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Mortgage Adviser Excellence
0800 999 3939
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Introduction to the Wills & Trusts course

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We are delighted to be partnering with Legacy Legal with their exciting estate-planning service for advisers. This represents a great value-added service for clients and also an additional revenue stream for a dvisers. We’ve been very impressed by the team at Legacy Legal who share similar values to ourselves.

Legacy Legal is the most comprehensive and flexible web-based estate planning business in the UK. We are an industry leader in helping financial service professionals to increase both short and long-term revenue streams.

Formed in 2008, Legacy Legal provide comprehensive estate planning solutions for financial service professionals in the UK and Northern Ireland looking to introduce Estate Planning into their client service proposition. Using our unique estate planning software, we provide bespoke estate planning solutions for individuals, private clients, and business owners and corporati ons.

Our philosophy is reflected in the software we produce, as we strongly believe the financial service professionals we work with deserve innovation, support and leading technology which, when used in an effective and creativ e way, can deliver a genuine competitor advantage.

Helping our clients improve their profitability is vital to our own success. This has driven the growth of our business, which in turn enables us to keep investing in new products and services, which is vital in an ever-changing market.

The benefits

  • We specialise exclusively in the financial sector
  • We have successfully trained over 10,000 professionals
  • We back all our courses with a Pass Assurance Scheme
  • All Simply students are eligible for the NUS Extra card
  • Buy now pay later, spread the cost of your studies


Who is it for?

We are delighted to be partnering with Legacy Legal with their exciting estate-planning service
for advisers.

This represents a great value-added service for clients and also an additional revenue stream for a dvisers.

We’ve been very impressed by the team at Legacy Legal who share similar values to ourselves.

Comprehensive estate planning solutions

Whether your clients' estates are of large or modest value, our comprehensive estate planning solutions cover every type of estate planning requirement from a basic Will to Inheritance Tax Planning, Lasting Powers of Attorney and Probate Services – ensuring that your clients' current and future needs are catered for. All the advice and recommendations are prepared by our in-house legal team and comply with the Society of Trust and Estate Practitioners (STEP) Will Writing code, covered by £2m professional indemnity insurance.

The provisions that Legacy Legal include in their Wills and Trusts have been approved by tax barrister James Kessler QC. James has practiced as a barrister since 1985 and was appointed QC in 2003. He is Head of Tax at his chambers located at 15 Old Square, Lincoln's Inn, London WC2A 3UE, and one of the founders of STEP, for whom he drafted the STEP Standard Provisions.

"Since we have introduced estate planning into our client proposition, our practice has seen a dramatic increase in business, not only through the sale of Wills & Trusts but also in the number of Financial Services products sold."

The future of Legal services

After years of the public paying high-priced lawyers and legal consultants to produce Wills and offer estate planning services, Legacy Legal provide the same high-quality, Queens Council–approved work, training, professional backup and support to provide a real alternative.

On 28 January 2016, the Law Society published a report about the future of legal services in the UK and identified an inevitable impact on the solicitor professi on and key drivers for change in the current landscape of legal services.

The report attempted to predict how solicitors' and lawyers' interests may change in the future, where they will face competition and what opportunities may present themselves in a changing market.

The key drivers of change in the legal services market identified include:

  • How clients will buy legal services in the future
  • Technological and process innovation
  • New entrants and types of competition
  • Wider political agendas around regulation

The legal services sector is a significant element of the UK economy, with an estimated turnover of £30bn. The changes to the legal services market bring signifi cant opportunities for financial service professionals who offer an estate planning service as part of their client proposition.

"I have been meaning to get into the Wills & Trusts market over the last few years, but Legacy Legal has been the only company that has given me a clear outline of how it works and a streamlined approach on how to position it to clients."


Streamlined software solution

Our unique web-based software lets you manage your client from the start of the process through to document creation, all within a single system. The s ystem follows an eight-step process that ensures that your clients receive a consistent, hi gh-quality service.

8 Step process:

Streamlined Software Solution

A solid foundation

Estate Planning is undoubtedly the foundation upon which all ot her financial products sit. If your financial foundation is solid, you can ensure that the right money gets into the right hands, at the right time.


Streamlined Software Solution

Join us

Legacy Legal is a membership based business. To take advantage of the products and services offered you will need to apply to attend one of our training events that are held throughout the UK on a regular basis – details of upcoming events can be found on our website.

Training complete you will have full access to the Legacy Legal software and be able to offer the service to your clients. Monthly membership fees apply.
  • Advice and recommendations provided by Legacy’s in-house legal team
  • Members Area, access to sales & marketing materials & technical guides
  • Advanced training available for business asset protection & lifetime planning
  • Estate Planning Software, delivering our unique end to end sales process
  • Sales & administration processes comply to S.T.E.P code of conduct
  • Monthly Webinars – keeping you up to date on current affairs
  • Sales & Marketing Help Desk - available 5 days a week
  • 2 million Professional Indemnity cover per claim
  • Technical Help Desk - available 5 days a week
  • Continuing Professional Development (CPD)
  • Analysis of existing Will & Trust documents
  • Personalised Estate Planning Website
  • Bespoke Estate Planning Reports
  • Personalised email templates
  • Legacy Legal Stationery Pack
  • Technical and Sales training
  • Legacy Legal email address
  • Secure Client Portal
  • Document storage
  • Probate Services
  • Weekly pay

The Course Information Kit

Complete the short form below to receive our course information kit to help you get started.

Info Kit