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WillSuite

willsuite.com

From $99/mo Free trial Web

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

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