WillSuite has evolved into a full estate planning package. It has a built-in CRM/ case management system, appointment facility, secure invoicing process and offers several integrations including a fully loaded client portal, namely Love Legal Connect. While also serving as a document production and management tool.
Naturally, WillSuite enables practitioners to create Wills (both simple and complex), Will-based trusts, Lasting Powers of Attorney (including business LPAs), SEV forms, Letters of wishes, Lifetime Trusts (via TrustSuite), Advanced Medical Directives and more.
The WillSuite software has pioneered the idea of allowing users to log in on their system simply through a web browser. Simplifying access to data wherever a person may be. . All documents are produced in real time meaning you are able to preview these whilst in production. By using an intelligent questionnaire the software provides a time efficient document production tool.
Our software is built with both small and large practices in mind with integrated compliance tools, process tracking, access logs and KYC/AML checks offered to all users.
Small practices benefit from transparent pricing, no lengthy contracts and crucially no cost per document structure.
Large firms appreciate the flexibility and customisation capabilities as well as the ability to add restrictions and permissions specific to each user. and there is functionality for case matters to be audited simply.
WillSuite is producing well over 100,000 Wills per year and is endorsed by both The Society of Will Writers and the The Institute of Professional Will Writers.
If you are interested in a free trial of the software simply click HERE.
If you wish to find out more about WillSuite, our group or our team, please click HERE.
Head Office: 33a The Square, Beeston, Nottingham, NJ9 2JJ
Tel: 0330 223 0538