The Society of Will Writers’ first Will drafting programme – simple to use, simple to understand but capable of producing complex and effective tax efficient Wills.

The program (produced by Documents Plus Limited as Chameleon) has been used and tested for over eleven years by the UK’s major legal publishers exclusively for the legal profession and now for the first time The Society has been granted the licence for use by Society members.

With over half a million Wills produced by the legal profession in England and Wales and 100,000 by Barclays Bank Trust Company and Allied Dunbar, the program is used worldwide in local versions and languages in countries such as South Africa and Australia the program is fully tried and tested and has to be considered the market leader.

Sure Will Writer is a powerful yet simple to use CD-ROM package.

The system uses a unique question and answer format to guide you through the process of creating a Will. The system incorporates 3,000 questions but only promotes those relevant to each particular client’s circumstances and wishes, enabling you to prepare Wills ready for signature, speedily and accurately.

The system automatically drafts the Will document using the responses in the questionnaire. The system does not use template documents or word-processing, but creates the Will intelligently, drawing on a bank of some 400 precedents, each of which is automatically manipulated by the system to draft the appropriate Will for the client.

Society of Will Writers’ Sure Will Writer automatically creates mirror Wills for spouses/partners

An editing feature is included to enable you to edit text, add or remove paragraphs, and to incorporate your own precedents.

In addition to Wills, Sure Will Writer includes the ability to create Powers of Attorney, Advance Directives, Severance of Joint Tenancy and Expressions of Wishes. Once a client’s details have been collected in any questionnaire, the information is automatically pre-populated and available in other questionnaires, avoiding duplicate entry.

Sure Will Writer incorporates Client Management functionality for the automatic production of correspondence and invoices, and also includes the ability to print a paper Will Application Form for completion.

Other features of the system include:

  • Pick lists of possible responses to questions
  • Lists of previously referred to persons and addresses
  • Same sex relationships
  • Ability to create template questionnaires
  • Inclusion of an extensive Charity List
  • Ability to collect and calculate asset details
  • Can be fully customized to suit your individual requirements with your practice name and details on all documents

Sure Will Writer uses plain English where possible to overcome the problem of Wills being understood by the Testator.

Sure Will Writer can be used in both ‘interview mode’, prompting the consultant with friendly questions enabling you to take the clients instruction directly onto a laptop computer and print via a portable printer (or back at the office) or; in ‘back office’ mode where you have the clients instruction on a paper based form and need to enter data for completion of the Will and associated documents.

Sure Will Writer version is unique to The Society and is available only via the Society and only to Society members

This will give you 7 days to try the program, thereafter registration and payment will be required if you wish to keep the software.

You will need to download & install the master from the website listed above prior to calling the team at DPL (01732 867792) and asking for the free demonstration to be activated.

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