• March 28, 2024
 Where Do You And Your Will Writing Business Sit?

Where Do You And Your Will Writing Business Sit?

Every business faces risks that could present threats to its success.

Risk is defined as the probability of an event and its consequences. Risk management is the practice of using processes, methods and tools for managing these risks.

Here at Countrywide Legacy our aim is to:

  • help you safeguard your business
  • give your clients maximum protection
  • ensure your client’s wishes are actioned
  • win more business by increasing client satisfaction.

We all understand the particular importance of taking full instructions which take account of each client’s needs, wishes and circumstances and ensuring that what we recommend and ultimately produce is the best possible solution to achieve the above aims.

With many legal firms requiring their legal staff to undertake the document drafting process there may be gaps in their knowledge levels no matter how well staff have been trained and mistakes can happen.

Protect your brand and reputation by using our inbuilt processes to recognise and reduce risks that may lead to negligence claims.

Countrywide Legacy’s Software acts as a “back stop” to prevent such errors occurring, with mandatory questions requiring to be answered before the user can progress with the instruction, seamlessly steering you and your staff through the entire process and risk managing and auditing each document from the instruction taking stage, right through to execution.

The Software is both intelligent and intuitive with systems and controls in place to ensure that your firm achieves the best outcome, with prompts and warnings highlighting where documents can be improved upon to further benefit the client and addressing issues such as tax events,  thus ensuring that nothing is missed and eliminating the possibility of human error. In fact, the more complex the client’s requirements, the more need for our Software.

Protection you can see

At Countrywide Legacy we are constantly developing our software and adding new features  to ensure that the entire process of instruction taking, legal document drafting and execution is as secure as possible.

Whilst we are totally committed to providing your business and clients with a legal document drafting software that offers the maximum protection available, we are equally committed to creating a user friendly and efficient system which improves efficiency.

This month’s Supermen Webinar shows you how our Legal Document Drafting Software will achieve all of this and much more.

During the Webinar we will be launching a brand new and revolutionary product.

It’s a product that…………………..“every client will want

and

every Will writing business will want every client to have”.

Consider for a moment what a legal document drafting software which involves, no paper, no scanning, no filing, saves time and money, is flexible enough to suit every size and type of business, has 78 products and counting, is intuitive and offers maximum protection against future claims for your business and your clients, can do for YOUR Will writing business.

Register now for our FREE webinar

Running on January 18th and January 21st

Friday 18th January

Monday 21st January

 

This article was submitted to be published by The Countrywide Tax & Trust Corporation Ltd 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.

 

CTT Group

http://www.countrywidegroup.co.uk/

  CTT Group is an established Legal Services firm providing multi-disciplinary support for the UK’s Professional Adviser community. Their expertise spans multiple areas of Law, Estate Planning, Finance and Tax matters. CTT Group is recognised as a leading figure in the industry due to their wealth of experience and technical knowledge in the legal and financial sectors. CTT Group is made up of six areas: CTT Professional Services: A specialised knowledge hub designed for the Professional Adviser community and CTT Group members. The Professional Services team will provide you with a bespoke training and support package to suit any business. This includes the New entrants team, Training, Estate Planning Team, Professional Indemnity Insurance Service & the Resource Hub. CTT Tax and Trust: a premium support system for the Professional Adviser community, providing professional executor and Trustee services. They specialise in Estate Planning, Tax and Trust matters and have a wealth of knowledge and experience in delivering the right solutions for your clients. CTT Legacy Software: Ground-breaking legal software that will change how you work. Legacy was explicitly designed with you and your business in mind, so it will seamlessly align with your needs. It can also be tailored to suit your business needs, giving you complete control over your client journey. CTT Legal: Providing innovative and modern solutions to even the most complex legal problems. CTT Legal offer comprehensive Legal advice alongside CTT Law; an SRA-regulated law firm and strategic partner of CTT Group. This includes Residential and Commercial Conveyancing, Litigation, Document production, Client care, Professional Executor & Professional Executor. CTT Accountancy: A newly established Accountancy firm that will work in partnership with you and your business. CTT Accountancy is a practice of highly skilled and experienced accountants with expertise in trust matters, uniquely positioned to offer your clients a range of accounting services, whatever their needs. CTT Private Client: Offering individual professional advice to high-net-worth individuals with various financial situations. Their specialist team have a wealth of knowledge and will work with you to understand your requirements and provide bespoke advice. Click here for more information: https://ctt-group.co.uk/ Contact: CTT Group Tel: 01926 514 390 Email: enquiries@ctt-group.co.uk Address: CTT Group, Gables House 62 Kenilworth road Leamington Spa CV32 6JX