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Flexible Estate Planning Software Solutions

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.

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 Software. 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.

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

Learn More About The Full Range Of CTT’s Professional Services Here.