01332 226601
WillSuite - Stand TBC
Contact Details
WillSuite offers cloud-based software that simplifies the process of drafting Wills, LPAs, and other documents for Will drafters, Financial advisers, Solicitors, and Estate planners. With innovation at its core, WillSuite aids efficiency, minimising errors, and improving client service and has allowed practitioners to generate over 700,000 Wills and over 1.2 million documents since inception in 2015. Partnered with The Society of Will Writers and the Institute of Professional Willwriters, WillSuite includes document automation tools delivering up to date content and clauses written in plain English, seamless integrations, and improved client communication via custom workflows and automated branded channels. Learn more at https://willsuite.co.uk/contact.
Estate Planning Drafting Software
WillSuite offers cloud-based software that simplifies the process of drafting Wills, LPAs, and other documents for Will drafters, Financial advisers, Solicitors, and Estate planners. With innovation at its core, WillSuite aids efficiency, minimising errors, and improving client service and has allowed practitioners to generate over 700,000 Wills and over 1.2 million documents since inception in 2015. Partnered with The Society of Will Writers and the Institute of Professional Willwriters, WillSuite includes document automation tools delivering up to date content and clauses written in plain English, seamless integrations, and improved client communication via custom workflows and automated branded channels.
Learn more
Client Relationship Management Software
In addition to its intuitive drafting system, WillSuite is also a comprehensive client relationship management software. WillSuite’s CRM allows you to create and manage your case files with essential tools and customisation options. Set up tailored customer journeys and send out automated, personalised communication to your clients. Create your own client letter templates and generate complete letters with the click of a button. WillSuite’s intuitive dashboard ensures you’re always kept up to date with key performance data and tasks that need completing.
Learn more
Client Facing Portal
Connect is WillSuite’s client facing portal, made specifically for estate planning professionals to help them request more from their clients. One huge benefit of connect is the ability to have your clients input their own data into your willsuite system with ease and security. You can request clients to: ● Fill out their address book, client information and assets and liabilities ● Upload documents like proof of address ● Sign, approve or reject documents ● Answer questions made via custom questionnaires. ● Request an appointment Connect can be fully branded for your business and is intuitive to use for both the professional and the consumer.
Learn more