Do you want to reduce your Will processing costs?
If the answer is YES…
then it’s time to take a leap into the future
with Countrywide Legacy
Want to avoid advisors wasting countless hours re-entering information and chasing missing details? Well now you can, our state of the art Will writing Software allows advisors to take client’s instructions directly in to the system on a tablet or PC.
Alternatively, advisors can still take client’s instructions on paper and input to the Software at a later time. All of which means a huge saving on your processing costs.
Still sending out draft documents?
Countrywide Legacy has made this a thing of the past.
Your clients can check and confirm that all of their details and instructions are correct with our Personalised Order Summaries. The document only contains information such as names, addresses, dates of birth etc. meaning that advisors don’t become tied up with the client, discussing complex Will clauses.
Our Order Summaries are produced automatically at the touch of a button and can be emailed direct to your clients or sent by post.
How many corrections are you sending out a week?
Provide your clients with a better service by getting it right each and every time! Countrywide Legacy minimises errors, so there is no need to waste time and money on numerous drafts.
We have it covered.
Countrywide Legacy has everything required at the Point of Sale (POS). Terms of Business, the Receipt and Cancellation forms are available inside our Software and can all be branded to reflect your own company name, logo and costs. POS documents can also be completed electronically when with the client or simply emailed (or posted) to your clients at a later time.
At Countrywide Legacy we continue to improve on and develop our Software, ensuring that it is at the forefront of the Will writing industry. Our innovative and bespoke Software not only allows you to draft arguably the most extensive range of legal documents, everything from a simple Will to a Trust of Land, but also allows you to draft unlimited documents for one low fixed monthly cost.
Our Will writing Software is the full package and can be yours today for only £42 + VAT per month, with no lock ins.
Countrywide Legacy, we have it all wrapped up.
This article was submitted to be published by Countrywide Tax & Trust as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.