SO MUCH MORE THAN STANDARD WILL WRITING SOFTWARE
Having worked in the Will writing industry for many years, we understand that as business owners you require a software package that saves you time and money, is flexible to your business needs, and has a range of products second to none. Countrywide Legacy prioritises this and so much more.
Watch our Countrywide Legacy features video to see how our software can transform your Will and Estate Planning business.
DESIGNED WITH YOUR BUSINESS IN MIND
User friendly and intelligent, our legal document drafting software can be run in variety of ways to suit every size and category of business.
Select your business model and see how it can work for you!
Our new features and packages
CRM SYSTEm - Coming soon
Managing your appointments has never been easier! Use our CRM system to simply schedule client appointments and more from any device. Fully secure and GDPR/PECR compliant, the system syncs with your Outlook and Gmail accounts so you need never miss an appointment again!
WILL CLARITY PACKAGE
With inheritance disputes on the rise there has never been a greater need for protecting your client’s Wills against future claims. Our Will Clarity Package will fully satisfy the WHY, WHEN, WHERE, HOW and WHO when it comes to your clients Will, their wishes and the surrounding circumstances. Every client wants one. Every business needs every client to have one. Click here to view an example of our statements.
PAPERLESS PACKAGE
Our software is completely paperless! Automatically generating and electronically signing your Terms of Business, Receipt and Rights to Cancel at the touch of a button, saving you time and money. The package also includes a personalised Client Disclaimer detailing any areas of concern and indemnifying you, should your clients choose not to follow best advice.
Why not opt for our Professional Bundles?
Available at a reduced rate (compared to purchasing each Package individually).
We have introduced new Professional Bundles for those of you who want to offer your clients a full estate planning service, whilst generating your own legal documents.
We realise that making your business paperless is important in this day and age, so we have ensured that you will have access to all of our latest paperless features, such as the Paperless Package, creating electronic notes within the software, to-do notes, digital illustrations, and the new CRM system to manage your appointments and prospects, at no additional cost.
You will also have access to our latest releases, including the NEW Will Clarity Package, the NEW CRM system, the NEW Multiple Trusts Package and much more...
