There is plenty of software that will enable you to draft Wills and other associated legal documents but only one that is supported and endorsed by the Society of Will Writers.
Sure Will Writer – Professional Will Suite is available to all Will Writers, Solicitors and estate planning professionals for an affordable fixed monthly fee.
One thing we’re passionate about is the flexibility you get when using our software. You’re not tied into any lengthy contracts, can create as many documents as you would like, and you can access the system on any device with an internet connection.
What makes this system so great is that the developers work closely with the SWW’s technical team to ensure that the system is continually evolving to suit the changing needs of the modern professional.
What can you do on the system?
Wills (simple and complex)
Will based trusts
LPAs
LPA 120
Severance of tenancy (prepares the SEV form and notice of severance). It can do unilateral severance too.
Mirrors can be created at the touch of a button.
To save you needing multiple systems to manage your business, our platform has a built in CRM system enabling you to keep track of where your clients are in the customer journey.
It can send reminders to clients about appointments, the need for them to return documents to you and for almost anything else you need.
Sure Will Writer logs contact events on each case so you know how each case is progressing.
Better still, you can store previous copies of the Wills, client I.D or associated documents in the client file and it’s all secure and GDPR compliant. We know, we’ve had the system penetration tested by Crest accredited hackers.
Fancy a free 14 day trial? Sign up at www.surewillwriter.com
This article was published by the submitter (as named above) as part of their advertising agreement with Today’s Wills & Probate.
The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.
