Paperless Estate Planning
Smooth your processes and boost profitability with this innovative client-facing estate planning platform.
The Future of Estate Planning is Here
Get to know your clients and understand their needs ahead of time with Legacy Portal’s Fact Find, a digitised personal information form for clients to complete at their convenience.
Streamline your onboarding process with digital ID verification, eliminating hours of paperwork and saving precious time for advisers and clients.
Generate tailored digital reports for clients within 48 hours at the click of a button!
Improve your productivity, customer experience, and audit trails thanks to Legacy Portal’s bespoke, comprehensive product reports.
Deliver enviable customer service along with clear audit trails. Share legal documents with clients on Legacy Portal for them to store and access on-demand, anytime, anywhere.
Explain complex estate planning products to clients with ease using Legacy Portal’s unique and personalised video animations.
Automatic updates in line with the latest legal products and legislation means you’ll always have access to the best estate planning products for your clients.
Customise the look of your digital reports and documents in line with your own branding thanks to Legacy Portal’s white labelling.
Benefit from Legacy Portal’s in-app customer referrals and notify current clients when it’s time to review their planning.
More Than a Digital Platform
Legacy Portal represents the next step in estate planning innovation. Created by experienced advisers, it is designed to be client-friendly and fully compliant, allowing you to deliver estate planning excellence with convenience and ease.
Far from being an impersonal tool, Legacy Portal’s digital approach makes estate planning an emotive, inclusive experience for your clients.
Using unique, personalised animations, easy-to-digest reports, and simple product explanations, Legacy Portal transforms the sometimes-difficult task of estate planning into an easy and accessible journey, smoothing the way for both the client and the adviser.
Legacy Portal For Life
Alongside its initial onboarding and planning benefits, Legacy Portal offers advisers excellent opportunities to further support clients with their wealth management.
Expand your Service Offering
Backed by CTT’s regulated financial advisory services, advisers can expand their client offering into other areas using Legacy Portal, including IHT, helping to seamlessly address all aspects of the client’s estate and life planning.
Gain New Referrals
As advisers ourselves, we understand that an investment in new software ultimately needs to drive new business. That’s why Legacy Portal asks clients if they’re happy to refer their adviser to friends and family. Effortlessly capitalise on your clients’ satisfaction, and convert it into a stream of referrals.
With Legacy Portal, advisers can discreetly prompt their clients when the time is right to revisit their estate planning. This thoughtful gesture allows clients to stay proactive in managing their estates while reinforcing the valuable connection between them and their adviser.
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.
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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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