Will Writer PRO is a market-leading will drafting software used by Estate Planners across the nation.
Will Writer PRO is a complete business solution offering innovative will writing software , an integrated database system, a workflow management process, sales tracker, website and accounts package all in one system.
Will Writer PRO integrates the client record seamlessly into its database and workflow solution allowing you to easily track cases, take payments, produce invoices, write letters, email or text your clients and much more and all at the touch of a button.
Will Writer Pro guarantees to only use the most up-to-date Parker's Will Precedents which are recommended by the Institute of Professional Will Writers. Parkers Precedents is a well-established and highly regarded publication, renowned for its clarity of drafting.
Will Writer Pro was developed by Will Writers to ensure maximum usability. Built with both small and corporate businesses in mind, you can choose the configuration that best suits your current business needs and then add components as and when your business requires.
Will Writer PRO has been developed, from day one, on a cloud platform with scalability in mind. So whatever size business you’re running, our system has the flexibility to easily accommodate your workload.
Will Writer PRO's powerful engine ensures it can handle the demands of even the largest organisation, with speeds up to 400 wills per second.
Will Writer PRO automatically adds guardians and trustees to a prospect pool, providing you with warm leads to expand your business. Will Writer PRO then tracks your leads, conversions, and sales allowing complete control and awareness over your sales process.
Will Writer PRO drafts professional-quality wills, LPAs, and associated documents. The wills are produced using the highly regarded Parkers Will Precedents which is renowned for its clarity of drafting.
Will Writer PRO provides an automated system that will give you all that you need to run your will writing business whether you are a sole proprietor or employ a large amount of people.
Will Writer PRO seamlessly allows you to take the initial customer enquiry and continue through to the client instructions. Once collated the documents are automatically produced and finally completed via our CRM back office system allowing you to avoid getting bogged down in paperwork and concentrate on what is most important , namely building your business.
Will Writer PRO was developed by will writers to ensure maximum usability. Built with both small and corporate businesses in mind, you can choose the configuration that best suits your current business needs and then add components as and when your business requires.
If you are still unsure if you should invest, then check out our other key features.
Will Writer PRO is a complete business solution offering innovative will-writing software, an integrated database system, a workflow management process, a sales tracker, website, and accounts package all in one system.
Will Writer PRO's leading edge software is intuitive and simple to use. It requires no drafter as it intelligently produces the Will document from the clients instruction making even the most complicated Will simple to produce thus saving time and money.
Will Writer PRO uses Parker's Will Precedents, which is a well-established and highly regarded publication, renowned for its clarity of drafting. In addition Will Writer Pro allows you to build up your own library of favorite bespoke clauses.
Will Writer PRO produces the will and integrates the client record seamlessly into its database and workflow solution. Will Writer PRO allows you to easily track cases, take payments, produce invoices, write letters, email or text your clients, and much more and all at a touch of a button.
Will Writer PRO's workflow management allows you to scan and securely store client documentation in a digital format.
Furthermore, multimedia files, such as voice recordings of meetings or telephone calls can be effortlessly added to your client file.
One of the components you can choose to add to Will Writer PRO is a website specifically built for the will writing industry but bespoke with your own company details and design.
You also have control over what information is displayed via an easy-to-use control panel.
Will Writer PRO tracks your leads, conversions, and sales allowing complete control and awareness over your sales process.
Will Writer PRO automatically adds guardians and trustees to a prospect pool, providing you with warm leads to expand your business.
Will Writer PRO's powerful engine ensures it can handle the demands of even the largest organisation and can create up to 400 wills per second.
Our experienced staff will be able to answer any of your questions while showing you firsthand how Will Writer PRO can work for you and your business.
This FAQ page will hopefully answer all of your questions, but if you do require more information, then please feel free to contact us directly
When you consider that per Will you can pay anything between £45 and £245 + vat for a third party to draft your wills, a Will Writer PRO subscription will produce unlimited professional quality wills from £69+ vat per month.
Absolutely, Will Writer Pro is designed for professionals.
It can draft the full range of trust wills including a Life Interest Trust, a Right to Reside Trust, FLITs and Discretionary Trusts and even allows you to add your own clauses – all at a touch of a button.
The Will Consultant takes the Will Instruction using Will Writer Pro’s intuitive software and the Will is automatically produced removing the need for you to have the Will drafted.
Aside from the significant cost saving, this process also elimates the chances of clerical errors occuring when transposing instructions to the Will.
Furthermore, Wills are produced instantly.
Will Writer Pro provides you with the ability to “seperate” the instruction taking from the Will production, should you so wish.
This means that your IFAs and mortgage brokers take the instructions as normal using our system and the Wills will automatically be produced for you behind the scenes. Thereby allowing you to simply print off the Wills and post them to your client.
Not only will you be saving you money as you will no longer need to employ Will Drafters, clerical errors will be removed and Will production time is instantaneous; meaning you can expand your business without the need to employ additional Will Drafters.
Will Writer Pro is a complete Will writing business and if required can provide you with the software to completely run your Will writing business.
Being modular in design, you can select whichever modules you like to provide you with the necessary integrated tools for front, middle and back office functions.
From a simple “pay as you go” Will drafting module to a fully integrated turnkey “business in a box”, Will Writer Pro has a solution for you.
Absolutely!
Whilst being ideal for one or two users, Will Writer Pro is equally capable when being used by the largest of Will writing practices.
Our servers are designed to handle in excess of 400 wills per second, while at the same time running each of the additional modules within the system, such as workflow, client management and back office functions.
Simply put, you will no longer need to pay to have your Wills produced by third parties as Will Writer Pro will do everything for you – immediately and at a fraction of the cost.
Furthermore, Will Writer Pro uses your Will Instruction data to produce the Wills directly, so there is no risk of information being incorrectly transposed. Clerical error is eliminated.
In addition Will Writer Pro allows you to build up your own library of favourite bespoke clauses, so you can implement these within the system as well.
Thanks to the enormous computing power of our system, Wills are produced instantly. Any changes that you make to the underlying will instruction are immediately reflected within the will, meaning that making a slight amendment is a breeze.
Our system is currently clocked at a rate that can generate in excess of 400 wills per second.
In a word – “very”.
The underlying databases are protected behind industry leading firewalls meaning that unauthorised 3rd party access is impossible.
Furthermore, each user’s information is stored seperately from other users which means that only your users can see your data.
With regard to database failure, the whole system is backed up every hour by default and simultaneously mirrored to a “disaster recovery” data centre, so that in the event of failure, data loss is an absolute minimum and the system has a 99.99% uptime.
All client data and workflow management data can be stored on your servers along with a “client-side” version of our workflow software (this ensures rapid screen response for the end user).
With regard to the Will Instruction data, yes, the final data can be stored on your server, but transient data that is used during the Will creation process remains within our system and is then automatically deleted once the Will has been created.
For the most part yes. The “engine” that we have developed uses the latest cloud technology which means that even sole-traders have the same raw processing power as the largest corporates.
However, we realise that when you are at a client’s location for the purposes of instruction taking, a reliable internet connection may not be available. Therefore we have developed a Windows compatible program that allows you to take the Will instruction and then “synchronise” at a later point in time in order to generate the Will and client record.
Which is why we have implemented a “Feature Request” option. Put simply, if there is something you want added then let us know. Our development team will assess your requirement and if it is of wider use then it will be added as part of a schedule upgrade programme. If your requirement is more bespoke, then we will work with you on a 1-to-1 billable basis to implement your request.
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