• December 9, 2023
 Countrywide Legacy’s big reveal – new features for you!

Countrywide Legacy’s big reveal – new features for you!

For all of our Essential Package users, we can finally announce the new features which will be included in your Countrywide Legacy Software for a limited time at no extra cost.

Introducing our new Paperless Package:

Electronic Terms of Business, Rights to Cancel and Receipt

No more paper! Terms of Business, Receipt and Rights of Cancellation can now be produced and personalised with the Software. It automatically enters your Company and your clients information, including your charges on your client’s receipt. As everything is done electronically, this completely removes the need to do any paperwork and potentially means you only have to see your client once!

Click here to view our video

our star of the show

Personalised Client Disclaimer

The new Client Disclaimer is completely personal to your clients. It provides you with protection and is built dependent on what the client has chosen to do.

The Client Disclaimer indemnifies you should your clients act against your best advice.

When your client decides to for example, not order the correct products according to your recommendations or even deciding to appoint just one Executor, the warnings from the Software are placed into the Client Disclaimer for your clients to acknowledge and sign.


This will serve to mitigate risk and protect yourself from any potential claims arising from either a client’s action or lack of action for a given warning, helping to ensure that you are not liable for any misjudgements later on.

And we’re not stopping there…

The Client Disclaimer can now be signed electronically by your clients. There will be no need to print any documents as everything can be completed electronically. If for any reason your clients forget to sign, we have implemented a system where Countrywide Legacy will automatically email reminders to your clients.

Click here to view our video

Electronic Notes and To-Do notes

No longer will you need to take notes on paper at a client meeting. You can seamlessly enter notes into the software, ensuring nothing is lost and all the information is secure. These notes can be stored on the client’s profile for future reference, and can even be added to the Client Disclaimer. You can also create to-do task lists for your own personal reference, which can be marked off once completed.

Click here to view our video

Bonus Feature: Document Preview

Preview legal documents in real time whilst taking client instructions or before printing.

Click here to view our video

…and this will all be included in the Essential Package,
for existing Essential Package users until 2019

The Paperless Package will automatically come onto your machine 30/07/2018.
Please contact us if you have an issues.

Countrywide Legacy, the gift that keeps on giving

This article was published by the submitter (as named above) as part of their advertising agreement with Today’s Wills & Probate.

The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.

CTT Group


  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