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Many users like to work in different ways and offer different levels of service.  CTT Legacy Software allows you to do just that. The choice is yours.

Multitasking made simple.

There isn’t a client document that exists Legacy can’t put its tentacles on. Whatever documents you draft our software gives you ultimate flexibility. Process documents yourself, send to your preferred third party or let our team of experts handle it for you. The choice is yours.

  • Higher Productivity – work smarter, not harder
  • Security – Cloud based, encrypted and GDPR compliant
  • Risk Managed – always up to date with the latest legislation,
  • Country Specific Legalities – Compliant for England, Scotland, Wales and N. Ireland
  • Customer Portal – Everything in one place. Paperless and efficient client management
  • Cost efficient – Reduced administration

What are you waiting for? Get started with our range of packages below.

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Professional

We have introduced Professional Bundles for those of you who want to offer your clients a full estate planning service, whilst generating your own legal documents.

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Essential

The Essential Package provides you with everything you need and more. You can take instructions for all of our products and services and draft many documents yourself, all for one low fixed fee of only
£52 + VAT per month.

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Bolt-on Upgrades

Once you have purchased your Essential Package, you can choose to bolt on any of our Plus Packages to generate even more legal documents yourself.

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Security Portal

The CTT Legacy software has an integrated, secure client communication system that is easy to use and allows you to send messages and forms securely, request ID documents and share information with your clients in a GDPR-compliant way without the associated risks of sending sensitive information via email.

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Choosing a Contract

There are 4 contract types available (A,B,C and D), depending on the size of your business and your level of experience in Will & Estate Planning.

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