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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.

What can you draft?

What's included?

Unlimited Drafting
Electronic Notes
Range of Products
Personalised Order Summaries
Plus Packages available

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!

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!

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

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 your have purchased your Essential Package, you can choose to bolt on any of our Plus Packages to generate even more legal documents yourself.

Trust of Residue package

Flexible Interest in Possession Trusts.
Discretionary Trusts (of all or part of residue).
Provides Trustees with the full discretion as to who, how and when any Potential Beneficiaries of the Discretionary Trust are to benefit.

Powers of Attorney packages

Our packages provide you with all you need to create a Power of Attorney, personalised signing notes and more.

The OPG Registration Form is populated from the information input into the Software and allows you to print this off at the same time as the LPA document. We have three separate Plus Packages, dependent on the residence of your clients.

Client Personalised Document Commentary Package

Most legal documents are extremely complex and confusing for a client and often leads to a lot of time being wasted having to answer the same questions over again. Our document commentary does all the hard work for you. Our Commentary is personalised and:

Identifies all those people named by the client for various roles within their Will.
Provides a clear definition of all the clauses used within their Will, or Trusts settled by the Will, in client friendly language that is so easy to understand

Life Assurance, Pension & Investment Bond Trust package

No monthly cost! Buy “Trust Lives” as and when you need them

Life Assurance Trust (inc Split Trust) and Deed of Assignment.
Pension Trust and Nomination of Death Benefits (inc Flexi Access Beneficiaries).
Investment Probate Trust and Deed of Assignment of a Bond

Marketing package

Automatically generate personalised letters to your clients/other parties.

Marketing Letters personalised to you and your clients at the touch of a button.
Letters to Guardians, Executors, Trustees.
Letters to substitute/temporary Trustees.
Letters to Certificate Providers.
Letters to Attorneys.

Paperless Packages

Electronic Point of Sale Documents:
o   Branded Terms of Business
o   Rights to Cancel
o   Receipt personalised with your costs
Personalised Client Disclaimer
o   Provides you and your clients with protection
o   Specific to your client highlighting areas of risk
o   Ability to sign electronically

Additional Legal Documents

Some of our products and service are 'Price on Application', such as:

Conveyance Documents (FR1, DL, Declaration of Trust, RX1, TR1, Assent etc)
Trust of Land
Deed of Variation
Cross Option Agreements

This means there isn't a monthly fee to pay and you are able to pick and choose as and when you order these products.

View full drafting list

save time banner — **FLEXIBLE WAYS OF WORKING**

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

View our Plus Packages

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