Future-Proof 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.

Legal products and
services

90+

Wills a year
written in Legacy

99,000+

Digital Estate Planning That’s Unique and Personalised

Digital doesn’t have to mean impersonal. At CTT Legacy, we believe in harnessing the power of technology to deliver estate planning services that are as unique as your clients’ situations and needs. With Legacy’s digital reports, clients receive a comprehensive view of their estate planning options.

We break down complex information into digestible insights, making it easier for them to make informed decisions. Deliver reports to clients that are finely tuned to their individual circumstances and address their specific needs and goals.

Legacy Software Testimonials

Many Hands Make Light Work!

More time, less admin

Spend more time seeing clients and less time on admin. Legacy completes time-consuming tasks like invoicing and payments, automated document population and reporting, so that you can focus on growing your business.

Manage risk effectively

Legacy’s structured approach and intuitive document drafting is kept up-to-date with the latest legislation changes, meaning you can rest assured that the work put through our system is completely valid.

Slicker client journeys

Make your client journeys quicker, smoother and far more convenient with our swift and secure ID checking, client messaging, and document storage. Thanks to Legacy’s case tracking and notifications, everyone is aware of the steps to take and the progress made.

Specialist estate planning support

Unlike any other software in this sector, Legacy gives you access to CTT’s specialist support. With Legacy, you’re only a message away from an experienced estate planning expert, who can share advice or even lighten your caseload!

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 within 48 hours 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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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.