• December 9, 2023
 The only time you’ll need paper…

The only time you’ll need paper…

Running a business means you are always looking for ways to cut costs, save time and increase client satisfaction. Countrywide Legacy’s paperless system allows you to do exactly that!

Going paperless not only saves your business precious time and money, but it is also a huge step in improving your customer service.

With Countrywide Legacy, it’s simple. You do not need to produce a single piece of paper throughout the whole instruction taking process! Our software even allows you to create electronic Client Notes, Order Notes and To-Do Task Lists, and our latest new digital illustration tool means you and your business can go completely paperless!

Countrywide Legacy will save you hours of administration time and a faster document turnaround for your clients, so more client satisfaction!

Don’t just take our word for it!

Our current users believe that Countrywide Legacy is “the best software” in the legal sector which has allowed the running of their companies to “become so much smoother” and “helped generate new fees”.

“Since using the Legacy software the process for our company has become so much smoother. We can now input and produce an order summary within 10 minutes and are looking forward to the upcoming updates on the software so we can improve our service even more.”

The Right Will

“Countrywide Legacy has helped my business to utilise the fool proof system of information gathering. I wouldn’t have a business without it.”

– Lovelace Trust Solutions Ltd

“Countrywide Legacy has helped my business generate new fees, huge uplift in client perception of advice service, multiple referrals and client retention. Favourite feature of Countrywide Legacy is the pre-population of fields.”

– CRN Financial Group

“Countrywide’s Legacy Software is the best ever and it keeps getting better and better with continual improvements and an impressive development program. But Legacy is not just a piece of Software because you have all of the Countrywide legal expertise and marketing help at your disposal: I really feel part of a team and I recommend them to everyone who wants to offer a professional Will & LPA service to their clients.”

– Interface Trusts

Our users are also pleased with our latest addition, the Will Clarity Package, where you are able to generate a Will Clarity and Execution statement, all at the touch of a button.

“I provide ALL my clients with Countrywide Legacy’s Will Clarity Statement and Execution Statement. It’s the very best I can do to make sure their estate planning is as robust as possible. My clients have told me how pleased they are that I am able to provide them with this additional level of protection and feel much more satisfied that their wishes can be clearly understood and documented even after they are gone.”

– Bowman Estate Planning Ltd

“Fantastic addition to the Countrywide Legacy Software, I’m providing my clients with a Will Clarity Statement each time I do a new instruction. Better safe than sorry!”

– Strategic Wills.

Still not convinced? Contact us for more information:

Try it out for yourself with our FREE 30 day trial!

Telephone: 01926 514 392

Email: newentrants@countrywidegroup.co.uk

Website: www.countrywidelegacy.co.uk

This article was submitted to be published by Countrywide Legacy 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


  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