Risk Management

You have worked hard to make your company a success, so it makes sense to protect it...

At Countrywide Legacy we understand just how important it is to know that your choice of Will writing Software is both compliant and risk free. Not only is our Software built in line with the STEP Will Writing Code of Practice, Countrywide Legacy also risk-manages and audits the process at every stage, ensuring that you and your clients are fully protected.

In House Experts

Our Software has been built using the expertise of our in house TEPS and legal experts who regularly take client Instructions, meaning we understand the Instruction taking process at Grass Roots level.

Built in protection

Most of us are only too aware of what can happen when things go wrong and just how devastating an upheld claim could be.

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With this firmly in mind, the Software automatically produces a Client Disclaimer which is client specific and details where “best advice” has not been followed by the client and which requires their electronic signature to confirm their understanding. Thus indemnifying you against potential claims against you and your business!

Unlike most other Will Writing Software, Countrywide Legacy is intelligent.  The Software analyses your client’s information and accurately steers you towards the correct solution, ensuring that you get it right first time and every time!

Our Software is also sophistically encrypted in the UK providing you with complete protection and control of your data.

Professional Indemnity Insurance Cover

The need for Professional Indemnity Insurance has never been greater. Without the right insurance, you are putting your business and personal assets at risk! Our PI Insurance package will provide you with a safety net specifically designed to cover the costs of defending your business against any future claims.

Your Policy will be issued in your own or your company name under Countrywide’s Master Policy through our recommended insurer

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Further Information

  • Download and complete the proposal form below
  • Email your completed form to newentrants@countrywidegroup.co.uk

With Countrywide Legacy, we've got you covered