Wealth & Private Banking › Trust & Estate › Estate Planning

WillSuite

Will-writing and estate-planning document software for solicitors, will writers and advisers.

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Overview

WillSuite is a cloud will-writing and estate-planning platform used by solicitors, will writers and financial advisers to draft wills, lasting powers of attorney and related documents. It focuses on accurate document production combined with client and case management.

The software provides drafting tools, instruction-taking and storage in one system, helping estate-planning professionals produce documents and manage client matters efficiently.

Key Features

+ Will and LPA document drafting
+ Estate-planning document automation
+ Client instruction taking
+ Case and matter management
+ Document storage
+ Drafting tools for advisers and will writers

Integrations

Open API

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