As professional Will Writers, we are positive that you ensure your clients both understand the importance of and the reasons for having Lasting Powers of Attorneys (LPA) in place. Committed as we are to the benefits of LPAs for our clients, even with the new Online system the Office of Public Guardianship has put into place, the process involved with taking LPA instructions, drafting them and then overseeing the signing of these powerful documents, is still very laborious and can prove costly if mistakes are made.
Wouldn’t it be great if someone created a Legal Document system which includes a software package specifically designed for taking LPA instructions and which is intelligent enough to allow even a complete novice to be able to take these instructions accurately, first time?
Countrywide Legacy has done exactly that. Our Software enables even the most inexperienced Software user to take instructions quickly and easily without the need for training. It has been specifically designed to use with your clients anywhere, without the need for an internet connection.
It’s the full package.
The Software is intelligent. The interface of the Software changes as you work your way through it, adding and removing questions and pages where necessary and steering you down the right path, ensuring that when you reach the end of the instruction and press the button to generate you can rest assured that your documents are both correct and legally valid.
The Software is also designed to recall the full client details as soon as you enter them. So, where a person’s name needs to be entered in more than one part of the Software you only need to type the first letter of their name, click on the correct name in the list provided and their full details will be inserted into the field you are currently trying to populate, saving you valuable time keying in client’s information and ensuring fewer mistakes are made.
Remember all those sticky labels showing who, where and when they had to sign?…………….. GONE!
Key Features
- USER FRIENDLY SOFTWARE – Designed to be simple to use, even for the complete novice.
- INTELLIGENT SOFTWARE – Through the use of ‘validation’, the Software will guide you through drafting an LPA in a seamless manner creating the Power based on the answers you provide. YOU don’t have to be an expert on LPAs!
- NO SOFTWARE TRAINING REQUIRED – Our Help desk is available to help with any questions you might have. Ensuring that you get it right first time.
- USE AT THE POINT OF SALE – The Software has been designed to be used at the point of sale with your client, with or without access to Wi-Fi. No more taking instructions on paper and having to input the same information later, which means fewer mistakes and less time wasted.
- SIMPLE REGISTRATION PROCESS – 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. No return visits, or postage to pay, saving you time and money!
- FAIL PROOF SIGNING – No more ‘Sticky Notes’ to show the client WHERE they need to sign. The Software includes a Signing Instruction Notice in front of every page which requires signing by the client, which is simple to understand. This ensures that, the LPA Document is always signed correctly and there is no risk of the power being rejected by the OPG and so, further costs avoided.
- PROFESSIONAL INDEMNITY INSURANCE – available as part of the package. Protection for you and your clients.
- VALUE FOR MONEY – The LPA Software is a FIXED monthly rate, no matter HOW MANY LPAs you draft! No need for a calculator to work out your profits!
- NO “LOCK IN” – The first 2 months payment will be taken upfront and then monthly by Direct Debit commencing on month three. Then it’s simple, if you don’t “use it”, just cancel the monthly fee and “lose It”.
At Countrywide Legacy we understand that choosing the right Legal Software for your business will be of the utmost importance to you, which is why our experts at Countrywide Legacy have worked tirelessly to ensure that we not only meet these requirements but exceed all expectation, creating a document system which is both user friendly and flexible to the needs of your clients.
Who is Countrywide Legacy?
Countrywide Legacy provides intelligent, bespoke Legal Document Drafting Software Packages to over 6,500 registered users throughout the UK.
Countrywide Legacy benefits from being part of the Countrywide Group of Companies, whose combined expertise in the field of Estate Planning solutions is second to none. The Software has been written and developed by our own fully qualified Trust and Estate Practitioners (T.E.P) from it’s sister company Countrywide Tax & Trust Corporation Ltd, ensuring that our Software users can have absolute confidence in the validity of the documents they generate for their clients.
Countrywide Legacy – Your Key to Success
Our aim at Countrywide Legacy is to ensure your success. We firmly believe that our ‘state of the Art’ Software will not only save you time and money, but will give you access to legal products and services that you may not have been able to recommend before, so boosting both your income and adding value for your clients. All at the TOUCH OF A BUTTON!
With packages starting from as little as £42.00 plus Vat per month and the ability to choose from our range of packages or build your own individual bundle, tailored to suit your business we are definitely worth a look.
To learn more about how we can help your business click here to view our website or call us on 01926 514392.
