Highly flexible and developed to align seamlessly with your business, Legacy is built for the digital age. From a single user to multiple users within a firm, it can be tailored to your specific needs giving you complete control of your client’s journey. Get in touch to discover more about our comprehensive UK will writing software.
Stop wasting time on admin and start utilising CTT Legacy Software. Our system will instantly complete the boring tasks for you, allowing you to do your job more productively. This powerful platform gives you ultimate flexibility. Process documents yourself or let your support network at CTT do the hard work for you. Holiday coming up? We can handle all your documents and administration so you can return to an empty desk and focus on the most important thing – your clients!
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With over 90 legal products and services available at the click of a button, what are you waiting for? You only have one pair of hands, so begin to use your time and knowledge wisely by integrating our fully paperless, cloud-based business management system into your existing business. Whether you’re a single user or a large corporation, Legacy adapts to work for you and your existing processes.
Every product you will ever draft, available in one secure portal. We are quick to adapt, ensuring you always have the most up-to-date legislation relevant to the region you’re drafting for. We guarantee if you need it, it will be there.
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The dedicated training bulletins and video section guides you every step of the way. With over 50 videos available, access to our advisers during office hours and our Active Chat giving you 24/7 support, we can answer all your questions as they arise. In addition, you’ll be kept up to date with new releases and provided with comprehensive training material to learn how to use them.
Contact us01Your new software is so user friendly, with prompts when we forget to add a section, big words that are easy to read and sections to complete! I must mention your department teams, they are so helpful. All in all, I can see myself and my business valuing greatly by your help and support!
02Countrywide Legacy has allowed me to take instructions on simple Wills & LPAs with ease. LPAs commentary and instructions to clients on signing is spot on.
03Will Writing, Estate Planning & LPA Drafting – Estate Planning Foundation Course: Very informative course, excellent trainers, relaxed atmosphere.
04Countrywide’s Legacy Software is the best ever and it keeps getting better and better with continual improvements and an impressive development program. But Legacy is not just a piece of Software because you have all of the Countrywide legal expertise and marketing help at your disposal: I really feel part of a team and I recommend them to everyone who wants to offer a professional Will & LPA service to their clients.
05I can offer a better service with a fairly unique offering thanks to the package. I also believe it will reduce potential future claims for myself and the client. I believe it is a strong selling point as many clients are putting off making Wills because of worries of how it will be handled on their death.
06The Will Clarity is simple to use and is a good selling point to clients especially when there is a complex change to an existing Will.
07Planning for Corporate and High Net Worth Clients Course: The training and support provided by Countrywide Tax and Trust Corporation Ltd is second to none. It has made me offer far better value to clients and prospects than I could without them. Thank you!
08The Will Clarity Package has reduced future risk and is a very professional document to use with clients.
09The Will Clarity Package is so simple to use and a great way to remind me of my responsibilities in assessing clients as well as their needs. It gives peace of mind that my consultants are acting appropriately and reducing risk to the business. My clients are very understanding and they see the professionalism of using such packages.
10Since using the legacy software the process for our company has become so much smoother. We can now input and produce an order summary within 10 minutes and are looking forward to the upcoming updates on the software so we can improve our service even more.
11Fantastic software package. Without this software package it would be very difficult and time consuming to process cases. My favourite feature is the ability to save information and revert back to this when required.
Yes, data can be imported but it must be in a particular format. Legacy provides a spreadsheet for you to import data and create a client.
Yes, you can export data on main clients.
Word and PDF documents.
Absolutely, there is a document checking service, which is particularly helpful for document signing. We also provide bespoke estate planning.
There are over 100 different products available in Legacy, ranging from simple wills to LPAs and pilot trusts.
Data is stored on UK-based servers in a GDPR-compliant way.
The monthly cost will vary depending on your package but could be between £52 to £100 plus VAT each month.
