For a rapid start in Will Writing and Estate Planning services, just order one of the Marketing Packs below. It contains everything needed for an immediate start - and you also get access to our expert support helpline.
As
well as providing a first class professional service, the Legacy Document
System also offers exceptional earning potential. Using the additional modules
to provide a full Estate Planning service, our full time consultants often
earn £1,500+ commission per week.
Marketing Packs |
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Marketing Packs include the software CD, bound example Will, sample client leaflets, instructions for set up and processing.
All versions of the software can record clients instructions for the
full range of documents. Additional modules
can be added individually
or in discounted packages as
the scope of your business expands.
All prices fully inclusive of VAT and delivery.
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| Associate Consultant -
the software records client instructions but it does not generate final
documents. Client files are saved and emailed to our central processing
service. Limited FREE WILLS offer - click
here for full details. |
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| Full Will Writing system -
the most popular option - generates complete documents ready for printing
and signing. The best of both worlds because client instructions can
also be emailed directly to our central processing department when
required. Click here for full details of document
modules. |
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Estate Planning Company licence -
for instruction taking consultants submitting orders to your head
office. Includes master Will Writing software with Lasting Power of Attorney, Tenancy Severance, Living
Wills, Codicil Generator and
Support Materials. Separate instruction
taking software for associate consultants - additional units can
be added as your company expands.
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Call for quote |
The Legacy Document System has many flexible variations - extra Document Modules can be added as your business expands and upgrades between Marketing Packs are also available.
The
program can be supplied with any combination of one or more of the document
modules currently available. The standard edition of the application is usually
supplied with the Wills document module. See the Order
page for pricing and package options.
The range of modules can create a wide variety of document layouts, generate emailed orders and produce support materials like leaflets, questionnaires, instructions to clients, etc. Use the links to see details of currently available modules.
Ask for a quotation if there is specialised document type needed for your business.
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