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.
- 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:
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.
- 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.