Get started with the Essential Package
Enabling you to take client instructions from an extensive range of products and services, you can draft many documents yourself. Legacy software also allows you to Input Instructions for all documents and send the Information electronically to a third party like CTT group for this to be generated for you. All for a low, fixed fee of £52 + VAT per month.
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.
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.
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.