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CTT Legacy – Intelligent Will Software

This Software is for professional Estate Planning advisors. Our aim at CTT Legacy is to ensure your success. We firmly believe that our ‘state of the art’ Software will not only save you time and money, but will give you access to legal products and services that you may not have been able to recommend before, so boosting your income and adding value for your Clients.

So, whether you’re a Solicitor, Will Writing Company, Independent professional or part of a network, our Software packages are right for you.

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Secure Customer Portal

Offering simplicity, Legacy is built for the digital age. Your digitally savvy clients no longer want to be dragged through paperwork driven processes, so we’ve bypassed the historic middleman. With the unique customer portal, all their contracts and details are saved in once place. Encrypted and cloud based, their bank details and ID documents can be processed here with no risk to their sensitive information.

Documents can be electronically signed, avoiding the hassle of posting paperwork, or lengthy email threads. Legacy empowers you to take complete control of your customer’s journey saving your time, and theirs!

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Document Management Systems

Handy, easy to access online filing, available when you need them.

Once your cases have been completed and signed by the client, they are scanned and then stored in our electronic filing cabinet called Docuware, where you can view and print them as and when you require.

  • See the exact status and progress of your client’s order
  • Access your price list
  • Process payments
  • Check commissions due
  • View, print, or email completed and/or stored client documents
  • View any post you have sent in to us and so confirm receipt
  • View a list of documents which need to be returned to CTT