As it's Free Wills Month, we wanted to make sure clients were utilising the powerful and time-saving functionalities the WillSuite app provides through LEAP.
Using WillSuite allows you to offer the full estate planning package. Once you have input your client's information, drafting a Will or Powers of Attorney can take just minutes!
We are hosting a live training session today at 2pm which will cover:
— Enabling the app via the LEAP App MarketPlace
— Setting your Wills and LPA matters
— Producing a Will and mirroring Wills though WillSuite including editing clauses and using the clause library
— Producing, mirroring and copying LPAs
— Customising your Wills and documents
— Question and Answers
Secure our place now! Click here to register for this afternoon's training session.
