Staging Environment
Flexible Legal Estate Planning Software
We understand that all advisers like to work in different ways and that no two practices are the same. That’s why Legacy’s flexible software packages are available with customisable options to suit you. Find out more about our legal estate planning software licences.
Estate planning software that works for you
Whether you’re a new adviser or an established business, Legacy Software fits around you and how you operate. With various labelling choices and opt-in features, you can make your version of Legacy your own.
PROFESSIONAL & DOCUMENT PROCESSING
- Independent advisers who wish to offer a comprehensive estate planning service to their clients.
- Larger practices with multiple advisers to facilitate in-house document processing.
Core Products:
- Will and Trust Clauses
- Trust of Residue
- Legacies to Trust
- Multiple Sibling Trust with Individual POA
Key Features:
- CRM System
- Paperless Feature
- Will Clarity Feature
- Client Personalised Document Commentary
£120 +VAT per month
PROFESSIONAL FIELD
ADVISER LICENCE
Recommended for:
- Field advisers operating within a larger practice that already has at least one in-house PROFESSIONAL & DOCUMENT PROCESSING
Core Products:
- Will and Trust Clauses
- Trust of Residue
- Legacies to Trust
- Multiple Sibling Trust with Individual POA
Key Features:
- CRM System
- Paperless Feature
- Will Clarity Feature
- Client Personalised Document Commentary
£55 +VAT per month
Core Products
Whether you use either of our Professional Document Processing or our Professional Field Adviser packages, 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.
Key Features
Professional Document Processing and Professional Field Adviser packages include a comprehensive bundle of key features enabling you to 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.
Our Packages
Becoming a member of CTT Group’s Professional Advisor community gives you access to a range of unique products and advice from our specialist team of experts.
Our PI Insurance Service
Our PI Insurance Service will provide you with a safety net specifically designed to cover the costs of defending your business against any future claims.
When you join CTT Group or use our Will writing Software, PI Insurance is available to you.
Every Adviser working in association with CTT Group, must have Professional Indemnity Insurance in place, again this needs to be in place prior to commencing work and recommending our Products and Services to your clients.
You have worked hard to make your company a success so it makes sense to protect it.
At CTT Group we offer a comprehensive PI Insurance service to help safeguard you and your business.
Our Membership Benefits
Becoming A CTT Group member grants you access to a host of advisor resources and benefits.
Becoming a member gives you access to:
- Discounted training
- Advisor resources such as key feature and client information sheets
- Access to the Estate Planning Helpline
and much more!
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 and personalised educational animations.
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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.
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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.