Your Essential Package

The Essential Package is paramount to your Estate Planning Business, providing you with all you need to complete the sale as well as personalised Order Summaries and personalised Signing Notes which are generated automatically with your documents, all at the click of a button.

Do you have clients that reside all over the UK? No problem. Our Software Packages ensure that you can support your client's needs whether they live in England & Wales, Scotland or Northern Ireland. The documents will be produced automatically, based on the nationality of the client with nothing else for you to do!

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What's included?

All for just £42 + VAT per month!

• 1 X Desktop User Licence
• 2 X Desktop Software
• Internet Based Software
• Basic Will - England & Wales
• Basic Will - Scotland
• Basic Will - Northern Ireland
• Deed of Severance
Monetary Legacies within a Discretionary Trust

• Business Clause
• Agricultural Clause
• Foreign Property including Brussels IV
• Gift of Property
• Discretionary Agricultural Trust
• Discretionary Disabled Trust
• Child Trust
• Nil Rate Band & Residence Nil Rate Band Discretionary Trust within the Will

• Life Interest in Property Trust (Right to Reside/Life Interest/Protective Property)
• Nil Rate Band Discretionary Trust
• Discretionary Business Trust
• Anticipation of Marriage
• Right to Occupy

What can it do for you and your business?

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Save on time!

Our software does not allow you to send incomplete orders electronically so there is no need to spend time chasing information after submission.

Save on errors!

Receive all the information at outset, thus minimising errors which you would need to rectify later, incurring additional costs. 

Draft documents at the click of a button!

Countrywide Legacy asks the questions necessary for the chosen estate planning then makes recommendations. Take instruction and rely on our estate planning expertise, it is so easy.

All this in one Package...

With your Essential Package you can take instructions for ALL of our products and services and then either:

Mix & Match!

  • Generate those documents included in the Essential package yourself and send others electronically to a third party, or Countrywide to generate for you.
  • Take client instructions and send some, or all to Countrywide or a third party to generate for you.
  • Whilst the essential package has everything you need to take client instructions you might want to consider simply bolting on any of our range of  Plus Packages allowing you to generate even more legal documents yourself, at the touch of a button!

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