Whether you’re new to the business or an established Will writer, your new Estate Planning business begins right here with Countrywide Legacy.
We can provide you with all the training and support you need to get your new business off the ground, or help you to expand your existing Will writing business with our comprehensive range of products and services, and bespoke estate planning solutions. All of which, can be used throughout the whole of the UK, so whether your clients live in Glasgow or Enniskillen, you can trust that all of their documents are legally valid.
Knowledge is power
Whatever your current occupation, you can easily train to become a full Estate Planning Consultant and benefit from being able to offer new and existing clients a full range of bespoke estate planning solutions.
Whilst we all know that everyone should have a Will, 2 out of 3 people have yet to get around to making one and those that have done so, rarely have the correct Will in place! With so many people worried about losing their home and savings to Long Term Care fees and wanting to protect assets for future generations these days, the potential for finding new clients in this market is huge.
At Countrywide we place an exceptionally high value on the training we provide to all our Estate Planning Consultants, which includes Solicitors, Chartered Accountants, existing Will Writers and Financial Advisers.
At entry level, our in depth Foundation Course, Online Training and Tests and the guidance and support provided by our New Entrants Team, ensures the best start possible for your estate planning business.
WRITTEN BY EXPERTS, USED BY PROFESSIONALS
In addition to having the right training to do the job, we understand that choosing the right Legal Software for your business will be of the utmost importance to you. Our document system, which is both user friendly and flexible to the needs of your clients, achieves this. Our experts at Countrywide Legacy have worked tirelessly to ensure that we not only meet your requirements, but exceed all expectation.
Countrywide Legacy provides intelligent, bespoke Legal Document Drafting Software Packages to thousands of registered users throughout the UK. Our Directors, Clive Ponder TEP, Bob Massey TEP DipPFS, Spencer Tattam TEP DipPFS and Charlotte Ponder TEP LL.B are all full members of the Society of Trust and Estate Practitioners (STEP) and have passed the STEP Diploma.
STEP is the leading international association for Practitioners giving advice in the area of Wills, Trusts and Estates.