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.

What can you draft?

What's included?

Unlimited Drafting
Signing Notes
Range of Products
Personalised Order Summaries
Electronic Point of Sale documents
Personalised Client Disclaimer

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

Get it right first time and every time with our personalised signing notes. Automatically produced along with your legal documents, ensuring a seamless signing process for you and your clients.

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.

The electronic Point of Sale (EPOS) - which is included in our Software - provides you with everything you need at the point of sale. Your terms of business, receipt and rights of cancellation can be branded to reflect your own company name, logo and costs.

Our EPOS document system means that the entire sales process can be paperless, including the Client Disclaimer, after introducing a brand new electronic signature option.

Quick and easy to use for your clients, our Electronic Signing system is completely safe and secure. Using this solution means that not only is all activity with your document kept trackable, but also ensures its content is tamper-proof.

Believe it or not, digital signing is more secure than the time-honoured tradition of signing paper!

Watch our video to guide you through the electronic Point of Sale with step-by-step instructions.

We have introduced a brand new feature called the Client Disclaimer, which provides you and your clients with protection.

The Client Disclaimer is both personalised and specific to the client's instruction. Its purpose is to ensure that "best advice / practice" is provided and when your recommendations are not followed by the client, the document details the risks associated with their choices, thus mitigating the risk of any future complaints or legal challenges.

The Disclaimer also features our brand new electronic signature option. Ensuring that all content is tamper-proof, this quick and easy option will save you precious time.

Watch our step-by-step video to guide you through the new Client Disclaimer.

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.

With the Essential Package you will also be able to produce personalised order summaries, signing notes, electronic terms of business, client disclaimer and more.

What's included?

View full list of products available

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

YOUR ESSENTIAL PACKAGE

What's included?

FLEXIBLE WAYS OF WORKING

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

Mix and Match!

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

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