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]

Organisations

How WillSuite Can Help You Market Your Business

WillSuite’s Head of Growth Tom Stansfield is running a number of practical workshops to support users market their business. Everything from ‘How to create the perfect email marketing campaign’ to ‘Using the system to grow their business’. All of these events can be found on the WillSuite Eventbrite page. As a marketeer, Tom is keen […]Read More

Firms & People

Print, Bind & Send – A New Service For WillSuite

During the lockdown, we launched a new service to help our clients and their business to run more effectively by launching a new document printing, binding and send service. If you would like or need some additional back-office support, then we’re on hand. WillSuite is beginning to see rising numbers of Wills being created on […]Read More

Firms & People Insight Wills & Probate

Leading Will Writing Software Provider Appoints High Profile Name In

WillSuite has never been afraid to shake things up, and in our appointment of Tom Stansfield, we’re implementing our next phase of plans to help our clients. Over the last 5 years, WillSuite has developed a brand recognised amongst progressive and forward-thinking solicitors and Will Writing professionals as being able to deliver modern software that […]Read More

Wills & Probate Market

Are Middle Names Required In An LPA Form?

It’s important to ensure the utmost of care is taken when creating a Lasting Power of Attorney document as having an application rejected will at best incur additional costs and time. If the donor decides to wait to have their LPA registered, a rejection could result in it being rendered completely useless if they now […]Read More

Firms & People

WillSuite to make a big announcement

Will writing software provider WillSuite push further to develop services bringing benefit to estate planning professionals across the industry and their customers. Our team have been working tirelessly on partnerships, planning, and development behind a new product and we’re about to make a big announcement to bring huge benefits to WillSuite’s current users, and also […]Read More

Interest

Take part in our survey to make a difference

WillSuite are soon to release version 2 of their flagship software, based on a large amount of feedback and over 1000 documents drafted of recent. We’d like to invite you to complete our short survey to see what areas we can improve or expand on. The survey should take less than 10 minutes to complete […]Read More

Technology

Could a new software launch change the will writing industry?

WillSuite – a tech startup which aims to change the Will writing industry through its online software package, has now been launched to Will Writers, Financial Advisors and Solicitors across the country to streamline the Will writing and estate planning process in one easy-to-use system costing just £89/month (or as little as £1.50 per document).  […]Read More

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