• March 29, 2024
 Will Writing Software to Die for – WillSuite

Will Writing Software to Die for – WillSuite

WillSuite continues to enhance our Will writing software for advisers in the Will writing industry. Having recently announced the launch of iOS and android apps, we are now broadening the software with large updates planned over the next month (free to our users, of course).

With many similar solutions appearing on the market claiming to be “The Best” – we invite you to try our offering and come to your own conclusion.

To be succinct, here’s what sets us apart:

  1. Fully integrated (and free) SMS appointment booking service through our integration with sms-reminders.co.uk
  2. Case tracking & Document Pipeline management with integrated notification services to update and remind both the client of status and the drafter (such as document in drafting, sent to client etc)
  3. Billing management – send invoices through the system and track payments
  4. Compatible with any modern device – you can even use the system on your phone to check cases or amend documents.
  5. Cloud based solution ensuring data is always safe, cases can be shared internally with other users within the same organisation.

You can be set up and using our Will writing software in 5 minutes by registering on our website to see what we can do for you: willsuite.co.uk

This article was submitted to be published by WillSuite 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.

WillSuite

https://willsuite.co.uk/

WillSuite is a cloud-based software solution that provides Will drafters, Financial advisers, Solicitors and Estate planners with the ability to create legal documents simply, easily and with confidence. With innovation and automation at its heart, WillSuite is a pioneer of Will Writing and Estate Planning software, releasing products and technological advancements to drive efficiency within the profession. The software has generated over 600,000 Wills and over 1 million documents since its inception in 2015, with 6000 documents being drafted on average each week. WillSuite helps thousands across the profession to draft more efficiently, saving time by minimising duplication of work and unwanted errors whilst improving client service. Working closely with The Society of Will Writers and the Institute of Professional WillWriters, WillSuite is a leading provider to estate planning and private client professionals across England and Wales. Benefits of WillSuite include:

  • Generate simple and complex Wills, LPAs, Living Wills, Letters of Wishes and Severance of Joint Tenancy, all through a dynamic questionnaire-based format.
  • Access up-to-date content and clauses written in plain English and maintained by the WillSuite legal advisory panel.
  • Integrate systems with leading providers to the profession such as LEAP, Stripe and LexisNexis AML checking.
  • Powerful tools to improve client communication including custom workflows and automated creation of fully branded invoices and client facing letters
To start your 14-day free trial or for more information, get in touch with a member of our team today https://willsuite.co.uk/contact Links Key Services Contact Address The Hub, 40 Friar Ln, Nottingham, NG1 6DQ