The leading software for Estate Planning Lawyers, now available in Canada.
A thriving suite of legal software solutions developed in the UK with a technology-first approach. We're now offering our state-of-the-art software to progressive legal professionals in the Canadian market. Empower your practice with the tool that's trusted by leading companies in the industry.
Industry leading software
Reduce drafting errors while saving time and money
WillSuite allows you to offer the full estate planning package. Once you have input your client's information, drafting a Will or Powers of Attorney can take just minutes!
Last Will & Testaments
Affidavit of execution
Continuing power of attorney for property
General power of attorney for property
Power of Attorney for Personal Care
14 Day Trial
Free
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14 days full use of the system
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'Trial' watermark on documents
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1-2-1 with one of our team
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Access to features videos
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Online support
Standard
$99 per user (pm)
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1-2-1 onboarding and set up support
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Unlimited Documents*
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Process Tracking
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Invoicing
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SMS Appointment Booking System*
Bespoke Package
POA
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Additional Documents
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Staff Management
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Bespoke features (identified during onboarding calls)
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Unlimited Users
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1-2-1 support with set up
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Team familiarisation training sessions
*Fair usage applies
Software for Estate Planning Professionals
A Fully-fledged Business Tool
Here's just a few hand-picked features available within the software which help our clients to run and grow their business.
Appointment Booking
Interaction Logs
Mail Merge Letters
Invoicing
Automated Communication
Pipeline Tracking
System Reporting
SMS Reminders
CSV Exporting
Customisable fields
Office 365 Integration
Role Management
Over 1,000,000+
Legal documents produced on our software to date.
$200 Billion+
Gifts pledged through our software.
$2 Billion+
Gifts to charity pledged through our software.