Will Builder

Will Builder®

Will Builder Logo

Wills, the simple way.

For the fifth consecutive year, Will Builder has been awarded a Canadian Lawyer Readers’ Choice Award by legal professionals across Canada who voted for their preferred practice management software.

Read more about the Canadian Lawyer survey here.

Will Builder, like no other wills program, provides a fresh, friendly and visual approach to creating a will. Using a wealth of automated expertise, it asks you the right questions to make the process of drafting and assembling wills and powers of attorney quicker and easier.

Reinventing the way you perform wills and powers of attorney!

  • Includes upgrades and ongoing support from our knowledgeable and courteous staff
  • FREE online training webinars!
  • Pay-Per-Use licenses, with client-disbursable fees
  • Unparalleled file management and document tracking!

Features

Quick and Easy Preparation

We provide you with hundreds of specialized features, with the ability to manage the preparation of documents. Will Builder understands how to build a will, guides you through the process and makes wording adjustments where appropriate.

preparation
convenience

Convenience

As an added convenience to you, your existing client information can be imported from other DoProcess parties databases –
The Conveyancer, Fast Company, Estate-a-Base.

You have the ability to replicate one client’s disposition and generate the reciprocal will and let Will Builder take care of the necessary wording adjustments.

Unique Visual Summary

The unique dispositions screen provides a graphic representation of the testator’s gifts, supplying a helpful visual summary which can be printed for review by clients.

summary

Pricing

License Fee:

$135

You get:

  • FREE Upgrades and Ongoing Enhancements
  • FREE Telephone Support
  • FREE Training
  • Up to 10 Users

Pay-per-use charges:

  • $11 per Power of Attorney transaction (one client)
  • $16 per Power of Attorney transaction (two clients)
  • $22 per Will (one client)
  • $33 per Will (reciprocal clients)

Purchasing this product entitles the purchaser to a 30 day Evaluation Period beginning the date the software is installed.  For the full terms and conditions, view the EULA.

FAQs

Testimonial

We use Will Builder to draft estate planning documents for all of our clients. The documents look professional and the software is easy to use and easy to customize.

Angela Anderson
Anderson & Hamilton Professional Corporation