Our Professional Bundles
We have introduced Professional Bundles for those of you who want to offer your clients a full estate planning service, whilst generating your own legal documents.
We realise that making your business paperless is important in this day and age, so we have ensured that you will have access to all our latest paperless features, at no additional cost. You will also have access to our latest releases, including the NEW Will Clarity Package, the NEW CRM system, the NEW Multiple Trust Package, and more.
Professional Processing Bundle
£100 + VAT per month
These Packages are for professionals who are generating the legal documents. The Professional Processing Bundle includes ALL of the below Packages , at a reduced rate of only £100 + VAT per month (compared to purchasing each Package individually).
Please note: the Professional Bundle includes only one Power of Attorney Package.
- Essential Package
With the Essential Package you can draft many documents yourself, and can also take instructions for all of our products, everything from Conveyancing Documents to Trust Administration and more.
- 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
- Will Clarity Package
With £1.3 trillion set to pass down the generations over the course of a decade, it is no surprise that inheritance disputes are on the rise. This is why we have created a Will Clarity Package which automatically compiles statements which fully satisfies the WHY, WHEN and HOW when it comes to your client’s Will, their wishes and the surrounding circumstances. This both helps to protect your business by reducing the risk of a successful challenge whilst also ensuring you are providing your clients with the best possible service.
With our Package, you can automatically generate:
- 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
- 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.
- CRM System
Your Legal CRM
For some time now, many of our Software users have been asking if we would consider setting up a Customer Relationship Manager (CRM) system which will allow them to manage their prospects and appointments simply but effectively.
We listened to you and have developed 'Your Legal CRM' which allows you to manage your client appointments, all from one place which can be accessed on any device while you're on the go, meaning that you need never miss an appointment again, no matter where you are!
- Multiple Sibling Trusts
Leaving assets to a single Trust is a better solution than leaving assets absolutely, but is it the best solution when there are multiple beneficiaries? Multiple Trusts provides both your clients and their beneficiaries with even more flexibility and benefits:
- Complete autonomy
- Better management
- Cost effective
- Easy to understand
Professional field agent Bundle
£20 + VAT per month
The Professional Field Agent Bundle is for companies who have Field Advisors who only take instructions for products and services, and is available at a reduced rate of only £20 + VAT per month.
This Bundle allows you to take instructions for ALL products above and electronically send on to your central processing team.