• 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. 

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.

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 

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 

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.

• 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

• Electronic client notes and to-do task lists
  o   Seamlessly enter notes and to-do tasks into the Software
  o   Ensures nothing is lost and information is secure
  o   Even add these notes in the Client Disclaimer

• Document Preview