suite
Introducing Sure Will Writer – Professional Will Suite, the only Will Writing software supported by
The Society of Will Writers. We’re working with WillSuite to provide a bespoke version to SWW
members with added functionality.
Sure Will Writer is an easy to use cloud based system that can be accessed from your desktop
computer, laptop, mobile or tablet – take the instructions on one device, complete the Will on
another. For the user, there is nothing to download, nothing to install and nothing to update – you
can access the system online from anywhere with an Internet connection.
Sure Will Writer isn’t just used for drafting Wills, it is a full estate planning package:
•
•
•
•
•
•
•
•
•
Wills, Mirror Wills
Life Interest Trusts
Flexible Life Interest Trust
Disabled Persons Trust
Discretionary Trusts
Business Property Relief Trust
Customisable Precedents
Full control over finished document
Advance Decisions/Living Wills
•
•
•
•
•
•
•
•
•
Lasting Powers of Attorney
Memorandum of Wishes
SEV Forms and Severance of Tenancy
Will Commentary
Document Signing Guide for your client
Case Pipeline
Customisable CRM system
SMS Appointment Booking
Invoicing
The system uses an intelligent questionnaire system to draw from a forever-growing question
and clause bank which can be customised to suit your needs. This then automatically
produces the bespoke documents for your clients based on the answers that you give.
This is all done without the use of any word-processing or template documents, but
instead using the built-in precedents which generate the most appropriate document
for your client in plain English.
There are no limits and no lengthy contracts, you’ll get your own login details
to access the software and this allows you to create an unlimited number of
documents of any type for your clients. Everything is included within the
monthly price – what you see is what you pay.
The software is built around a comprehensive case management
system which allows you to easily track each individual case from
start to finish and allowing you to build your own pipeline. With
the built-in client interaction record, appointment scheduling,
billing and invoicing, you have full control over the entire
process which aids the day-to-day running of your business.
Sure Will Writer is unique to the Society of Will Writers
and we will provide you with technical support,
training and advice where necessary.
13