CTT Legacy
Probate Solicitors
CTT Legacy
Gables House, Leamington Spa
# CTT Legacy - Estate Planning Software
CTT Legacy is a market-leading digital estate planning platform based in Leamington Spa that transforms how legal professionals manage their wills and estate planning practices. The software serves solicitors, legal firms, and estate planning professionals who need to streamline their document processing workflows and client management.
Unlike traditional will writing software, Legacy provides a complete professional estate planning system built around an "Entire Digital Journey" – from initial client onboarding through to trust generation and personalised recommendation reports. The platform eliminates paper-based processes entirely, automating document population, client verification, and case tracking whilst maintaining security and regulatory compliance.
What sets Legacy apart is its integrated approach to business management. It handles everything from client-facing portal access and secure messaging to automated risk management and legislative updates. The software impressively processes over 100,000 wills annually across their user base, with firms writing 100+ wills per year using the platform.
The key differentiators are productivity gains through automated document generation that takes minutes rather than hours, significantly improved client retention via streamlined digital journeys and convenient online interactions, and substantial risk reduction through structured document drafting that stays current with legislation changes. By handling the administrative heavy lifting, Legacy allows professionals to focus on client-facing work that generates higher returns, ultimately increasing profitability whilst delivering a superior client experience.
CTT Legacy is a market-leading digital estate planning platform based in Leamington Spa that transforms how legal professionals manage their wills and estate planning practices. The software serves solicitors, legal firms, and estate planning professionals who need to streamline their document processing workflows and client management.
Unlike traditional will writing software, Legacy provides a complete professional estate planning system built around an "Entire Digital Journey" – from initial client onboarding through to trust generation and personalised recommendation reports. The platform eliminates paper-based processes entirely, automating document population, client verification, and case tracking whilst maintaining security and regulatory compliance.
What sets Legacy apart is its integrated approach to business management. It handles everything from client-facing portal access and secure messaging to automated risk management and legislative updates. The software impressively processes over 100,000 wills annually across their user base, with firms writing 100+ wills per year using the platform.
The key differentiators are productivity gains through automated document generation that takes minutes rather than hours, significantly improved client retention via streamlined digital journeys and convenient online interactions, and substantial risk reduction through structured document drafting that stays current with legislation changes. By handling the administrative heavy lifting, Legacy allows professionals to focus on client-facing work that generates higher returns, ultimately increasing profitability whilst delivering a superior client experience.
Services offered
Will writing softwareEstate planning systemClient onboarding portalAutomated document generationTrust managementRecommendation report creationClient messaging and communicationCase tracking and management