Professional Wills Drafting Software
How it Works
A first of its kind in South Africa – this software was developed for the quick delivery of accurate, professional documents that reflect your clients’ requirements and significantly improve your fee margins. This Software`s advanced automation enables your whole team to quickly create high quality, Professional Wills and Powers of Attorney, no matter how complex the instruction.
Features
- Auto completes your Professional Will.
- Effortlessly draft even the most complex Wills.
- Built-in document storage (All your clients’ documentation/ policies/ list of assets etc. can be safely stored on the system).
- Compatible with our Deceased Estate Administration Software – data automatically exported and information auto completes.
- Built-in Liquidity Calculator.
- Policy and insurance suggestions based on the Liquidity calculator.
- Storage of the heirs, guardians, Trustees, nominated Executors etc’s FICA documentation.
- Will is downloadable in editable format to enable the user to amend the Will if needed.
- Includes drafting of a Living Will – auto creates a Living Will for your client if required.
- If you prefer a certain look and feel for the Will/s format, we can customize the templates to meet your CI requirements.
- Safely stores a digital signed copy of the Will in the Cloud.
- Built-in index of all signed Wills reflecting date it was signed and date it was scanned in - an ‘Excel spreadsheet’ of the Index can be downloaded.
- Includes Autocomplete Wills information pack that one can download and present to client during signing of Will.
- Auto creation of Wills File numbers – complete index system.
Why choose our software
User-Friendly
This software is easy to use, yet ensures accuracy, consistency and mitigates risk.
Efficiency
Real-time data drafting means that when you finish completing the information, your document is complete.
Automatic Updates
System automatically maintains relevant legal clauses with periodic system updates as and when required.
Increased Productivity
Along with automated drafting we have designed this program to save you time wherever possible. When you are completing multiple documents, client information is automatically stored so it can easily be re-used. No unnecessary re-typing of data.
Pricing for Every Business
With our dynamic pricing structure, this software is suitable for every business. Whether you are a start-up, working with high volumes of instructions or need an enterprise solution tailored to fit your needs, we can deliver!
Reduce your Risk
Actively reduces risk by ensuring that all relevant matters specific to a client and their individual requirements are completely covered under South African Law, while producing consistent high-quality documents, utilising leading industry clauses.
Made with Accuracy in Mind
This program was custom created by practicing Lawyers and Notaries and therefore the exact industry requirements and specifications of our users are met.
Easy Integration
This software easily integrates with the other software available in our suite. Data can be seamlessly transferred between our products.