WillSuite
willsuite.com
Spec sheet
- Product
- WillSuite is software for estate planning professionals, including estate planning lawyers in Canada.Read 8 Oct 2026 · willsuite.com
- Support
- The trial includes online support, while Standard lists one-to-one onboarding and setup support.Read 8 Oct 2026 · willsuite.com
- Founded
- 2015Read 28 Sep 2026 · willsuite.com
- Bespoke package
- The Bespoke Package includes unlimited users, staff management, additional documents, bespoke features, setup support, and team familiarisation training.Read 8 Oct 2026 · willsuite.com
- 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.Read 8 Oct 2026 · willsuite.com
- Company background
- WillSuite describes its legal software suite as developed in the UK and says it is now offered to professionals in Canada.Read 8 Oct 2026 · willsuite.com
- Document drafting
- The system supports drafting wills and powers of attorney after client information is entered.Read 8 Oct 2026 · willsuite.com
- Document usage
- The Standard plan lists unlimited documents, subject to fair usage.Read 8 Oct 2026 · willsuite.com
- Documents
- Listed document types include last wills and testaments, affidavits of execution, powers of attorney for property, and powers of attorney for personal care.Read 8 Oct 2026 · willsuite.com
- Integration
- The product lists Office 365 integration.Read 8 Oct 2026 · willsuite.com
- Trial limit
- Trial documents carry a “Trial” watermark.Read 8 Oct 2026 · willsuite.com
- Usage figures
- The site says more than 1,000,000 legal documents have been produced using its software.Read 8 Oct 2026 · willsuite.com
Plans and prices
14 Day Trial Free 14 days Full use of the system · Trial watermark on documents · 1-2-1 with one of our team · Feature videos · Online support Read 8 Oct 2026 · willsuite.com
Standard $99 a month per user (pm) Unlimited documents (fair usage applies) · Process tracking · Invoicing · SMS appointment booking system Read 8 Oct 2026 · willsuite.com
Bespoke Package Priced on request POA Additional documents · Staff management · Bespoke features · Unlimited users · Setup support · Team training Read 8 Oct 2026 · willsuite.com
Where Specifiction places it
- Legal Document Automation Software#22 of 317.2