The Best Will Writing Software
A lot has changed over the last 30 years when it comes to estate planning the drafting of Wills. Solicitors and Will Writers are now predominantly drafting their clients documents using software with pre-built precedents rather than the antiquated use of word templates or prec.
Most practitioners are already converts but for those that don’t understand the need for software, it has a number of key benefit:
- Security of data
- Speeds up the drafting procedure
- Reduces the chance of error
- Provides an audit function
There are tons more reasons why software is crucial for any forward thinking business but this article isn’t designed to convert people to use it. It’s about which the best software is for solicitors and will writers.
Having spent considerable time looking at Wills produced from templates and from different software solutions, I believe that the best software solution is WillSuite and here is why:
- For the price, you are able to create unlimited documents (subject to a fair use policy) and it won’t break the bank.
- It has multi-user functionality so it’s perfect for solicitors practices with multiple locations or where there are many fee earners. Having said that, it’s great for small practices too.
- There is a case management system included too meaning you can effectively keep the client up to date on their documents without having to use lots of different systems.
- It has built in appointment booking and zoom integration meaning appointments can be booked and clients notified easily.
- The training and set up is great. Users can be set up and drafting Wills in minutes and if the firm does want training, it’s available at no cost to get teams up and running.
- There are support tickets, videos and articles explaining the functions and features.
- It’s built to solve problems and fully customisable. The team who built it appreciate that every firm is different so it has been built to be customisable. Documents are branded, you can build custom case fields to collect and store key information, and create a client journey with notifications.
- Compliance is easy. Data is secure and everything is tracked. You can see who has edited documents, and save multiple documents in a case file.
- It produces documents in plain English so clients won’t be bamboozled by the legal language.
- WillSuite are a trusted brand and their software is endorsed by several industry bodies including the Society of Will Writers (under a white labelled brand) and by The Institute of Professional Will Writers.
The developers behind WillSuite have also built an online solution enabling users to offer a white label online Will portal through their website so clients can log onto your website and write their Will or LPA. This is brought to you by the Love Legal brand. As far as online Will offerings go, this has to be the best because you can have your platform created and live in a couple of weeks. This includes nice features like spotify links so clients can pull through their favourite songs when choosing music for their funeral. The client journey is customisable and they don’t tell you what to charge your clients. They simply have a per document fee when a client purchases.
Both Love Legal and WillSuite don’t tie users into lengthy contracts (monthly rolling) so it provides a perfect balance between affordability and flexibility.
Free trials are available on both platforms so you can test them prior to purchase.
Better still, WillSuite’s marketing team provides insight on training on how to grow your practice, what the best routes to market are and how the system can be tailored to suit your needs.
