Legacy’s new and improved packages make accessing software even easier

CTT’s Legacy software is a cloud-based platform that provides users with everything they need to manage their estate planning business. It was first developed in response to the needs of our advisors, and at CTT, we’re committed to continually updating its capabilities and accessibility to meet user demand.

From secure document storage, order tracking, electronic processes related to document signing and Direct Debits, to private client portals and notifications, CTT Legacy offers a paperless solution to overseeing all aspects of your estate planning business.

To date, Legacy has over 100 legal products and services for advisors to access, with new documents being added regularly. Its up-to-date information on legislation and new 24-hr chatbot facility provide reassurance and professional support when our advisors need it most, and we are consistently looking for ways to improve the overall user experience in response to advisor feedback.

A new way to access CTT Legacy software
Now, we’ve made accessing CTT Legacy even easier with a new, simpler package solution that moves away from multiple service options and confusing bolt-ons. Our new Professional Field Advisor Bundle and Professional Processing Bundle condense all CTT Legacy’s services into a choice of two straightforward subscriptions that offer everything an estate planner needs to manage their business securely online.

Professional Field Adviser Bundle (currently charged at £55+VAT per month per user)

This is a non-drafting, input-only licence that allows you to take client instruction for products and services and input them directly into the CTT Legacy. This creates an order to draft the documents. The order can then be submitted to the Professional Processing Bundle (see below), licenced to your group, or sent directly to CTT for drafting, where a processing fee applies per product.

Professional Processing Bundle (currently charged at £100+VAT per month per user)

The Professional Bundle is designed for those who want to offer a comprehensive estate planning service to their clients. It ensures you will have everything you need to create a vast range of estate planning documents such as Wills, Trusts within the Will, Will Clarity Statements and Powers of Attorney. With an abundance of features integrated into the software, including Point of Sale documents, CRM, the client portal, and notification system, digital estate planning is made seamless, secure and easy to navigate with this all-inclusive bundle.

Extras
In addition to the two bundles, extra services are available to purchase separately as needed. Some extras, such as additional legal documents including Conveyancing documents and Cross Option Agreements need to be quoted on application. Others are available to purchase alongside the Professional Processing Bundle subscription using credits. These services are:

Life Assurance package
Our Life Assurance package allows you to produce a full Life Assurance Trust yourself for your clients as well as allowing you to assign the benefits of your client’s existing Life Assurance policies to an existing Trust. Life Assurance Package includes:

• Life Assurance Trust (Including Split Trust*)
• Deed of Assignment

Pension Package
Our Pension Package allows clients to nominate their pension death benefits to Trust in the event of Death in Service. This will ensure they avoid the pitfalls of no nomination, such as benefits failing to reach the intended beneficiary. The Pension Package includes:

• Pension Trust
• Nomination of Death Benefits (Including Flexi Access Beneficiaries)

Credits
Each document within the above package’s costs one credit. A minimum of four credits is available to purchase at one time via the CTT extranet payment portal or over the phone. Credits are currently priced as below:

0-20 credits = £22.50 + VAT per credit

21 – 50 credits = £20 + VAT per credit

51+ credits = £15 + VAT per credit

CTT Legacy’s developers are currently working on a new section in the software where users will be able to pay for credits, see which products and documents use credits, and keep track of their own credit use.

Existing CTT Legacy customers

The switchover to the new subscription bundle has already taken place for CTT field agents, and other CTT Legacy users can expect a notification within the software and via email to confirm they’re moved to the new model soon. You do not need to take any action yourself, and your access to Legacy will remain unaffected by the change.

New CTT Legacy customers

Haven’t tried CTT Legacy yet? Now is the perfect time to access one of our new subscription bundles and see what CTT Legacy can do for your estate planning business.

This article was submitted to be published by CTT Group 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.