Write Wills Fast With The Maplebrook Edge® Software Platform.
CRM for Client Records
Write Wills, Trusts and LPAs
Integrated Lead Generation
Don’t waste time writing Wills
It’s easy to waste time in your Will Writing business with the wrong tools.
Most Will Writing software focuses on just one thing: writing Wills. There’s no ability to track the client’s journey from a lead to a paying customer.
You’ll need to store your appointments separately, switching from one software program to another to access records.
If you sell other products, you’ll be frustrated with Will Writing software that only produces Wills. There’s a more efficient way of running your business.
Will Writing software that’s so much more
Maplebrook EDGE® is a complete solution for your business
Integrated leads
Add a new lead to the system or purchase high-quality leads from us.
Appointment tracking
Log your calls, appointments and correspondence with clients.
Draft Will and LPAs
Produce draft Wills, final documents and Lasting Powers of Attorney.
How it Works
1: Create a lead
2: Track calls and appointments
3: Draft your documents
Holistic software for your Will Writing business.
Maplebrook EDGE® is so much more than Will Writing software. In fact, there’s nothing remotely like it in the estate planning industry.
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It’s a cloud-based platform built from the ground up by experienced Will Writers to help you grow your business effectively and efficiently.
You’ll use EDGE® for everything from capturing leads to producing documents, moving clients every step along the customer journey. It enables you to track your calls and appointments so you can stay on top of vital admin.
When you’ve made a sale, you can draft Wills in minutes because it draws from the data you’ve already entered in a client record. It produces Lasting Lasting Powers of Attorney too, saving you from typing the same customer’s details twice.
Before you deliver completed Wills to clients, the platform provides peace of mind that you’ve written them correctly. For a small fee, you can submit a Will for a compliance check through your dashboard. Our experts’ comments and approvals are displayed in the Will-Writing interface.
The platform also helps you grow your business fast by delivering new leads. We provide high-quality leads in bulk at low cost. EDGE® automatically creates new client records in your dashboard when new leads come in.
We’re proud of Maplebrook EDGE® but we’re constantly working hard to make it even better with improvements added regularly.
Using Maplebrook EDGE®, you can work faster, more efficiently and make more money from your Will Writing business.