Get started with our
Essential PackageParamount to your Estate Planning business,
it contains all you need to get started.Free Trial

YOUR ESSENTIAL PACKAGE

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
£42 + VAT per month.

Purchase our Professional Bundle which includes the Essential Package and benefit from our brand new CRM System FREE of charge.

What can you draft?

WHAT'S INCLUDED?

Unlimited Drafting
Range of Products
Electronic Notes
Order Summaries
Plus Packages

Draft an unlimited amount of legal documents with no hidden charges, all for £42 + VAT per month.

Additionally, fail-proof professional signing notes are included with every document you generate, ensuring your clients get it right first time, every time.

Watch the video to see learn more!

Document Preview

Preview legal documents in real time whilst taking client instructions.

Watch the video to see learn more!

Draft many documents yourself. With just our Essential Package, you can also take instructions for all of our products, everything from Conveyancing Documents to Trust Administration and more. View our range of products now:

View our products

Client Notes & To-do TASK LISTS

No longer will you need to take notes on paper at a client meeting. You can seamlessly enter notes and create to-do task lists directly into the Software, ensuring nothing is lost and all the information is secure. This means you'll have no more issues deciphering handwriting or losing paper notes.

Additionally, client notes can be added directly into the Client Disclaimer for the client to read and confirm, providing transparency and further protection. Any notes made will be kept with the client’s electronic file to assist on future appointments for the instruction taker or someone other than the original instruction taker.

Watch the video to see learn more!

Illustration tool!

Every sales person knows how important clarifying complex issues is with simple illustrations! Along with electronic Client / Order Notes and To-Do Task Lists, our illustration tool means you and your business can go completely paperless!

The tool is fully keyboard compatible, meaning you can produce illustrations with ease.
Save your illustrations to the 'Global Illustration' tile of your Legacy Software for future use.
Re-utilise saved illustrations and customise them to specifically suit a client's estate planning.
Opt for illustrations to appear within a client's disclaimer.

Watch the video to see learn more!

Automatically produce order summaries for your clients to check and confirm their details.

Save money on fewer errors and corrections and save time not having to send multiple draft documents!

Watch our video to view the Order Summary in our Software.

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.

View our Plus Packages

WITH COUNTRYWIDE LEGACY,
there isn't a one size fits all

Many users like to work in different ways and offer different levels of service and. Countrywide Legacy allows you to do just that. The choice is yours.

Using Countrywide Legacy is as easy as 1, 2, 3!

Mix and Match!

Purchase our Essential Package and take instructions for all of our products and have the ability to draft many legal documents yourself OR you can simply press a button and send them to us or a third party to generate for you.

After purchasing our Essential Package, you are able to further increase the range of products you can draft. By simply bolting on any of our range of Plus Packages and boost profits even further.

View our range of Plus Packages

Become a Countrywide Member and benefit from all of our legal knowledge and resources:

Access to our legal experts - as a Countrywide Member, you have exclusive access to our in house legal experts and our Estate Planning Helpline who are on hand to discuss your cases, however complex.

Discounted cutting edge training - our training courses are all Industry relevant and are designed to help your legal business progress at a pace that suits you.

Topical Webinars and Presentations - as a Countrywide Member, you will benefit from full access to all of our recorded webinars and slides.

Exclusive Advisor Website - our Advisor Website is a unique online training and support tool and has been specifically designed for Will and Estate Planning Advisors.

Find out more about Membership