Features & Benefits

Full Estate Planning package:

Mirror Wills, Produce Mirror Wills, Life Interest Trusts, Discretionary Trusts, Customisable Precedents, Full Control over Finished Document, LPAs on the system (included at no extra cost), Memorandum of wishes and Will commentary

Technical Support

Technical support and help provided by the SWW technical team (we’re insured for the advice we give). We support members 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.

Take full instructions:

We’ve developed an app for you to be able to take instructions for your clients – available on the Apple App Store and Google Play Store. 

User login

Your own individual user login allowing you to create unlimited documents for your clients.

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 hourly backups. Very little downtime and added security.