Freedom251 › Legal Document Automation Software
WillSuite
What WillSuite is
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 costs nothing 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 a month per user and lists unlimited documents, subject to fair usage.
Who it suits
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 it does well
- 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 a month per user.
- Trial documents carry a “Trial” watermark.
- The trial lasts 14 days.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| 14 Day Trial | 14 days · Full use of the system · Trial watermark on documents · 1-2-1 with one of our team · Feature videos · Online support | Free |
| Standard | per user (pm) · Unlimited documents (fair usage applies) · Process tracking · Invoicing · SMS appointment booking system | $99 a month |
| Bespoke Package | POA · Additional documents · Staff management · Bespoke features · Unlimited users · Setup support · Team training | On request |
As willsuite.com lists them, read 8 Oct 2026. The maker's own page has the final word.
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.
Facts from WillSuite's own pages
- Bespoke package
- The Bespoke Package includes unlimited users, staff management, additional documents, bespoke features, setup support, and team familiarisation training. · willsuite.com, 8 Oct 2026
- Business features
- Features listed include appointment booking, interaction logs, mail merge letters, invoicing, automated communication, pipeline tracking, reporting, SMS reminders, CSV export, customisable fields, and role management. · willsuite.com, 8 Oct 2026
- Company background
- WillSuite describes its legal software suite as developed in the UK and says it is now offered to professionals in Canada. · willsuite.com, 8 Oct 2026
- Document drafting
- The system supports drafting wills and powers of attorney after client information is entered. · willsuite.com, 8 Oct 2026
- Documents
- Listed document types include last wills and testaments, affidavits of execution, powers of attorney for property, and powers of attorney for personal care. · willsuite.com, 8 Oct 2026
- Document usage
- The Standard plan lists unlimited documents, subject to fair usage. · willsuite.com, 8 Oct 2026
- Founded
- 2015 · willsuite.com, 28 Sept 2026
- Integration
- The product lists Office 365 integration. · willsuite.com, 8 Oct 2026
- Product
- WillSuite is software for estate planning professionals, including estate planning lawyers in Canada. · willsuite.com, 8 Oct 2026
- Support
- The trial includes online support, while Standard lists one-to-one onboarding and setup support. · willsuite.com, 8 Oct 2026
- Trial limit
- Trial documents carry a “Trial” watermark. · willsuite.com, 8 Oct 2026
- Usage figures
- The site says more than 1,000,000 legal documents have been produced using its software. · willsuite.com, 8 Oct 2026
Where WillSuite stands on Freedom251
- Legal Document Automation Software#22 of 31