Sure Will Writer
Probate Solicitors
Sure Will Writer
The Society of Will Writers, Lincoln
# Sure Will Writer
Sure Will Writer is a cloud-based estate planning software designed specifically for will writers, solicitors and estate planning professionals in the UK. The platform streamlines the entire will drafting process, from initial client consultation through to document completion and file management.
The software enables users to create a comprehensive range of estate planning documents including wills, lasting powers of attorney, advance medical decisions and memoranda of wishes. It supports complex arrangements such as mirror wills, life interest trusts and discretionary trusts, with full customisation capabilities and precedent management. All client documents are produced in plain English for clarity.
What distinguishes Sure Will Writer is its integrated approach. Beyond document generation, the platform includes a built-in CRM system with appointment booking, invoicing and secure file storage—eliminating the need for multiple disparate tools. The pricing structure is transparent with no hidden charges or add-ons, and crucially, users receive unlimited support and technical advice directly from the Society of Will Writers, providing genuine professional backing rather than generic helpdesk assistance.
The software is cloud-based, meaning practitioners can access their work remotely whilst maintaining security. User testimonials consistently highlight the system's intuitiveness—even for those with limited technical experience—alongside the responsiveness of the development team to user feedback and feature requests. A 14-day free trial allows professionals to evaluate the platform risk-free before commitment.
Sure Will Writer is a cloud-based estate planning software designed specifically for will writers, solicitors and estate planning professionals in the UK. The platform streamlines the entire will drafting process, from initial client consultation through to document completion and file management.
The software enables users to create a comprehensive range of estate planning documents including wills, lasting powers of attorney, advance medical decisions and memoranda of wishes. It supports complex arrangements such as mirror wills, life interest trusts and discretionary trusts, with full customisation capabilities and precedent management. All client documents are produced in plain English for clarity.
What distinguishes Sure Will Writer is its integrated approach. Beyond document generation, the platform includes a built-in CRM system with appointment booking, invoicing and secure file storage—eliminating the need for multiple disparate tools. The pricing structure is transparent with no hidden charges or add-ons, and crucially, users receive unlimited support and technical advice directly from the Society of Will Writers, providing genuine professional backing rather than generic helpdesk assistance.
The software is cloud-based, meaning practitioners can access their work remotely whilst maintaining security. User testimonials consistently highlight the system's intuitiveness—even for those with limited technical experience—alongside the responsiveness of the development team to user feedback and feature requests. A 14-day free trial allows professionals to evaluate the platform risk-free before commitment.
Services offered
Will draftingLasting Power of Attorney documentsAdvance Medical Decision documentsMemorandum of wishesMirror willsTrust creation (Life Interest and Discretionary)CRM and client managementAppointment booking and invoicing