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Be among the first to see the new Legacy Portal app in action

Written by

CTT Legacy Software

If you’re already using Legacy software, you’ll understand its benefits – but technology doesn’t stop, and neither does the innovative team at CTT!

To further enhance your client provision, CTT is launching Legacy Portal, a new client-facing app due for release on 29th January 2024.

Be among the first to see this new digital estate planning tool in action – and get the chance to quiz its developers – in the Legacy Portal Webinar 26th January.

What is Legacy Portal?

Legacy Portal is an innovative digital platform accessible to clients through a web browser or downloadable app. It caters to every stage of the client’s journey, commencing with a smooth onboarding process facilitated by the portal’s Fact Find feature.

Legacy Portal Fact Find

The digital Fact Find questionnaire enables clients to input their details from the comfort of their home. They can then submit this information to you through Legacy Portal, minimising the need for face-to-face meetings and paperwork.

Generate personalised reports

After completing the Fact Find, you can access your client’s details via the app, instantly receiving an overview of their estate and circumstances. The information highlights specific areas requiring attention, offering you valuable insights into potential issues and challenges.

Using this information, you can generate a personalised Recommendation Report for your client within 48 hours. The report, which is sent to the client via Legacy Portal, uses tailored animations to illustrate the legal products most suited to them and the effect of applying these to their estate.

The videos are educational and emotive, using the client’s name and those of their loved ones in real-life scenarios to outline the benefits of the recommended products. The client can then choose to accept or decline these recommendations and return their feedback to you.

Once the client has confirmed their selection of products, you can use the app to generate a digital Confirmation of Instruction Report and send it to them via Legacy Portal.

A client for life

Legacy Portal allows clients to store, access, and share their legal documents easily and securely. It also enables you to maintain regular contact with your client going forward, to notify them when it’s time to update their will, and of any new legal products or changes in legislation that would benefit them, making them a client for life!

Don’t miss out

If you’re a Legacy user, don’t miss out on this exciting opportunity to take your provision to the next level. Sign up for the Legacy Portal Webinar taking place on 26th January, 9:00-10:00 AM to get a first glimpse of the app and what it can do for you, your clients, and your business!

You can register your interest to attend the Insight Webinar demonstrating Legacy Portal via the email invite you’ve already received or here.

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