Sure Will Writer is a state-of-the-art cloud-based estate planning software package designed for legal practitioners, offering a comprehensive suite of tools for drafting and managing client documents. It stands out as a full estate planning solution with integrated client relationship management, appointment booking, and invoicing features, widely trusted by will writers, solicitors, and estate planning professionals.
The platform emphasizes user-friendly functionality, providing plain-English document production and unlimited support and technical advice through the Society of Will Writers. With a straightforward pricing structure free of hidden charges, it caters to estate planners and solicitors seeking to streamline their practice, enhance efficiency, and maintain full customization over client deliverables.
Services Offered
- Will Drafting Software
- Mirror Wills
- Life Interest Trusts
- Discretionary Trusts
- Customisable Precedents
- Lasting Power of Attorney
- Advance Medical Decision
- Memorandum of Wishes
- Will Commentary
- Client Relationship Management (CRM)
- Appointment Booking
- Invoicing
- File Storage
Developed by WillSuite Ltd. for the Society of Will Writers and Estate Planning Practitioners, the software includes robust support and is accessible through a 14-day free trial, allowing professionals to experience its full range of features risk-free.
