WillSuite

star star star star star 0.0 (0 reviews) | Legal Software · Law Practice Management Software

Transform your estate planning with WillSuite, the user-friendly software that simplifies will and LPA drafting to enhance your firm's efficiency.

Get Pricing play_circleWatch Demo

Product Overview

WillSuite provides tailored software for estate planning, simplifying the creation of intricate wills and Lasting Power of Attorney (LPA) documents to enhance your firm's productivity. Although it does not include a built-in report generator for detailed analytics, its renowned user-friendliness and robust customization options position it as a premier selection for contemporary legal firms.

Product Details

What Is WillSuite?

WillSuite is a comprehensive cloud-based platform tailored for legal drafting and practice management, specifically aimed at professionals in estate planning. It simplifies the process of generating intricate legal documents, including Wills and LPAs, through user-friendly, questionnaire-driven workflows and clauses crafted by solicitors. This software offers more than just document creation; it includes integrated features like branded invoicing and client data management. Such functionalities allow firms to minimize administrative burdens, boost accuracy, and enhance overall operational efficiency.

WillSuite Pricing

The pricing model for WillSuite operates on a subscription basis, detailed as follows:

Standard Package - £120/user/month (plus VAT)
Bespoke Package - Custom Pricing

A 14-day free trial is also available. For a personalized quote on WillSuite costs, please contact us.

Note: Pricing may vary.

WillSuite Integrations

This software is compatible with various systems and platforms, including:

Office 365
Leap software
Stripe
LexisNexis

Schedule a complimentary demo of WillSuite to discover more about its integration capabilities.

Who Is WillSuite For?

WillSuite caters to a diverse range of users and professionals, such as:

Solicitors
Will writers
Estate planners
Accountants
Independent financial advisers

Is WillSuite Right For You?

This platform is an excellent option for any legal practice where estate planning serves as a primary revenue stream. Its standout feature is its specialized architecture that merges intuitive document drafting with a complete suite of business management tools, effectively offering a ‘business in a box’ solution. The software is recognized by both ‘The Society of Will Writers’ and ‘The Institute of Professional Will Writers’, underscoring its trustworthiness and thoroughness. For firms aiming to boost productivity and provide exceptional client service, this software presents an industry-approved platform dedicated to their needs.

If you’re still uncertain about whether WillSuite is the right fit for you and require professional guidance to make an informed choice, feel free to contact us at info@softwareseekers.com.

Legal Software Features

cancel Dashboard

cancel Invoicing

cancel Redaction

cancel Reporting

cancel Automation

cancel Dashboards

cancel eDiscovery

cancel e‑Signature

cancel Mobile App

cancel Mobile CRM

cancel Purchasing

check_circle e-Signature

cancel Integration

cancel Audit Trails

cancel File Sharing

cancel Sales Orders

cancel Telemedicine

check_circle Client Portal

cancel Clio Software

cancel Collaboration

check_circle Mobile Access

cancel Time Tracking

cancel Learner Portal

cancel Sales Tracking

cancel Tax Management

check_circle Case Management

cancel Lead Management

cancel Online Payments

cancel Rent Collection

cancel Task Management

cancel Asset Management

cancel Customer Support

cancel Expense Tracking

cancel Lease Management

cancel Legal Accounting

cancel Maintenance Logs

cancel Order Fulfilment

cancel Order Management

cancel Sales Automation

cancel Trust Accounting

cancel Activity Tracking

check_circle Billing Invoicing

cancel Budget Management

cancel Claims Management

cancel Client Management

cancel Context Awareness

cancel Data Import/Export

cancel Document Analyzer

cancel Email Integration

cancel Project Templates

cancel Safety Management

cancel Sales Forecasting

cancel Tenant Management

cancel Vendor Management

cancel Activity Dashboard

cancel Applicant Tracking

cancel Contact Management

cancel Content Scheduling

cancel Content Versioning

cancel Data Visualization

cancel Demand Forecasting

cancel Invoice Management

cancel Meeting Scheduling

cancel Payroll Processing

cancel Project Management

cancel Project Scheduling

cancel Returns Management

cancel Visual Recognition

cancel AI-Powered Insights

cancel Alerts/Notifications

cancel Attendance Tracking

cancel Bank Reconciliation

cancel Collaboration Tools

cancel Compliance & Security

cancel Compliance Tracking

cancel Document automation

check_circle Document Management

cancel Employee Management

cancel Employee Onboarding

cancel Facility Management

cancel Financial Reporting

cancel Incident Management

cancel Property Accounting

cancel Reporting & Analytics

cancel Resource Allocation

cancel Template Management

cancel Training Management

check_circle Workflow Automation

cancel Workflow Management

cancel Client Communication

cancel Financial Management

cancel Inventory Management

cancel Maintenance Requests

cancel Merchandise Transfer

cancel Patient Demographics

cancel Performance Tracking

cancel Smart Data Discovery

cancel Warehouse Management

cancel Asynchronous Learning

cancel Billing And Invoicing

cancel Bot Design & Deployment

cancel Business Intelligence

check_circle Client Management (CRM)

