WillSuite

15/10/2024

Last week was a busy one for WillSuite 😄 Kicking things off with the The Society of Will Writers Annual Conference, an amazing two-day event full of some great talks and plenty of conversation with society members.

Then moving on to The Solicitors Group event in Norwich to talk all things WillSuite to Wills and Probate professionals.

Followed by the annual delight of The British Wills and Probate Awards, where Estates went on to win the 'Legal Supplier of the Year' award, an amazing achievement!

And then finishing the week off with The ICAEW 's Personal Finance Planning Conference where our CEO Craig Matthews delivered a great presentation surrounding Intergenerational lifetime planning opportunities created by the great wealth transfer.

Safe to say, a very hectic couple of days, with many more busy weeks ahead of us! Be sure to follow our page for more.

07/10/2024

Good morning from the The Society of Will Writers Conference 2024 Day one! Really thrilled to see the room buzzing with conversation and energy so early in the morning 🌅. Come over and say hello if you haven't already! Enjoy the sessions everyone.

25/09/2024

Fantastic day at the The Solicitors Group in Cardiff yesterday! 👏 This October WillSuite and Estates are going to be at events up and down the country talking all about amazing legal software, AI and how we can make your firm more efficient! Stay tuned for more.

14/08/2024

WillSuite is proud to be fully backed by an amazing advisory panel of legal professionals. They not only ensure our content and clauses are up-to-date, but also keep our products at the cutting edge of the industry.

If you're interested in learning more about them, check out our dedicated page! https://zurl.co/WLqR

12/08/2024

Are you an accountant? Make sure to read this week's article discussing the Great Wealth Transfer, WillSuite and the implications for professionals thinking about expanding their client offering.

https://zurl.co/CUVi

The Great Wealth Transfer is a significant movement of wealth from the Baby Boomer generation (1946 - 1964) passed down to the next generations, (generation x and millennials). Between now and 2050, £...

07/08/2024

Did you attend our most recent webinar? We covered a wide range of features like scenarios, recurring payments, our new Office 365 integration and covered many of our existing useful features to help you get the most out of the software.

Couldn't attend? No worries! get in touch using the provided link to receive a full recording of the session: https://zurl.co/Zw8H

05/08/2024

Something a bit different for our article spotlight this week! WillSuite and will writing is a core element of the LEAP Estates' software offering, and as such, we put together a short insight into the advantages of using LEAP Estates as a will writer! https://zurl.co/jUai

LEAP Estates is a completely end-to-end digital solution for private client solicitors, will writers, estate planners, independent financial advisors and any professional looking for an all-in-one sof...

30/07/2024

“Having used WillSuite previously, I was immediately impressed with the platform and the quality of the documents drafted and wanted to share this with the rest of the team.”

In this WillSuite case study we take a look at the journey of how Bell Lamb & Joynson Solicitors began utilising WillSuite to increase estate planning efficiency and improve processes.

View the full case study here - https://zurl.co/NXdB

Bell Lamb & Joynson Solicitors are an award-winning law firm specialising in Wills & Probate, Conveyancing, Family Law, Criminal Law, and Road Traffic Law. Established in Liverpool in 1821, the firm h...

19/07/2024

Are you making the most out of WillSuite? We're thrilled to be running an exciting webinar next week on Thursday, where we'll be covering WillSuite features you need to be be using! See the included link for more details - https://zurl.co/btQb

Join Sam and Phil in this informative session where we'll be covering a range of useful features that will help you get the most out of WillSuite. From recent additions to tools you simply might have overlooked, this session will be packed with helpful information. Don't miss this one! We'll be cove...

28/06/2024

Are you using WillSuite's Pipeline feature? We've put together a great resource for those looking to automate key parts of their workflow, such as applying watermarks, updating the client throughout the journey and much more. - Read more here https://zurl.co/dupO

21/06/2024

WillSuite helps you save time, reduce errors while inputting data and automates your workflow. With a long list of features and features, the software represents a fantastic value for any firm looking to improve the way they draft documents and manage cases.

19/06/2024

If you're attending The Association of Lifetime Lawyers annual conference tomorrow, make sure to visit the LEAP Estates stand!