WillSuite
The facts below are what the maker publishes about WillSuite, checked and dated. Our editors have not written about it yet.
Plans and prices
From WillSuite's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| 14 Day Trial | Free | Full use of the system · Trial watermark on documents · 1-2-1 with one of our team · Feature videos · Online support · 14 days |
| Standard | $99 a month | Unlimited documents (fair usage applies) · Process tracking · Invoicing · SMS appointment booking system · per user (pm) |
| Bespoke Package | Priced on request | Additional documents · Staff management · Bespoke features · Unlimited users · Setup support · Team training · POA |
The facts
Each one read from WillSuite's own pages, with the date it was checked.
What it does
- Bespoke package
- The Bespoke Package includes unlimited users, staff management, additional documents, bespoke features, setup support, and team familiarisation training.checked 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.checked 8 Oct 2026
- Document drafting
- The system supports drafting wills and powers of attorney after client information is entered.checked 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.checked 8 Oct 2026
- Document usage
- The Standard plan lists unlimited documents, subject to fair usage.checked 8 Oct 2026
- Integration
- The product lists Office 365 integration.checked 8 Oct 2026
- Product
- WillSuite is software for estate planning professionals, including estate planning lawyers in Canada.checked 8 Oct 2026
- Support
- The trial includes online support, while Standard lists one-to-one onboarding and setup support.checked 8 Oct 2026
- Usage figures
- The site says more than 1,000,000 legal documents have been produced using its software.checked 8 Oct 2026
The company
- Company background
- WillSuite describes its legal software suite as developed in the UK and says it is now offered to professionals in Canada.checked 8 Oct 2026
- Founded
- 2015checked 28 Sep 2026
Money
- Trial limit
- Trial documents carry a “Trial” watermark.checked 8 Oct 2026
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