8 Reasons to choose CTT Legacy Estate Planning software – from an avid user!
Last year, Berkeley Weston, an estate planning firm specialising in DIY probate services, adopted CTT Legacy Software to serve its diverse client base.
This strategic step by the Leicester-based firm aligns with their ambitions for expansion and broadening their range of provisions.
Here, Berkeley Weston’s Estate Planning and Probate Consultant, Hannah Foody, explains how using CTT Legacy Estate Planning software is making it happen.
1. Expands your offering instantly
CTT Legacy’s intuitive drafting makes it easy to expand your current offering to include more complex estate planning solutions. “It’s not like other platforms in the industry, which are just writing tools. Legacy is a trust implementing software,” says Hannah.
With the help of CTT Legacy, you’re able to create bespoke planning, tailored to the client's needs, at the touch of a button.
“It’s a lot more sophisticated than other software I’ve used,” she shares. “It generates trusts within the wills, does a fact find, and populates it. Without Legacy, I wouldn’t be in the position to consult with trusts.”
2. Optimises your operations for CMA compliance
CTT Legacy’s smooth integration with your working processes means it doesn’t just draft legal documents.
The platform’s business and client management features give you a clear overview of your operations and help you optimise them and your workload.
"It's like an AI; it just takes all the stress away from you," says Sophie.
Use it to track client cases and stay on top of communications to deliver a smooth, client service that complies with Competition and Markets Authority (CMA) regulations and increases profitability.
3. Helps your clients say “yes!”
CTT Legacy's Recommendation Reports are a unique feature that creates informative animations to help educate your clients on the various estate planning products available.
Personalised to your client’s circumstances, complete with the names of their family, and beneficiaries, and the value of their assets, these reports clearly outline how different planning tools interact with the client’s estate to help them understand and choose the best solutions for them.
“I’ve had some clients that have come back to say, ‘Yep. Brilliant, let’s get on with it,’ thanks to the clarity and education of the reports,” reveals Hannah.
4. Gives you peace of mind
With its in-software prompts and helpful tips, CTT Legacy guides consultations and supports best practice. These pop-ups are designed to alert you to both legal obligations and opportunities to discuss product options with clients, so you can be sure you’re doing due diligence and always providing comprehensive advice.
“Having the guidance and the backup in the software is great,” Hannah continues, “Every time you populate anything, there’s a client journey timeline that tells you what’s next, and explains why. It’s such a great tool.”
Use it to support compliance and transparency with clients, giving you extra peace of mind, and deliver a consistently excellent service.
5. Helps you upskill with ease
When you choose to work with CTT Legacy Estate Planning Software, you don’t just get the tools to deliver comprehensive Estate Planning; you also get the knowledge to confidently advise clients on more complex planning.
“Trusts and Inheritance Tax were new to me, so the training was very useful,” says Hannah.
With CTT’s advanced adviser training, you’ll gain expert insight into various IHT, care home, and generational wealth solutions. Get the confidence to advise your clients on the best approach for them and implement bespoke planning with CTT Legacy that fulfils your clients’ needs, no matter how perplexing.
“I feel confident and reassured of what I’m saying,” Hannah says.
6. Provides 24/7 expert support
Once you’ve completed CTT’s training, the specialist support continues with expert guidance available to CTT Legacy users, 24/7. No matter how complex your query or client case, reach out to our Partnership Team or CTT’s Adviser Chat and we’ll connect you with the right CTT expert to resolve your issue.
“It's nice knowing there's a really knowledgeable team at CTT. Anything I don't know, I know I can find out,” says Hannah.
We offer ongoing one-to-one adviser support on everything from technical tax and trust queries to due diligence and legal procedures. We even help to support advisers and their clients with probate and care home fees.
“Even if it's quite a complex query, someone at CTT will come back to me within 24 hours with the answer, which makes me super confident,” she explains.
7. Gives you hands-on help with documents
CTT Legacy’s intuitive document drafting and business management features make admin tasks a breeze. But even the most competent advisers sometimes find they need a trained eye when it comes to clients’ legal paperwork.
With CTT Legacy, you don’t just get the software to write wills; you get hands-on help with processing, admin, and document checking, so you can dot the i's, cross the t’s and be confident you have the backing of our professional team. With Legacy, you’re never alone.
“It’s been very good having that help and reassurance You don't have to sit and worry that you can’t figure something out, you can just ask,” says Hannah. “I’ve even sent a will over and asked, ‘Does this look right?’ and the team at CTT have been forthcoming with feedback.”
8. Enables Business growth
As well as future-proofing your business with the means to expand your client offering, CTT Legacy Software actively enables and drives business growth. It does this through its referrals feature that allows existing clients to recommend you to friends and family. It also lets you use your current client data to maximise ongoing sales opportunities with existing clients through regular will reviews and product updates.
Through CTT’s Partnership Team, you have access to a wealth of strategic advice that transforms your software into a tool for purposeful business growth.
“We want to offer clients the full package, and grow our business,” says Hannah. “The extra training with Jonathan and the Partnership Team has been very useful!”
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