Running a business means you are always looking for ways to save time and money, whilst increasing client satisfaction. The Countrywide Legacy Software is continuously being developed in order to help professionals and their businesses do exactly that.
Countrywide Legacy is simply more than just legal document drafting software, it assists in running an entire estate planning business. So, in our next unmissable webinar, we will be revealing the latest innovations that are putting Countrywide Legacy at the forefront of the legal industry.
Agenda:
- Electronic point of sale documents
Terms of Business, Rights to Cancel & Receipt including e-signatures - Electronic Direct Debits
- Estate Planning Reports
- CRM System
- Larke v Nugus
- Document Execution System
- Multiple Trusts
- Investment assignment into Trust and investment withdrawal from Trust
Register your place NOW on our FREE webinar!
All Webinars commence at 10:00am and finish at 11:00am
This article was submitted to be published by 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.
