CTT Legacy Software: future proof estate planning software
Brought to you by CTT Group – well-known innovators in the Estate Planning sector – CTT Legacy Software is built by advisers for advisers.
CTT Legacy estate-planning software is a comprehensive professional estate planning system that provides everything you need to effectively manage your business. Alongside all the will-writing capabilities you’d expect, Legacy revolutionises workflow processes with a fully digital, paperless, secure, and risk-free platform.
Legacy enables you to:
Spend more time seeing clients and less time on admin, completing time-consuming tasks like invoicing and payments, automated document population and reporting, so you can focus on growing your business.
Manage risk effectively with up-to-date intuitive document drafting and an audit trail that supports best practice and demonstrates compliance across all client interactions.
Make client journeys smoother and easier with swift and secure ID checking, client messaging, and document storage. Client case tracking ensures both client and adviser are kept up to date with progress on orders.
Receive specialist estate planning support 24/7 from experienced estate planning experts to advise on cases and lighten your workload when you need it most.
Legacy Portal
CTT’s client-facing app, Legacy Portal, lets your clients complete their own fact-find and receive personalised educational videos explaining the roles and processes involved in estate planning. Legacy Portal also lets you create Recommendation Reports of the products most suited to your client’s needs and share them with the client via the portal.
Watch the Legacy Portal video here.
Adviser Training Portal
The Adviser Training Portal gives CTT members direct access to CTT’s online training provisions. It allows you to book courses, attend online sessions, and track your learning progress all in one convenient place. Use it to download course materials, take practice tests to consolidate learning and receive feedback on your course results.
Register with the CTT Training Portal here.
Contact Tel: 01926 514 390
Email: Contact form
Address: CTT Group, Gables House 62 Kenilworth road Leamington Spa CV32 6JX
