Platform Capabilities

Everything your Wills department needs.
Nothing it doesn't.

SimplyWill™ is purpose-built for South African law. Every feature below was designed for the real, daily workflow of a Wills department — not adapted from generic software.

Feature Set 01
📄

Will
Generation

SimplyWill™ generates complete, legally sound Will documents at the click of a button — bilingual, beautifully formatted, and fully compliant with South African law.

Single Wills & Joint WillsFull support for individual and joint Will drafting in one workflow.
All SA Marital RegimesIn community of property, out of community, ANC — fully covered.
Bilingual OutputEnglish & Afrikaans generation — automatic, at the click of a button.
Cash Legacies & Specific BequestsDraft precise monetary and asset-specific bequests with fallback conditions.
Residue Heirs with FallbackPrimary and alternate heir clauses with full fallback logic.
Usufruct (Life Interest)Survivor inherits with life interest; alternate heirs specified.
Testamentary Trust for MinorsFull trust clause set for minor heirs, with trustee nomination.
Lifelong Protective TrustExtended protection trust for heirs requiring ongoing management.
Special Needs Trust (SNT)Complete 10-clause SNT set for beneficiaries with special needs.
Entity HeirsTrusts, companies, and NGOs can be named as heirs or beneficiaries.
Guardian NominationNominate guardians for minor children with alternate nominations.
Living Will (Standalone or Appended)Draft a Living Will independently or append it to a testamentary Will.
Power of AttorneyGeneral or Special/Limited POA, generated and formatted instantly.
Branded Cover PageFirm logo, letterhead colours, and name on every Will document.
Firm Footer & Page NumbersAutomatic page numbering with firm footer on every page.
Bespoke Drafting OverrideAdd custom clauses outside the standard clause library for unique matters.
Feature Set 02
🗂️

Estate
Dossier

Every client gets a complete digital case file — their Will, notes, documents, emails and custody history in one place.

Full PDF ViewerView the drafted Will directly in the Dossier — no external PDF reader needed.
Practice NotesWrite, save, edit and delete internal case notes — visible to all authorised users.
Physical Evidence LockerAttach any document or file type to the client's Dossier for permanent reference.
Outlook Email IntegrationDrag and drop emails directly from Outlook into the Dossier — no copying or saving.
Custody LogFull audit trail of the physical Will's movements — Law Society ready.
Estate Intake FormPDF questionnaire for Estates department handover — generated from client data.
One-Click Dossier ExportExport the full Dossier package via Outlook in a single click — ready to share.
Feature Set 03
📊

Legacy
Import

Moving from another system — or from no system at all? Bring your clients with you.

Import from Excel or CSVAccepts .xlsx and .csv files — whichever format your current records are in.
Automatic Column DetectionNo formatting required — SimplyWill detects your column headers automatically.
Thousands of Records in SecondsImport your entire legacy client base in one operation — no batching required.
Instant Dossier CreationEach imported client gets a Dossier immediately — ready for notes and documents.
Scanned Will UploadUpload existing scanned Wills directly to each client's Dossier after import.
Full Tracking from Day OneNotes and custody tracking available for all imported clients immediately.
Feature Set 04
🗄️

Will
Database

Your entire practice, searchable in seconds.

Master Will DatabaseEvery Will drafted in SimplyWill, in one searchable, sortable view.
Search by Name, ID or Will IDFind any client or Will instantly — no folder-hunting required.
Full Status LifecycleTrack each Will from Drafted → Signed → Filed → Deceased → Archived.
QR Code per WillScan the printed QR code to open the client's Dossier on any workstation instantly.
Unique Vault NumberEvery client is assigned a vault reference (e.g. SW-VLT-000001) for physical filing.
Feature Set 05
🔒

Firm
Infrastructure

Built for real law firm environments — not just demo conditions.

Offline-FirstSimplyWill works without internet. Your data never leaves your office by design.
Multi-User LAN SupportShared network database — your whole Wills department works from the same system.
Code-Signed InstallerNo Windows security warnings. No IT department required to install or approve.
No Admin Rights RequiredAny staff member can install SimplyWill on any authorised workstation.
Silent Auto-UpdatesUpdates install in the background via secure cloud. No manual downloads or IT calls.
14-Day Offline Grace PeriodSimplyWill continues to operate for 14 days during connectivity interruptions.
POPIA Compliant by DesignClient data is stored on your premises only. No third-party cloud access — ever.

See it all in action.

Book a free 30-minute demo. We'll walk you through a complete Will matter — from client intake to signed document — live on screen.

Book a Free Demo View Pricing
Chat on WhatsApp