Legacy
Countrywide Legacy Will and LPA writing software is the best ever
I started preparing Wills for my clients with Just Wills in 1991 and I moved to Legal Systems in 1993. For a few years I had a number of Will consultants who submitted Will instructions to me for their clients. When Legal Systems changed their business structure, I tried a number of different systems and then moved to DPL which I think was recommended by The Society of Will Writers. Later on, I spent a couple of years with Solidus before moving to Countrywide in 2013 and since then I have never looked back.
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.
Alan Moran – Interface Trusts www.interface-trusts.com
No hesitation in recommending Countrywide Legacy and the Countrywide Group
I attended the basic 1 day course on the 3rd February 2016. I have previously used the Legacy system for several years prior to Countrywide Group purchasing the company. Following 5 years out of the Industry I am looking to come back and found the decision to look at doing that through Countrywide Group very easy. Countrywide have kept in contact via email for some time and I have found all correspondence very professional.
The day was hosted by Clive Ponder and I can honestly say I found him very informative. The day filled me with inspiration to start my business again and I felt secure that the experience and services available through the group will help me achieve my goals.We were looked after throughout the day with refreshments. based on my experiences to date I would have no hesitation in recommending Countrywide Legacy and the Countrywide Group. Thank you Clive for a very interesting day!
Colin Hall, Sure Will Limited
RE: Course on the software
“When you first made the invitation to me to attend your course in Kenilworth, I was reluctant for a 500 mile round day trip! How wrong I was, and what a mistake it would have been to “not bother” as it certainly abled me, firstly to put a face to the popular names I hear on your Webinar and Software.
You all made us feel very welcome from the outset; I know I have met Clive on a few occasions now he is a regular speaker at our First Complete meetings. (He reminds me so much of my Father in law who was borne and bread not far from you in Dunchurch).
The day started with the summary from Clive as he always does, he explained the top table and all the other departments we will need in the future! Yes! I think your new software is so user friendly, with prompts when we forget to add a section, big graphic words that are easy to read and sections to complete!
I must mention your dep’t teams, they are so helpful and don’t patronise us when we ask a common question, your Financial Sheet answers are always fully explained and clear, please tell them they are all doing a great job! All in all, I can see myself and my business valuing greatly by your help and support!”
Richard Simpson
RE: Legacy
“Really like the new software Clive, much slicker and easier to use and the signing instructions are very client friendly. It’s saving us a lot of time at inputting stage and it will certainly reduce the number of LPAs that come back to us signed incorrectly. Great job team!”
The Right Will
RE: Legacy
“I just wanted to write to let you know how fantastic the new LPA Software Package is. I have just bought this package last and have already submitted 4 LPAs which has more than paid for the upfront fee and the next 12 months.
The site is as simple to use as the original site and the input screens are easy to follow and navigate, the only difference being that I now have the option to print off the documents myself and save the Countrywide administration costs and STEP fee.
I think this is such a good idea and this new approach will improve my profit margins considerably, so much so I now intend to buy the Simple Will Software too, so that I can increase my profit margins even further.
Thanks again for implementing this service, it really shows that Countrywide are thinking about their Advisers and how to help them improve their service and at the same time increase their profits.”
Carol Wood
