Processing estate planning documentation with CTT

What if there was a way to carry out your job and eliminate the paperwork almost entirely?

Processing documentation is rarely anyone’s favourite part of their job, but admin is something we all have to deal with, no matter our job role.

Estate Planning is built on the documentation of clients. These documents outline clients’ wishes after they have passed and offer important legal protection for their assets and property.

Unfortunately, a lot of time is taken up filling in and processing documentation that could be better spent in other ways; developing new skills, improving client relationships, and generating new leads are all vitally important to estate planners.

Let CTT handle the administrative workload, giving you the time you need to enhance your client relationships and concentrate on providing a quality service.

Estate planning business support from CTT

Processing the writing of a will shouldn’t be a hassle. You need software that lets you input the data and then get on with your day, moving on to the next task or client without getting bogged down in reems of documentation.

With CTT’s support you can do just that. Our Legacy Software has been developed to allow us to do the heavy lifting for you; the easy-to-use program gives you the ability to input details for clients, send the information to us, and then we’ll compile and process everything, leaving you with an extensive digital library of client information to access whenever you need.

We understand how important documentation is to the estate planning process. What’s more important to you as an estate planner is ensuring that your business stays afloat, and you get the right support, which is vital when you’re self-employed. Working with CTT is like having a silent partner that makes your job easier, leaving you to work on what matters most to you.

Intuitive will writing software

Our Legacy Software is a digital platform designed to handle the processing of your client’s documents, but it is also much more than that. You can also gain access to different features depending on your specific use needs.

Our Professional Field Adviser Bundle is an input only licence and is designed for the input of client instruction only, should you not require the full Legacy experience. Once instructions for estate planning products and services are submitted, the order is placed for the document to be drafted for you. Simple.

The full Legacy Software does this and much more. If you decide to go for the full package, you’ll get:

Seamless data entry – Intuitive user-interface that makes the inputting of data an organic process. The full Professional Processing licence enables you to produce documentation for yourself – and for your colleagues if you have advisers in the field!

Comprehensive document processing – Through the software, you’ll be able to process a huge range of estate planning documentation including:

• Will & Trust documents
• Will Clarity
• Will Execution
• Larke V Nugus statements
• Powers of Attorney

Case tracking – Enables you to keep everyone involved in a case fully informed at all times. Clients are provided with updates on orders in real time and milestones for the progress of their orders allows them to see how far along the process their product is.

Integrated messaging – Convenient communication between adviser and client is extremely useful. With the development of Legacy, one of our main aims was to increase communication between all parties, demystifying our processes and keeping clients informed to encourage the growth of relationships between them and you.

The messaging app also has a searchable history providing a helpful digital trail of all communications, so you know exactly what has been said and to whom.

Free up your time with Legacy

Get in touch with our Partnership Team now to learn more about CTT’s processing support. We’ll discuss your needs and how easy it is to integrate Legacy Software into your pre-existing business processes and growth plans.