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WillSuite

WillSuite

Last Updated Oct 16, 2025

Overview

WillSuite offers specialized estate planning software, streamlining complex wills and Lasting Power of Attorney (LPA) drafting to boost your firm's efficiency. While it lacks a native report writer for deep analytics, the platform’s acclaimed ease of use and powerful customization make it a top choice for modern legal practices.

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Starting Price
Custom

What Is WillSuite?

WillSuite is a cloud-based legal drafting and practice management platform designed specifically for estate planning professionals. It streamlines the creation of complex legal documents, such as Wills and LPAs, using intuitive, questionnaire-based workflows and solicitor-drafted clauses. The software goes beyond simple document generation by providing integrated tools such as branded invoicing and client data management. These features help firms reduce administrative time, enhance accuracy, and improve overall business efficiency.

WillSuite Pricing

The WillSuite pricing is subscription-based, and its details are as follows:

  • Standard Package - £120/user/month (plus VAT)
  • Bespoke Package - Custom Pricing
It also offers a 14-day free trial. Get in touch with us to get a customized WillSuite cost quote.

Disclaimer: The pricing is subject to change.

WillSuite Integrations

The software supports integration with multiple systems and platforms, such as:

Book a free WillSuite demo to learn more about its integration arrangements.

Who Is WillSuite For?

WillSuite is ideal for several users and professionals, including:

  • Solicitors
  • Will writers
  • Estate planners
  • Accountants
  • Independent financial advisers.

Is WillSuite Right For You?

WillSuite is a powerful choice for any legal practice where estate planning is a core profit center. Its key differentiator is its specialized design, which combines intuitive document drafting with a full suite of business management tools, creating a true ‘business in a box’ solution. The software is endorsed by ‘The Society of Will Writers’ and ‘The Institute of Professional Will Writers’, which highlights its reliability and comprehensiveness. For firms seeking to enhance efficiency and deliver superior client service, the software provides a dedicated, industry-approved platform.

Are you still not sure about WillSuite and need expert advice to make an informed decision? Reach out to us at (661) 384-7070 now.

Pros And Cons of WillSuite

Pros

  • Streamlines drafting, increases productivity

  • Highly customizable to business needs

  • Simple, user-friendly, and intuitive

Cons

  • No Active Directory single sign-on

  • No built-in report writing tool

Frequently Asked Questions

Professionals across the legal industry, including accountants, estate planners, independent financial advisers, solicitors, and will writers, benefit from WillSuite features.

The platform is primarily available in English.

The platform’s pricing follows a subscription-based model with two options: the Standard Package at £120/user/month (plus VAT) and the Bespoke Package with custom pricing. It also provides a 14-day free trial. You can also request a personalized WillSuite price quote now.

The software supports integration with various systems and platforms, including Stripe, LexisNexis, Leap software, and Office 365.

The software offers phone and email support.

Yes, WillSuite has a mobile app.

Yes, WillSuite software provides an API.