Legacy Administration

Allows you to efficiently manage the collection and administration of all types of Legacies. The system consists of powerful case management software linked to a comprehensive database that stores all the information relating to all legacies. Everything that you record is carried forward to be used and re-used wherever it is required. All your letters and documents are produced automatically and diarised workflows, tailored to your working procedures, prompt you as to what actions need to be taken and when. The system handles financial transactions and a wide range of reports available on demand.

Legacy details entered automatically from electronic Smee & Ford notifications.

Legacy Marketing

Manages the whole process of running Legacy Marketing campaigns. Use it to set up promotions, organise launches, record all Wills and Pledger information and handle financial transactions. Its flexible reporting, particularly when linked to Legacy Administration, gives comprehensive analysis of the effectiveness of your campaigns.