WillSuite launch business growth workshop series to help professionals

WillSuite launch business growth workshop series to help professionals

Leading Industry software provider launch series of business growth workshops to help practitioners to grow their business.

The series are lead by Tom Stansfield who has years of marketing experience and who has helped hundreds of estate planning businesses to grow.

The first in this series is “5 tips to grow your estate planning or private client practice” and has been designed to provide some quick and handy tips to boost growth.

The session is taking place on the 28th October and signals WillSuite’s plans to support progressive and forward-thinking businesses.

It’s free to attend and you don’t have to be a WillSuite user. Nor is this a WillSuite sales pitch. Genuine marketing tips to help you boost business.

To book, visit https://www.eventbrite.com/e/5-quick-tips-to-develop-your-will-writing-or-private-client-business-tickets-126532653573

 

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

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.

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