Full Estate Planning package:
Wills, Mirror Wills, Life Interest Trusts, Discretionary Trusts, Customisable Precedents, Full Control over Finished Document, LPAs on the system, Advance Decisions, (included at no extra cost), Memorandum of wishes, Will commentary and more!
Technical Support
Technical support and help provided by the SWW technical team (we’re insured for the advice we give). We support users with the best use of the system, bespoke clauses, and how to make the most of the system.
Full CRM suite
Build your database (build a saleable asset) and keep your clients data safe. We’ve had the site penetration tested and it’s GDPR compliant.
Take full instructions:
Take instructions from your clients using our intelligent questionnaire system. The cloud-based technology also allows you to access the system on mobile devices when you’re on the go.
User login
Your own individual user login allows for greater security and control over additional users if added in future.
Process Tracking
Set up a pipeline to keep track on your client journey and ensure deadlines are met.
Integrated invoicing system
Make sure your clients know how and when to pay you.
SMS Appointment Booking System
Send clients notifications that their appointment has been booked in by text message or email.
Plain English
Wills produced in plain English
Free Checks
Your first 6 wills checked for free by the SWW technical team.
Cloud-based System
Cloud-based system for added accessibility across multiple browsers
Training Courses
Training courses specific to this course with a strong technical element helping to develop your technical knowledge.
Transparent pricing
What you see is what you pay – no add ons
No Contracts
You’re not tied into a contract – pay per month.
UK-Based Servers
With daily backups. Very little downtime and added security.