WillSuite Announced As IPW Preferred Software Provider
- Firms & People Wills & Probate
WillSuite- 0
- 2 minutes read
WillSuite is delighted to announce that we have been made the software provider of choice for the Institute of Professional Will Writers. All members are now able to benefit from an extended 3-month free period on WillSuite to start building their business.
For over 5 years, WillSuite has become the software provider of choice for hundreds of Solicitors firms, Accountants, Financial Advisers and Estate Planning Professionals and is now the preferred provider for both the SWW and IPW.
This new partnership with the IPW means that even more industry professionals will now be able to enjoy and benefit from the quality of the WillSuite software which will not only make their lives easier but will also provide comprehensive legal documents for their clients.
Our software has been tested by the IPW council over recent months to ensure it meets the demands of the IPW members. The deal agreed provides that IPW members will gain access to an extended trial of the software as they work to build their business.
Additionally, WillSuite will be supporting the IPW with a comprehensive training programme designed to familiarise users with the system enabling them to make the most of all of the features within the software.
Features including;
• Appointment booking – with SMS and email notifications
• A full CRM system – to manage client interaction
• Legal Document Production – with the provision for complex planning
• Invoicing – and cashflow tracking
• Data Analysis – to help drive new business
WillSuite is looking forward to a long and prosperous relationship with the IPW and is keen to help forward thinking IPW members to get to grips with the system.
If you’re an IPW member looking to start your trial of the software, please email ipw@willsuite.co.uk with your IPW membership number, your logo, business address, and contact details and we will assist you to access they system.
We look forward to working with you.
This article was submitted to be published by Willsuite as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.
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:
