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On the recordRead 8 Oct 202612 facts
WillSuite
Plans and prices
14 Day Trial
Free
Full use of the system · Trial watermark on documents · 1-2-1 with one of our team · Feature videos
Read 8 Oct 2026 · willsuite.com
Standard
$99a month
Unlimited documents (fair usage applies) · Process tracking · Invoicing · SMS appointment booking system
Read 8 Oct 2026 · willsuite.com
Bespoke Package
Priced on request
Additional documents · Staff management · Bespoke features · Unlimited users
Read 8 Oct 2026 · willsuite.com
On the record
- Bespoke package
- The Bespoke Package includes unlimited users, staff management, additional documents, bespoke features, setup support, and team familiarisation training.willsuite.com · read 8 Oct 2026
- 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.willsuite.com · read 8 Oct 2026
- Company background
- WillSuite describes its legal software suite as developed in the UK and says it is now offered to professionals in Canada.willsuite.com · read 8 Oct 2026
- Document drafting
- The system supports drafting wills and powers of attorney after client information is entered.willsuite.com · read 8 Oct 2026
- Documents
- Listed document types include last wills and testaments, affidavits of execution, powers of attorney for property, and powers of attorney for personal care.willsuite.com · read 8 Oct 2026
- Document usage
- The Standard plan lists unlimited documents, subject to fair usage.willsuite.com · read 8 Oct 2026
- Integration
- The product lists Office 365 integration.willsuite.com · read 8 Oct 2026
- Product
- WillSuite is software for estate planning professionals, including estate planning lawyers in Canada.willsuite.com · read 8 Oct 2026
- Support
- The trial includes online support, while Standard lists one-to-one onboarding and setup support.willsuite.com · read 8 Oct 2026
- Trial limit
- Trial documents carry a “Trial” watermark.willsuite.com · read 8 Oct 2026
- Usage figures
- The site says more than 1,000,000 legal documents have been produced using its software.willsuite.com · read 8 Oct 2026
