Flexible Legal Estate Planning Software
We understand that all advisers like to work in different ways. Whether you’re a new adviser or an established business, Legacy Software fits around you and how you operate. Find out more about our legal estate planning software.
Professional Processing Bundle
Designed for advisers who wish to offer a comprehensive estate planning service to their clients.
Professional Field Adviser Bundle
An input-only licence which generates document orders.
Joint Products
Whether you use our Professional Processing or our Field Adviser Bundle, you will have access to the following essential products.
Professional Processing Bundle
£100+VAT per month
Professional Processing is a comprehensive bundle of features enabling you provide a full estate planning service.
CRM System:
Your Legal CRM streamlines prospect and appointment management on any device, ensuring you never miss a meeting. It integrates with your systems, enhancing client relationships, prioritising prospects, and boosting profitability, all while staying GDPR & PECR compliant.
Paperless Feature:
Take instructions and draft documents within Legacy. This legal estate planning software enables you to generate and electronically sign Terms of Business, Receipts, Rights to Cancel and Client Disclaimers at the point of sale.
Will Clarity Feature:
Reduce risk to both your clients and your business; automatically compile Will Clarity Statements, Execution Statements and Larke V Nugus Statements.
Client Personalised Document Commentary
Feature:
Our document commentary breaks down the ‘legalese’ in a Will or Trust. Personalised, professional and written in plain English, it is automatically generated with your legal documents to save time with lengthy explanations.
Powers of Attorney Feature:
All you need to create a Power of Attorney for Scotland, Northern Ireland, England and Wales.
Professional Field Adviser Bundle
£55+VAT per month
This is an input-only licence and does not include document drafting.
As a Professional Field Adviser, you will take clients’ instructions for estate planning products and services, inputting them directly into Legacy Software. From here, an order is automatically placed through Legacy for the documents to be drafted. Orders will either go to our trusted partner Countrywide Tax & Trust Corporation Ltd* or to the Professional Processing Bundle that is licenced to your group.
*Where CTTC are drafting a processing fee applies per document.
Joint Products
Whether you use our Professional Processing or our Field Adviser Bundle, you will have access to the following essential products within our legal estate planning software.
Will and Trust Clauses:
Business clause; Agricultural Clause; Foreign property inc. Brussels; Gift of property; Anticipation of marriage; Right to Occupy; Monetary legacies within a Discretionary Trust
Trusts of Residue:
NRB & RNRB Discretionary Within the Will; Discretionary Trust of Residue (Inc RNRB) within the Will; Discretionary Trust of Residue; Interest in Possession Trust of Residue.
Legacies to Trust:
Life Interest in Property Trust (right to Residue/Life Interest/ protective property); Nil Rate Band Discretionary Trust; Residence Nil Rate Band Discretionary Trust; Discretionary Business Trust; Discretionary Agricultural Trust; Discretionary Disabled Trust, Child Trust.
Multiple Sibling Trust with Individual POA:
Multiple Trusts provide your clients and their beneficiaries with even more flexibility; Separate Trusts are useful in solving those tricky ‘who gets what’ Issues that can arise, particularly for those with blended families.
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.
Find out More
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.
Find out More
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.
Find out More
Try The
Demo
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.
Find out More
Frequently Asked Questions
Legal estate planning software is a digital tool designed to assist legal professionals and advisers in managing and automating the estate planning process. This includes drafting legal documents, managing client relationships, and ensuring compliance with relevant laws.
Our software streamlines the process of drafting wills, trusts, and other estate planning documents. It improves efficiency by managing client information, scheduling, and document creation in one platform. Additionally, it reduces the risk of errors and helps maintain compliance with legal standards.
Yes, our legal estate planning software is designed to be fully compliant with the General Data Protection Regulation (GDPR) and the Privacy and Electronic Communications Regulations (PECR), ensuring that your practice maintains the highest standards of data privacy and security.
Absolutely, our software supports the creation of Powers of Attorney for Scotland, Northern Ireland, England, and Wales, providing a comprehensive solution for all your client's needs across these regions.