Market Leading Estate Planning Software

Legacy is far more than a will writing software. Legacy is your complete professional estate planning system with everything you need to manage your business. Transform the way you work with this completely digital and paperless, secure and risk-free platform.

Legacy Estate Planning Software and Portal, the Integrated Client-Facing App

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Legal products and
services

100+

Wills a year
written in Legacy

100,000+

Entire Digital Journey

Digital Estate Planning That’s Unique and Personalised

Document processing is a time-consuming task and an essential part of Estate Planning. Or it used to be. Now, you can cut the mounds of paperwork and manual processing – all while increasing the profitability of your Estate Planning business – with Legacy Software. Its Entire Digital Journey handles every aspect of the Estate Planning Process for you, saving you time, enhancing productivity, and supporting client retention, which ultimately leads to a better return.

From client onboarding via its customer-facing app to generating Trusts and personalised Recommendation Reports. It even helps you stay in touch with clients, track cases, manage risk, and run your business. With Legacy, you can do all this at the touch of a button. Digitise your practice and your processes. Let Legacy do the heavy lifting for you and ensure high profitability in Estate Planning.

Many Hands Make Light Work!

Increase productivity

Spend more time seeing – and winning – clients and less time on thankless admin. Legacy completes automated document population and reporting in minutes, focusing your attention on the tasks that see a greater return.

Improve client retention

Make your client journeys quicker, smoother and far more convenient with our swift and secure ID checking, client messaging, and document storage. Impress clients with the efficiency of your cutting-edge digital service, so they come back for more – and bring their family and friends with them!

Eliminate risk

Cut out the risk of costly mistakes, ensuring consistency and excellence whether it’s a will or a full Estate Plan. Legacy’s structured approach and intuitive document drafting is kept up to date with the latest legislation changes, so rest assured the documents it generates are compliant and completely risk-free.

Professional support – without compromise

Unlike any other software in this sector, Legacy gives you access to CTT’s specialist adviser support. With Legacy, you’re only a message away from an experienced estate planning expert. Get professional advice and share your caseload without sacrificing your fee or your client.

Paperless Estate Planning Platforms

It all starts with Legacy Software. A combined document drafter, legal CRM, and integrated secure client communication system. Everything you need to run your estate planning practice, from will writing to case management..

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Based on adviser and client needs, we are constantly innovating and adding new features to the legacy family like our AI Adviser Chat, Case Tracker, and integrated Messaging.

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Our innovative client-facing estate planning platform. Legacy Portal elevates your customer service and client experience, with a client Fact Find feature, digital reports and personalised educational animations.

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However you wish to operate your estate planning practice, we have the Legacy packages and white labelling options to fit around you and your business.

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Legacy Software Testimonials

"Legacy Software is key in educating our clients"

Hardeep Gill - Trust Administrator Technical Manager

Transform Your Estate Planning Practice and Help Clients Leave their Legacy with Ease

Legacy is constantly evolving to encompass the latest digital innovations and provide increasingly tech-savvy clients with the smoothest estate planning experience.

There are many benefits of digital estate planning processes for both clients and advisers alike:

Effortless Organisation:

Say goodbye to mountains of paperwork and hello to digital simplicity. Our software streamlines the entire estate planning process, keeping everything organized and accessible at your fingertips.

Client Collaboration:

Enhance your client relationships by offering them the convenience of digital collaboration. Share and sign documents, updates, and progress seamlessly, fostering trust and transparency.

Real-Time Case Tracking:

We believe in keeping everyone in the loop. Send and receive progress notifications, and track client cases in real time with a clear overview of the process, which stage clients are at and what steps lie ahead.

Security and Privacy:

Both clients and advisers can rest easy knowing clients’ sensitive information and documents are stored securely. Our state-of-the-art security measures protect data at every step, meeting the highest industry standards.