Intelligent Document Creation Software
Will and Trust Systems
There is a natural synergy between estate planning and financial planning and WillSuite enables both IFAs and Accountants to add additional revenue streams for their business.
Accountants are able to offer probate services to clients and many are making the most of the opportunity by adding estate planning services like the creation of Wills and LPAs to their product/service portfolio. This can create additional revenue streams and help develop better relationships with clients, enabling better and more comprehensive tax planning.