Deliver your services better
Our Software provides the structure and framework to deliver your services better and communicate more effectively with your clients whilst reducing mistakes and resulting complaints. Watch our video to see how we can eliminate those costly processing fees, expand your product range and save you time and money.
Watch our Video to see how Countrywide Legacy can help your business
Having spent so many years in the Will writing industry, taking instructions from clients ourselves, we understand just what you need. Countryide Legacy has been written by our team of experts to not only draft legal documents, but also assist in running your whole business more efficiently.
Our expertise means we are always ahead of legislation changes, developing innovative strategies to protect your clients and ensuring our software guides you seamlessly through the entire process. For example, Countrywide Legacy protects you from creating a tax event, and we have also developed a Discretionary Trust which automatically qualifies for the new Residence Nil Rate Band, without Trustees needing to make an appointment.
You have worked hard to make your company a success, so it makes sense to protect it...
- Risk Management
At Countrywide Legacy we understand just how important it is to know that your choice of Will writing Software is both compliant and risk free. Not only is our Software built in line with the STEP Will Writing Code of Practice, Countrywide Legacy also risk-manages and audits the process at every stage, ensuring that you and your clients are fully protected.
Countrywide Legacy is committed to maintaining the highest operational standards with our systems and processes to protect data. Multiple layers of security controls protect access to data, including physical and network security, firewalls and intrusion protection systems.
All data entered is encrypted to and from the server (which is held in the UK) and sensitive data is encrypted on the secure server.
Click here to learn more about Countrywide Legacy's security,
In House Experts
Our Software has been built using the expertise of our in house TEPS and legal experts who regularly take client Instructions, meaning we understand the Instruction taking process at Grass Roots level.
Built in protection
Most of us are only too aware of what can happen when things go wrong and just how devastating an upheld claim could be.
With this firmly in mind, the Software automatically produces a Client Disclaimer which is client specific and details where “best advice” has not been followed by the client and which requires their electronic signature to confirm their understanding. Thus indemnifying you against potential claims against you and your business!
Unlike most other Will Writing Software, Countrywide Legacy is intelligent. The Software analyses your client’s information and accurately steers you towards the correct solution, ensuring that you get it right first time and every time!
Our Software is also sophistically encrypted in the UK providing you with complete protection and control of your data.
- Professional Indemnity Insurance
Professional Indemnity Insurance
The need for Professional Indemnity Insurance has never been greater. Without the right insurance, you are putting your business and personal assets at risk! Our PI Insurance package will provide you with a safety net specifically designed to cover the costs of defending your business against any future claims.
Your Policy will be issued in your own or your company name under Countrywide’s Master Policy through our recommended insurer.
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