Human friendly automation for Estate Planners – the future?

Today, Legacy Legal Ltd is one of the most inclusive and adaptable web-based planning businesses in the country, who provide comprehensive estate planning solutions for financial service professionals in the UK and Northern Ireland.

Legacy Legal has its roots in the financial services and, when in 2007, the property market crashed, there appeared to be a services gap for the public where estate planners, probate professionals and financial advisors could offer a fully wrap-around service to their clients which offered reassurance in an age of uncertainty.

An idea born

It was attendance at a Will Writing Seminar in 2009 where Matthew Mitchell, Legacy Legal’s founder, realised that there was a clear and present opportunity to use Will Writing as a gateway to build a business based around referrals.

Through the use of client information, bespoke estate planning reports could be created to then take client instructions in a clear transparent and efficient way.

As a result, a perfect collaboration between estate and financial planning in conjunction with will writing services proved itself to be both financially beneficial for practitioner and client alike.

From these uncertain times, people’s need to for reassurance grew and the sale of life assurance increased exponentially. The financial market recognised this, but how were IFA’s, Planners and Private Client professionals going to be able to offer a fully comprehensive service? Legacy Legal’s offering ensures that financial advisors are able to provide a wrap-around service for those clients who wish to use only one individual for their life planning.  A decade on, Legacy Legal Ltd work with 200 businesses, helping them increase their portfolio of clients throughout England and Wales, Scotland and Northern Ireland.

The Legacy Legal USP?

Legacy Legal’s bespoke software allows financial advisors to manage their clients from the very first meeting to fruition.

No more working between different tabs or software systems, Legacy Legal offers one highly personalised, professional and slick streamlined software solution.

How does it work?

Following an eight-step process, which is transparent for all parties, the software ensures clients to receive a consistent, high class service from their consultant.

The introduction of a client portal allows consultant members of Legacy Legal to provide their clients with the convenience of completing their own profile information in preparation for a bespoke estate planning report, mitigating error, misunderstanding and allowing advisors to fully manage client expectation.

The portal also allows clients to view stored documents and have access to their consultants specialist.

In conjunction with this, Legacy Legal Ltd launched a brand-new Estate Planning Client Management System – allowing consultant members to track and grow their business.

In an ever-changing market, it is Legacy Legal’s ethos that professionals, such as Wills and Probate Practitioners, accountants and IFAs that they work with deserve innovation, support and leading technology to help businesses grow – this innovative support then translates to a happy client who is shown how they can profit effectively from their estate and have it protected for their loved ones.

A 21st century goal

Legacy Legal Ltd aims to provide all member consultants with the tools to help them improve their marketing strategy, giving them a competitive advantage.

Legacy Legal thrives on its members’ successes, adopting the systems and support that Legacy Legal can provide can help bring new business in and consultant members can have pride in the offering they can give to their clients. Clear, honest, open and consultative advice, putting the client first.

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