Will Builder®
Wills, the simple way.
For the sixth 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!
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.
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.
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.
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
We will provide support for all DoProcess applications running on Microsoft Windows® 8.1 and 10.
Please note that our support depends on the support provided by Microsoft, as described in this Microsoft communication.
We will provide support for Microsoft® Word 2016 and 2019.
Once your forms have been processed, you will be contacted by a Customer Support Agent who will set up a time to assist you with the installation of the software. Installation and set-up normally takes about 30 minutes (more if there are numerous workstations).
A Customer Support Agent will assist you with the installation of the software. A technician may be needed to set up your own network configuration, if it has not already been done.already been done.
Along with the operating and word processing systems mentioned in questions 1 and 2, the following is recommended:
Desktop / Server Process
Browser
- Microsoft Edge
- Internet Explorer 11
- Adobe PDF Viewer Version 11 & DC
Graphic Card & Monitor
- A minimum screen resolution of 1024x768
Memory and Hard Drive Space
-
Application:
- 500 MB hard disk space
- 512 MB RAM
- 1 GH processor
-
Server Requirements for Network Installations:
- Microsoft Server Operating System 2008 or 2012
- 2 GB RAM
- 1 GH processor
- 2 GB hard disk space
Internet Connection Speed
- DSL, ADSL, Cable, Satellite or Wireless Broadband with minimum Downstream speed of 2.0 Mbit/s (256 KB/s) and minimum Upstream speed: 0.5 Mbit/s (64 KB/s)
- VLAN/VPN/Remote recommended minimum Downstream speed of 5.0 Mbit/s (640 KB/s) and minimum Upstream speed: 3 Mbit/s (348 KB/s)
A new install requires approximately 500 MB of disk space. Each record created will take up, on average about 100-300KB of space. Click here for more information on our technical requirements.
Our fax number is 416-322-6106 or 1-866-881-4268
Cheques should be mailed to:
DoProcess
c/o T01952C
P.O. Box 1952, Station A
Toronto, Ontario
M5W 1W9
Firms working with DoProcess Software products use one of two payment methods to cover all charges for The Conveyancer, convey.ca, Fast Company, Estate-a-Base and Will Builder – credit card (we accept VISA® and MasterCard®) or cheque.
For both methods, all new records are quickly and securely processed over the internet.
About the Credit Card Payment Method
- Credit cards are set up in the Secure Payment Manager, which ensures secure management of your firm’s credit card information.
- You may enter multiple cards into the Secure Payment Manager.
- Assign a credit card to each Do Process application. To allow greater flexibility, a different credit card may be assigned to each application.
- During initial installation of Will Builder, a Customer Service Agent will show you where to set up and assign credit cards.
About the Cheque Payment Method
- Receive one monthly consolidated statement for all Do Process applications (a paperless invoice).
- Make one monthly payment to Do Process.
- At the beginning of each month, your firm’s billing contact will receive an emailed statement and invoice with all your firm’s charges, payments and adjustments. The invoice and account summary can also be accessed from all applications.
A record is charged when it is validated (created and saved). Validation is automatically done through the internet.
If your firm uses the credit card payment method, charges for each validated record (and charges for other DoProcess applications) will appear in your next credit card statement. In the application you can access a receipt for the validated record.
If your firm uses the cheque payment method, charges for each validated record will appear in your monthly invoice, together with charges for other DoProcess applications. In the application, you can access a debit notice for the validated record. After receiving your monthly invoice, send one cheque to DoProcess to cover all account activity.
Getting Started (simply).
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