Professional Processing Bundle

Will Clarity Feature

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. 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.

Client Personalised Document Commentary Feature

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.

• 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.

Powers of Attorney Features

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.

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

Trusts of Residue

• NRB & RNRB Discretionary Trust Within the Will
• Discretionary Trust of Residue (Inc RNRB) within the Will
• Discretionary Trust of Residue
• Interest in Possession Trust of Residue

Legacies to Trust

• Life Interest in Property Trust (right to Residue/Life Interest/ protective property)
• Nil Rate Band Discretionary Trust
• Residence Nil Rate Band Discretionary Trust
• Discretionary Business Trust
• Discretionary Agricultal Trust
• Discretionary Disabled Trust
• Child Trust

Will and Trust Clauses

• Business clause
• Agricultural Clause
• Foreign property inc. Brussels
• Gift of property
• Anticipation of marriage
• Right to Occupy
• Monetary legacies within a Discretionary Trust

Multiple Sibling Trust with Individual POA

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. 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!

Marketing Feature

Our comprehensive marketing package lets you generate personalised letter to your clients and other parties such as Guardians, Executors and Trustees. 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 Feature

This feature 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.

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!

CRM System

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. 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.