cancel Customer Segmentation

cancel E‑commerce Integration

cancel Inspection Management

cancel Litigation Management

cancel Role-Based Permission

cancel Work Order Management

cancel Customizable Templates

cancel Customizable Workflows

cancel E-commerce Integration

cancel Facilities Maintenance

cancel Legal Billing Software

cancel Legal Spend Management

cancel Multi-Currency Support

cancel Multi-Language Support

cancel Opportunity Management

cancel Performance Management

cancel Procurement Management

cancel Reporting And Analytic

cancel Supply Chain Analytics

cancel User Activity Tracking

cancel Analytics and Reporting

cancel Benefits Administration

cancel Certification & Licensing

cancel Compensation Management

cancel Compliance and Security

cancel Customer Service/Support

cancel Customizable Dashboards

cancel Mobile Access (Web-based)

cancel Predictive Capabilities

cancel Reporting And Analytics

cancel Self-Service Dashboards

cancel Supply Chain Management

cancel Alerts And Notifications

cancel Business Intelligence (BI)

cancel Case Management Software

cancel Deal Pipeline Management

cancel E-signature Capabilities

cancel Logistics & Transportation

cancel Manufacturing Management

cancel Media Library Management

cancel Multi-Channel Publishing

cancel Social Media Integration

cancel Training and Development

cancel Bot Design And Deployment

cancel Budgeting and Forecasting

cancel Customizable Forms/Reports

cancel Legal Workflow Automation

cancel Natural Language Dialogue

cancel Sales Pipeline Management

cancel Trust Accounting Software

cancel Access Controls/Permissions

cancel Human Resources Management

cancel Legal Research Integration

cancel Account and Case Management

cancel Compliance & Security Feature

cancel Customer Contact Management

check_circle Document Automation/Assembly

cancel Attendance and Time Tracking

check_circle Compliance Security Features

cancel Court Calendaring Scheduling

cancel Document Automation / Assembly

cancel Employee Self-Service Portal

cancel Task and Activity Management

cancel Text To Speech & Speech To Text

cancel AI-Facilitated Legal Solutions

cancel Compliance and Risk Management

cancel Customizable Forms And Reports

cancel Human Resources Management (HRM)

cancel Sales and Marketing Automation

cancel Compliance And Security Feature

cancel Customer Communication Tracking

cancel Employee Information Management

cancel Appointment Management/Scheduling

cancel Compliance And security Features

cancel Court Calendaring And Scheduling

cancel Customer Relationship Management

cancel Delivery Planning And Scheduling

cancel Integration with Marketing Tools

cancel Supplier Relationship Management

cancel Integration with Third-Party Apps

cancel Text to Speech And Speech To Text

cancel Client Relationship Management (CRM)

cancel Integration with Third-party Tools

cancel Legal Document Management Software

cancel Recruitment and Applicant Tracking

cancel Reporting and Analytics Dashboards

cancel Legal Knowledge Management Software

cancel Customer Relationship Management (CRM)

cancel Entity Extraction With Text Analytics

cancel Legal Calendaring And Docketing Software

cancel Content Creation and Editing Tools (WYSIWYG)

cancel Anomaly Detection and Predictive Maintenance

cancel Client Portal (eDiscovery portal for defense attorneys)

Pros & Cons

Pros

checkStreamlines drafting, increases productivity

checkHighly customizable to business needs

checkSimple, user-friendly, and intuitive

Cons

closeNo Active Directory single sign-on

closeNo built-in report writing tool

User Reviews

0.0

star star star star star

0 reviews

Positive

Neutral

Negative

rate_review

No reviews yet

Be the first to share your experience with WillSuite.

Frequently Asked Questions

Professionals across the legal industry, including accountants, estate planners, independent financial advisers, solicitors, and will writers, benefit from WillSuite features.

The platform is primarily available in English.

The platform’s pricing follows a subscription-based model with two options: the Standard Package at £120/user/month (plus VAT) and the Bespoke Package with custom pricing. It also provides a 14-day free trial. You can also request a personalized WillSuite price quote now.

The software supports integration with various systems and platforms, including Stripe, LexisNexis, Leap software, and Office 365.

The software offers phone and email support.

Yes, WillSuite has a mobile app.

Yes, WillSuite software provides an API.

Still deciding on WillSuite?

Talk to a specialist — they'll compare it against your shortlist for free.

chat_bubbleTalk to an expert

WillSuite

How would you rate the overall quality?

Overall Rating

☆ ☆ ☆ ☆ ☆

Ease of Use

Value for Money

Customer Support

Functionality