WillSuite to release another industry report

Leading software provider – WillSuite is currently collating data and feedback from a wide range of industry practitioners to understand the impact that Covid is having on the estate planning sector.

Working with hundreds of estate planning businesses and solicitors firms in the private client sector, and being the software provider to both the SWW and the IPW, WillSuite is excellently placed to gather feedback on whether practices have seen a surge in business following the pandemic outbreak, or whether business has slumped.

So far, practitioners have been comparing their business to those referred to in the Financial Times who, back in March and April, told us that practices were seeing a 70% increase in will writing enquiries. Following this, we have been intrigued to understand whether there are regional trends, whether all businesses have seen a boost and what the impact on the sector has been, hence our latest report.

Earlier this year, before the outbreak WillSuite, launched our latest industry report which was the most substantial review ever undertaken on the estate planning sector by a software provider. Typically, Will Writing statistics which make the press are based on a survey of a maximum of two thousand people and these figures are quoted as being a fair representation of what the wider population are doing, but our research was based on over 100,000 Wills produced in the WillSuite engine over the last year to identify some accurate trends and findings. This report is available to download free from our website www.willsuite.co.uk.

We are requesting support on our latest report and would ask that all industry practitioners (not just WillSuite users) take 5 minutes to answer the questions in this online survey to allow us to present a fair and unbiased representation of how the industry is responding to the pandemic. The link to complete the survey is: https://s.surveyplanet.com/4QmQGOgE_

We are also looking to engage practitioners, large and small in providing us with a quote as to what they have seen, the changes they have implemented and how their business has had to pivot to continue to be able to offer exacting standards for clients. Any quotes can be sent to Tom Stansfield (through LinkedIn, or via email – [email protected])

The WillSuite team would like to thank everyone for their support.

This article was submitted to be published by WillSuite as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate

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