28/08/25
The paper age is coming to an end. From banking and insurance to booking holidays and buying groceries, our lives are moving steadily towards an entirely digital future.
For the Estate Planning sector, which relies heavily on client admin and document processing, it’s essential to keep up with this new and expected level of customer service.
The goal? To provide enhanced efficiency and security to your clients while leveraging its benefits to deliver fast, profitable, and clearly compliant outcomes for your business.
At CTT Group, we’ve been leading the way with industry-specific innovations for the last 20 years. Our cutting-edge digital Tools, including CTT Legacy Software and Client-Facing Portal, are transforming the way advisers interact with their clients and the face of the industry as a whole.
Alongside our other key pillars of Knowledge – to help you confidently expand your services, and Growth – to support your business’ steady development, our digital Tools give you a complete solution to managing your professional estate planning practice – and client relations – through a paperless, secure, and risk-free platform.
Future-proof Estate Planning Software
Hands-on document processing has been a time-consuming yet essential part of estate planning since the days of pen and parchment. But that’s no longer the case.
With CTT’s Legacy Software, you eliminate mountains of paperwork and reduce manual tasks – all while boosting the profitability of your estate planning business.
With access to over 100 legal products and services, Legacy lets you competently draft even the most complex estate planning documents, all at the touch of a button.
Backed by our specialist in-house team and the platform’s Adviser Chat feature, you have expert advice and reassurance on hand when you need it most. Get professional help and share your caseload without sacrificing your fee or your client. Let the software intuitively guide you to create the perfect plan for your clients while you focus on building solid customer relationships.
Smart CRM Software – your lead nurturing tool
Legacy’s entire digital journey streamlines every stage of planning your client’s estate and overseeing their case, including secure messaging, ID checking, and document storage.
By monitoring case progress and managing client expectations in real time, you ensure your service delivery is transparent, and customer satisfaction is high. Save time, improve efficiency, and impress clients with your cutting-edge digital service, enhancing customer retention and contributing to stronger returns.
Its built-in referral feature allows you to capitalise on these gains, turning today’s happy clients into tomorrow’s future business.
Use Legacy’s powerful data capture to gain insight into your overall business operations, helping you spot areas primed for growth, and reduce risk while nurturing existing client cases. With CTT Legacy Software, it’s all just a click away!
Enhanced protection – for you and your client
CTT Legacy Software provides a fully traceable audit of all your client transactions, keeping a record of your adherence to best practice and demonstrating due diligence.
From client onboarding via Legacy Portal – its user-friendly client-facing app – to the creation of Trusts and bespoke product reports in line with the latest legislation, Legacy provides optimal planning solutions for your customers and watertight compliance for you.
Its Recommendation Reports use clear personalised graphics to educate clients on the best legal products for them, empowering your customers with the knowledge to make informed choices on their planning and ensuring greater transparency.
On completion of drafting, Legacy produces a Will Clarity Statement – a complementary legal document that provides reasoning for your clients wishes and is signed by them, giving you an extra layer of protection for your business and your client in the event of a challenge or Larke V Nugus request.
Adviser Training Portal: your digital gateway to learning
In addition to CTT’s Legacy Software, access to our learning materials and courses is also fully digital, letting you grow your Knowledge on the go.
From beginners’ Foundation training right through to our specialist and advanced courses, access all your CTT learning tools and materials through our online Training Portal.
Use it to find and book relevant courses and join in on live online training sessions – wherever you are! It also lets you download and store all your training materials for future reference and features in-portal tests, to help you consolidate or refresh your learning.
As you progress through the various levels, keep track of your growing expertise with our course badges, which automatically display on your Portal Profile as you complete each stage of your training.
With CTT’s Training Portal, you are in control of your professional development.
Knowledge, Tools, Growth – a winning formula
Digitise your practice and processes with CTT’s online Tools and let Legacy handle the heavy lifting. Use our online Knowledge services to elevate your skills and trust our in-house Growth team to support your development as you build a highly profitable estate planning business.
With this comprehensive three-part support structure, we provide you with everything you need to work smarter, build confidence, and move forward in the sector.
Get in touch now for a free consultation and start your journey with CTT!
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