• December 5, 2023
 Everyone Prefers To Have A Choice!!

Everyone Prefers To Have A Choice!!

With Countrywide Legacy’s legal document drafting software there isn’t a set menu, the choice is all yours!

Many users like to work in different ways and offer different levels of service top their clients, Countrywide Legacy allows you to do just that. The choice is yours.

It’s all about choice.

Even choosing to stay or go is your decision. Here at Countrywide Legacy we are so confident that once you have used our software you’ll never want to use anything else, so much so that we don’t try to prevent you leaving with dirty tricks!

Using Countrywide Legacy is as easy as 1,2,3.

The Essential Package provides you with everything you need and more. You can take instructions for all of our products and services and draft unlimited documents, all for one low, fixed, monthly fee!

You can also input instructions for all documents and send the information electronically to a third party, such as a Central Processing team, Conveyancer or Countrywide to generate for you.

What’s Included?

Brand New Features!

  • Create electronic client notes, order notes, to-do task lists and even draw illustrations within the Software.
  • Preview your legal documents in real time whilst taking instructions.
  • Includes Discretionary Trust that qualifies for the NRB & RNRB.

Once you have purchased your Essential Package you can choose to bolt on any of our Plus Packages to generate an even bigger range of legal documents yourself.

Click here to view our Plus Packages

Why not opt for our professional bundles?

We have introduced new Professional Bundles for those of you who want to offer your clients a full estate planning service, whilst generating your own legal documents.

We realise that making your business paperless is important in this day and age, so we have ensured that you will have access to all of our latest paperless features, such as the Paperless Package, creating electronic notes within the software, to-do notes, digital illustrations, and the new CRM system to manage your appointments and prospects, at no additional cost.

You will also have access to our latest releases, including the NEW Will Clarity Package, the NEW CRM system, the NEW Multiple Trusts Package and much more…

  • ACCESS TO OUR LEGAL EXPERTS – as a Countrywide Member, you have exclusive access to our in house legal experts and our Estate Planning Helpline who are on hand to discuss your cases, however complex.
  • DISCOUNTED CUTTING EDGE TRAINING – our training courses are all Industry relevant and are designed to help your legal business progress at a pace that suits you.
  • TOPICAL WEBINARS AND PRESENTATIONS – as a Countrywide Member, you will benefit from full access to all of our recorded webinars and slides.
  • EXCLUSIVE ADVISOR WEBSITE – our Advisor Website is a unique online training and support tool and has been specifically designed for Will and Estate Planning Advisors.

All of the benefits without any of the risk!

Risk Management

Our Software is compliant and risk free. Built in line with the STEP Will Writing Code of Practice, we also risk-manage and audit the process at every stage, ensuring that you and your clients are fully protected. Multiple layers of security controls protect access to data, including physical and network security, firewalls and intrusion protection systems (based in the UK).

Professional Indemnity Insurance

Without the right insurance, you are putting your business and personal assets at risk! Our PI Insurance package will provide you with a safety net specifically designed to cover the costs of defending your business against any future claims.

With Countrywide Legacy, we’ve got you covered.

So, why not have EXACTLY what YOU want?

For your FREE Trial contact us today – 01926 514 392 or email: newentrants@countrywidegroup.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