The SWW are proud to announce that they are launching a new Will drafting system on the 1st August.
From next Tuesday private client professionals will be able to access this new and exciting estate planning package developed and supported by WillSuite.
SWW Sales and Marketing Director Tom Stansfield described the system as “an exciting step forward for the SWW in launching a platform that gives members more power than ever to decide what features they would like.” When asked about what users could expect he replied, “We really expect for this to become the go-to platform when people think about estate planning and drafting with this system including a CRM database, appointment booking, as well as the regular features members rely on for their document drafting”.
This software package was described by two of the beta testers as a ‘sleek and sexy’ and ‘a pivotal moment for users who are looking to streamline their businesses’.
Pricing information has been released to SWW members and a 7 day free trial will be available from Tuesday. The SWW has put on 4 complimentary demonstration/training days post launch which until now have been very well received.
The SWW have decided to open this new platform up to non-members for a small additional monthly fee and all users will be able to access this intuitive new platform for a fixed and transparent monthly fee. Users will not be faced with additional costs or bolt-ons – It is very much a system where everything is included:
| Full Estate Planning package:
● Mirror Wills ● Life Interest Trusts ● Discretionary Trusts ● Customisable Precedents ● Full Control over Finished Document ● LPAs on the system (included at no extra cost) ● Memorandum of wishes ● Will commentary |
Technical support and help provided by the SWW technical team (we’re insured for the advice we give). We support members with the best use of the system, bespoke clauses, and how to make the most of the system. | Full CRM suite – build your database (build a saleable asset) and keep your clients data safe. |
| We’re developing an app for you to be able to take instructions for your clients. (this will be released 4 weeks after the initial launch) | Your own individual user login allowing you to create unlimited documents for your clients. | Process Tracking – set up a pipeline to keep track on your client journey and ensure deadlines are met. |
| Integrated invoicing system – make sure your clients know how and when to pay you. | SMS Appointment Booking System – send clients notifications that their appointment has been booked in by text message or email. | Wills produced in plain English
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| Your first 6 wills checked for free by the SWW technical team. | Cloud based system for added accessibility across multiple browsers | Training courses specific to this course with a strong technical element helping to develop your technical knowledge. |
| Transparent pricing – What you see is what you pay – no add ons | You’re not tied into a contract – pay per month. | UK based servers – with hourly backups. Very little downtime. Added security |
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Free trial – 7 days to get to grips with the system |
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Come Tuesday, the new website will be launched and you will be able to experience an incredibly comprehensive drafting and business solution.
Watch this space!
This article was submitted to be published by The Society of Will Writers as part of their advertising agreement with Today’s Wills & Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.
