Bolt-on Upgrades

Powers of Attorney Package

£25 + VAT per month

All you need to create a Power of Attorney live in your client’s home. Automatic order summaries and our fail proof professional signing notes mean fewer errors and unlimited drafting provides huge savings on processing costs. We offer 3 separate packages depending on the residence of your clients, each priced at £25 + VAT per month.

Included with your package:

Lasting Power Of Attorney (England & Wales)

• Lasting Powers of Attorney Property & Financial
• Lasting Powers of Attorney Health & Welfare
• All Registration Documents included
• General Powers of Attorney
• Advanced Decision
• Deed of Revocation

Power Of Attorney (Scotland)

• Powers of Attorney Continuing Financial
• Powers of Attorney Welfare
• Powers of Attorney Join Continuing Financial & Welfare
• All Registration Documents included
• General Powers of Attorney
• Advanced Decision
• Deed of Revocation

Enduring Power Of Attorney (N. Ireland)

• Enduring Powers of Attorney
• General Powers of Attorney
• Advanced Decision
• Deed of Revocation

Client Personalised Document Commentary Package

£10 + VAT per month

Most legal documents are extremely complex and can cause a lot of confusion and questions from your client. Our document commentary breaks down the ‘legalese’ in your Will and Trust. Personalised, professional and written in plain English, it is automatically generated with your legal documents to save time with lengthy explanations. It identifies those named by the client for various roles within their Will, providing a clear definition of clauses used or Trusts settled. All for £10 + VAT per month.

The Commentary is supplied with your client’s legal document, providing precise clarification on certain terms within in the Will and any Trust, saving you time taken up in lengthy explanations and improving your service to the client.

The Commentary is not just a standard form commentary as supplied by many companies. Generated at the click of a button, it is completely personal to your client, containing detailed information on all of their Executors, Guardians, beneficiaries etc. appointed in the Will. Save time, see more clients and increase your business.

Download PDF with Full Information

Watch the video below to see how the commentary looks inside the Software!

Life Assurance, Pension & Investment Bond Trust Package

£15 + VAT

These 3 packages can be bought with credits as and when you need them.  Credits can be purchased upfront and prices start from £15 + VAT per credit depending on the quantity (minimum purchase of 4 credits).

Life Assurance

Our Life Assurance package allows you to produce a full Life Assurance Trust yourself for your clients as well as allowing you to assign the benefits your client’s existing Life Assurance policies to an existing Trust. Life Assurance Package includes:

• Life Assurance trust (Including Split Trust)
• Deed of Assignment

Pension Package
This Pension Package allows your client to nominate their pension death benefits to Trust in the event of Death in Service, avoiding the pitfalls of no nomination such as benefits not being paid to the intended beneficiary. Pension Package includes:

• Pension Trust
• Nomination of Death Benefits (Including Flexi Access Beneficiaries)

Investment bonds
The Investment Bond package allows you to assign your client’s Investment policies to Trust whilst they are alive to protect them in the event of divorce, mental incapacity and also provide access to their families whilst the Probate process Is taking place in event of death. Investment Bond Package includes:

• Each document within the package costs 1 credit.
  0-20 credits = £22.50 + VAT per credit
• 21 – 50 credits = £20 + VAT per credit
• 51+ credits = £15 + VAT per credit

Marketing Package

£10 + VAT per month

Our comprehensive marketing package lets you generate personalised letter to your clients and other parties such as Guardians, Executors and Trustees for £10 + VAT per month. With our Marketing package you can generate branded letters with your company name, logo, contact details and corporate colours at the touch of a button, including:

• Letters to Guardians
• Letters to Executors
• Letters to Trustees
• Letters to Substitute Trustees
• Letters to Attorneys
• Letters to Certificate Providers

Paperless Package

£10 + VAT per month

Say goodbye to paper and save time and money. The Paperless package allows you to take instructions and draft documents within the software. Generate and electronically sign Terms of Business, Receipts, Rights to Cancel and Client Disclaimers at the point of sale for just £10 + VAT per month.

Stop wasting time and money compiling lengthy covering letters for your clients. Automatically produce documents during the instruction process summarising all your clients’ decisions. Create a personalised client disclaimer that can be electronically signed there and then, whilst highlighting risk and areas of concern such as tax implications and storage. Produce a receipt personalised with your pricing Including VAT, OPG fees or de minimus costs due. You won’t be needing a piece of paper again!

Watch the paperless point of sale process with e-signatures video to see learn more!

Watch the paperless point of sale process with e-signatures video to see learn more!

Will Clarity Package

£20 + VAT per month

The Will Clarity Package provides you with everything you need to offer a professional service focused on protecting your client’s wishes. Reduce risk to both your clients and your business; draft Will Clarity Statements, Execution Statements and Larke V Nugus Statements, all for £40 + VAT per month.

This package automatically compiles statements which fully satisfies the WHY, WHEN and HOW when it comes to your client’s Will, their wishes and the surrounding circumstances. This allows you to provide the best possible service to your client whilst also protecting your business by reducing the risk of a successful challenge. Create Will Clarity Statements, Execution Statements and Larke V Nugus Statements, all for £20 + VAT per month.

CRM System

£20 + VAT per month

Your Legal CRM allows you to manage your prospects and appointments from one place. Accessible on any device, you need never miss an appointment again. Just £20 + VAT per month. Designed as a business management tool for Will Writers, Estate Planning professionals and Private Client solicitors, ‘Your Legal CRM’ allows you to manage your client appointments on the go from your mobile device. Seamlessly integrating with your existing systems, it is simple to use, secure and fully GDPR & PECR compliant.

Enter notes and reminders to help build a stronger relationship with your clients, create and manage your appointments, prioritise your prospects, improve customer service and increase your profitability for just £20 + VAT per month.

Please note that our CRM system is included with the professional package.

Watch our video to see how our Legal CRM System will help your business!

Multiple Sibling Trust

Individual POA (Included within Pro Bundle)

Draft Multiple Sibling Trusts within your clients Will In minutes. With a clear and concise layout, it’s simple for both you to explain and your client to understand. Offer your clients even more flexibility. Price on application. 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. Allowing different trustees to act across a number of Trusts means that each Trust can be managed independently. Legacy allows you to draft multiple Sibling Trusts within the Will in minutes without the need to cut, copy or paste! Get in touch for prices or to find out more.

Additional Legal Documents

POA

We offer a wealth of different products and services that can be drafted as you need them If you don’t wish to purchase our Essential or Professional packages, these range from Conveyancing Documents to Cross Option Agreements. Pricing available on application. Contact us to find out more.

Download PDF with Full Drafting List