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
Many thanks from the client’s family and myself, for the brilliant service
I received the documents on Saturday at 11.00 am (the following day from my asking for the urgent order) and arranged with the family for the signing at 3.00 pm that afternoon, in the hospital. The following day Sunday at about 6.00 pm the client died peacefully. Obviously without your excellent urgent work, the client would have died intestate. So many thanks from the client’s family and myself, for the brilliant service.
Ian Watson – Mackintosh Watson Estate Planning Ltd
Service second to none
We have worked with Countrywide over a year now and their service is second to none. They are always on hand and available by phone or email with friendly, efficient staff. The Will Maker Direct software is very simple and easy to use and countrywide offer training and guidelines on how to use this.
Natalie Boult – Bespoke Financial
Countrywide an invaluable source of information and insight
Throughout the past year in dealing with Countrywide I have found them to be an invaluable source of information and insight, able to answer the most complex questions and always available to help. Countrywide’s training seminars have also been extremely helpful, and they have further assisted us by presenting at seminars that we have put on for our own prospective clients. Both my husband and I at Bright Financial Services really appreciate their help and contribution to our business.
Mina Dew – Bright Financial Services
Great content delivered in an uncomplicated manner
Just had a 2 day foundation course. Great content delivered in an uncomplicated manner. Will Chiles was spot on with his attitude and time taken to answer numerous questions from the attendees. I would recommend this course to anyone, no matter how experienced you may be.
Paul Stevens, Guardian Planning www.guardianplanning.co.uk
Very impressed with the delivery and style of the presentation
Countrywide adviser Will Chiles came to our offices to deliver estate planning training to our newly recruited advisers. Our advisers were very impressed with the delivery and style of the presentation. It was very relaxed and informal and there was plenty of opportunity to raise questions. Our advisers left at the end of the day feeling very confident in being able to explain the estate planning products to their potential clients.
Thank you all
Adam and Tania Stretton, The Right Will and Estate Planning
