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.
Contract A 01
Contract B 02
Contract C 03
Contract D 04
Get a comprehensive breakdown of each contract
Please note the Contract option chosen does not affect the cost of the training, software, membership or processing fees.Download PDF
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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.
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.
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.
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.