State of the Art Lasting Power of Attorney Software

As a professional Will writer, we understand that choosing the right legal Software for your business will be of utmost importance to you, requiring a document system which is both user friendly and flexible to the needs of your clients. Our experts at Countrywide Legacy have worked tirelessly to ensure that we not only meet these requirements, but exceed all expectation.

Who is Countrywide Legacy?

Countrywide Legacy provides intelligent, bespoke Legal Document Drafting Software Packages to over 6,500 registered users throughout the UK.

Countrywide Legacy benefits from being part of the Countrywide Group of companies, whose combined expertise in the field of estate planning solutions is second to none. The Software has been written and developed by our own fully qualified Trust and Estate Practitioners (T.E.P) from it's sister company, Countrywide Tax & Trust Corporation Ltd, ensuring that our Software users can have absolute confidence in the validity of the documents they generate for their clients.

Why choose our Software?

Our Software enables even the most inexperienced Software user to take instructions quickly and easily without the need for training. It has been specifically designed to use with your clients anywhere, without the need for an internet connection.

The Software is intelligent. The interface changes as you work your way through it, adding and removing questions and pages where necessary and steering you down the right path, ensuring that when you reach the end of the instruction and press the button to generate, you can rest assured that your documents are both correct and legally valid.

The Software is also designed to recall the full client details as soon as you enter them. So, where a person's name needs to be entered in more than one part of the Software, you only need to type the first letter of their name, click on the correct name in the list provided and their full details will be inserted into the field you are currently trying to populate, saving you valuable time keying in client's information and ensuring fewer mistakes are made.

Not only are you able to produce correct documents for your clients, but you will be producing them on a piece of software which is the best on the market when it comes to LPA's, and you can even produce these offline and for both clients simultaneously.

All you need to know about our NEW LPA Software package

• USER FRIENDLY SOFTWARE - Designed to be simple to use, even for the complete novice.

• INTELLIGENT SOFTWARE - Through the use of 'validation', the Software will guide you through drafting an LPA in a seamless manner, creating the Power based on the answers you provide. You don't have to be an expert on LPAs!

• NO SOFTWARE TRAINING REQUIRED - Our Help desk is available to help with any questions you might have. Helping you to get it right first time.

• USE AT THE POINT OF SALE - The Software has been designed to be used at the point of sale with your client, with or without online access. No more taking instructions on paper and having to input the same information later, which means fewer mistakes and less time wasted.

• CENTRAL SOFTWARE - You can either generate your own LPA's, or for those with a network of Advisors in the field, send them into your own central processing department. (Please contact our systems department on the details below for further information and a quote on this setup).

• SIMPLE REGISTRATION PROCESS - The OPG Registration form is populated from the information input into the Software and allows you to print this off at the same time as the LPA document. No return visits, or postage to pay, saving you time and money!

• FAIL PROOF SIGNING - No more 'sticky notes' to show the client WHERE they need to sign. The Software includes a Signing Instruction Notice in front of every page which requires signing by the client, which is easy to understand. This ensures that, the LPA document is always signed correctly and there is no risk of the power being rejected by the OPG and so, further costs avoided.

• NOMINATED PERSONS - When generating the LPA, all nominated person letters will automatically be generated along with all other paperwork.

• REMISSION FEES - The software will work out if the client qualifies for the remittance fee or the exempt fee when registering the LPAs.

• PROFESSIONAL INDEMNITY INSURANCE - Available as part of the package offering protection for you and your clients. (Please contact us direct for a quote)

• NO 'LOCK IN' - To setup the LPA generating software there will be a small one off admin fee and then you pay monthly by Direct Debit. Then it's simple, if you don't 'use it', just cancel the monthly fee and 'Lose It'.

• VALUE FOR MONEY - The low monthly charge for this new Software is fixed no matter HOW MANY LPAs you draft! So no need for a calculator to work out your profits!

Countrywide Legacy - Your Key to Success

Our aim at Countrywide Legacy is to ensure your success. We firmly believe that our 'state of the art' Software will not only save you time and money, but will give you access to legal products and services that you may not have been able to recommend before, so boosting both your income and adding value for your clients. All at the TOUCH OF A BUTTON!

To learn more visit our website or call us on 01926 514 392 

Email: systems@countrywidegroup.co.uk

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