integration. Using the Stripe Payment Gateway, you can now send your clients a link to pay

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