WillSuite is web-based software for estate planning professionals, including estate planning lawyers in Canada. After client information is entered, it supports drafting wills and powers of attorney. Listed documents include last wills and testaments, affidavits of execution, and powers of attorney for property and personal care. The system also includes appointment booking, interaction logs, mail merge letters, invoicing, automated communication, pipeline tracking, reporting, SMS reminders, CSV export, customisable fields, and role management. It lists Office 365 integration, a questionnaire builder, a clause library, and e-signature integration. WillSuite says its legal software suite was developed in the UK and is now offered to professionals in Canada; its site says more than 1,000,000 legal documents have been produced using the software. The 14-day trial is free and includes full system use, feature videos, online support, and one-to-one contact with a team member. Trial documents carry a “Trial” watermark. Standard costs 99.00 USD per month per user and lists unlimited documents, subject to fair usage.
Who it is for
WillSuite suits estate planning professionals who need to draft client documents and manage related appointments, communications, and processes. The product is offered to professionals in Canada.
What is good
- Supports wills and powers of attorney drafting.
- Includes a questionnaire builder and clause library.
- Office 365 and e-signature integration are listed.
- Standard includes unlimited documents, subject to fair usage.
What to know first
- Standard costs 99.00 USD per month per user.
- Trial documents carry a “Trial” watermark.
- The trial lasts 14 days.
Verdict
WillSuite combines estate-planning document drafting with practice-management features. The trial allows full system use, but its documents are watermarked; Standard’s unlimited document allowance is subject to fair usage.
WillSuite plans and pricing
All plansCompared on legal document automation software
- Free plan
- No
- Questionnaire builder
- Yes
- Clause library
- Yes
- E-signature integration
- Yes
