This is an input only licence. Non drafting. The Advisor takes the clients instruction for products and services, directly into the CTT Legacy software. This creates an order to draft the documents, which can be submitted to the Professional Processing Bundle, licenced to their group, or directly to Countrywide Tax & Trust Corporation Ltd *.
*Where CTTC are drafting a processing fee applies per document
This is an input only licence. Non drafting. The Advisor takes instruction for all products services provided by CTTC and the orders from this licence submit to the Professional Processing Bundle to be drafted or submits directly to Countrywide Tax & Trust Corporation Ltd to be drafted*.
*Where CTTC are drafting a processing fee applies per document
The professional bundle ensures all will writing needs are met, comprising a wide range of document creating features allowing you to produce an unlimited amounts of Wills including Trusts with the will and Powers of Attorney.
Bid farewell to high-risk transactions, with Legacy’s secure communication portal that allows you to send messages, forms and sensitive information direct to your clients with ultimate confidence.
These packages can be purchased with credits. (Minimum purchase of 4 credits). Credits can be purchased upfront.
