WillSuite Limited
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.
YouCanDoProbate
YouCanDoProbate empowers individuals to apply for Probate on their own, quickly, easily, and without the need for a solicitor.
As one of the UK’s first dedicated online platforms for completing probate and Inheritance Tax applications yourself, it simplifies the entire process by guiding users through an easy-to-follow process, allowing the user to enter the detail they would have to provide to a solicitor.
Once all the required details are entered, the platform automatically calculates the exact position of the estate. It identifies any exemptions and determines the necessary forms, ready to print, sign, and send to HMRC & HMCTS.
This affordable solution ensures that probate forms are completed accurately and efficiently, eliminating the need for costly legal advice.
Backed by a friendly team of experienced probate specialists, skilled developers, and a fully UK-based support centre, YouCanDoProbate assists users with any questions every step of the way.
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