Our professional packages are designed for those who want to offer a comprehensive estate planning service to their clients.
Comprising of all the elements of the essential package plus a range of our bolt-on upgrades, you’ll have every product you could wish to draft at your fingertips for just £100 + VAT per month.
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.
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.