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Products> Wills Lasting Power of Attorney Joint Tenancy Severance Advance Directive Rental Agreement At present this FAQ is for existing users of the Legacy UK Will Writer program Q. Do I have to upgrade? A. We hope you'll find the increased productivity from the Legacy Document System more than pays its way. But we'll continue to offer renewals for the Legacy UK Will Writer as long as there is a demand — however, there will be no further revisions of this or sales to new users. Q. Can I run both programs together? A. Yes, it's recommended while you get used to the new way of working. Your client .wil files from Legacy UK Will Writer can be imported and saved in the new system. Q. Are my Professional Modules included in the upgrade? A. Yes — any you've purchased for the old system will be included. If you only have the main Will Writer part, additional modules can be added as before. Q. Is the Legacy Documents System easy to use? A. Absolutely! We've redesigned the software from the ground up to incorporate the features everyone (including us) has wanted for a long time. Key improvements include:
Q. Do I have to use the built-in Word Processor? A. No. The documents are generated fully formatted in the word processor window ready for final editing and printing (they can also be saved as separate documents in the program). However, you may wish to use this as just a preview — the copy command allows you to use any word processor of your choice (and existing macros) as before. Q. What kind of computer do I need? A. Any computer comfortably running Windows 98 or later should be fine. The more memory you have the better — 32MB is an absolute minimum but aim at 128MB particularly for laptops [current cost is about £17.50]. The Legacy Document System uses the XML features of Internet Explorer 6. Unless you have recently upgraded your web browser or have just bought a Windows XP machine, you will need to install this with our program — the IE6 setup is supplied on our CD. Q. When does my licence period start and end? A. 365 days from the time it's installed. So if you have only recently renewed your Legacy UK Will Writer, you can order the upgrade at the special offer price and wait until the old program expires before installing. (However, we'd be surprised if you didn't think the small extra cost wasn't worth it to try the new system straight away — the choice is yours!) Q. Can I arrange to renew my licence automatically? A. Yes — complete and return the standing order form we'll send with the new software. You will receive your renewal software about two weeks before your current licence expires. Q. Has there been a price increase for the licence renewal? A. Yes — we have made it a fixed fee of £35.25 for all versions of our programs. Our last increase was in 1995. We now plan to adjust the licence cost each year in line with inflation — but the present rate can be fixed for five years if you set up a standing order. Q. How do I use your document processing service? A. We'll set up a record for your trading name and address plus bank account number and sort code. To submit an order simply send an e-mail and attach the client instruction file from the Legacy Document System. Our processing company, Legacy Partners Ltd, operates a state-of-the-art management system with many cases completed within 24 hours and any commission due being paid directly into your bank account each week. Please ask for an application form if you wish to use this service. Q. Can I install the new program on more than one PC? A. Yes. Even though we are issuing a single user licence you may install on two computers e.g. for home & work or desktop & laptop. However we have introduced a new registration system and you will need to call us when you are ready to do the second installation. Q. How does the new registration system work? A. The full installation is activated for one particular computer (make sure it's on the machine you intend to work on). After installation the program can be used only five times before you need the full registration code — telephone us during office hours or apply on this web site. Q. What happens if I change machines or my hard disk crashes? A. No problem — part of the joys of computing! We'll issue new codes to get you up and running again as soon as possible. Q. How do I benefit from this new registration process? A. (a) You can let friends try your copy of the program without us losing a properly authorised customer. Increasing our licensed users enables us to invest more in ongoing development — effectively this allows us to keep our prices down for the benefit of all registered users. (b) We can control who uses our software. There has been some very bad press recently about a few rogue Will Writing firms. A small minority are jeopardizing the business for the vast majority of us who are conscientiously trying to provide an excellent service for our clients. In the absence of any effective regulation or enforcement we intend to use our position as the leading software supplier to prevent known fraudsters from using our programs. Q. What feedback do you need from early upgraders? A. There may be some errors in the documents generated — many of these you can correct yourself by customising the clauses — but we'd still like to know about them to correct for later versions. Please e-mail all errors and problems you come across to report@legacydocuments.com. Also visit www.legacydocuments.com/forum to directly enter your message. Q. Are there any training courses available? A. Yes we ran five very successful courses in 2001. The emphasis was very much on marketing and increasing order values through proper estate planning packages. Training courses include our separate presentation software which has proved to be highly effective for reviewing clients' circumstances — optimising the package of services and products ordered. Dates are not yet fixed for courses in 2002 but places will be limited. Please let us know if you would like to attend so that you are given first choice when the new schedule is available. Products> Wills Lasting Power of Attorney Joint Tenancy Severance Advance Directive
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