Part of the FirstClass suite – the UK’s leading legacy management software

• Rapid access to legacy records

  FirstClass is used to keep track of all charitable legacies due and received, providing instant access to pipeline information whenever it’s needed.

• Comprehensive contact history

  A complete contact history is maintained for each legacy, which can be updated each time a new communication is sent or received.

• Notification wizard

  The Notification Wizard provides a simple step by step process to take you carefully through the full process of recording a new notification. The wizard has built in processes to help prevent duplicate records from being entered. It also works with Smee and Ford electronic data and can link into your charity’s CRM.

• Income, expenditure and estimates

  FirstClass offers you the ability to record both income and expenditure against each legacy. A history of estimated values can be entered for each legacy along with associated expected income records.

• Unlimited customisable standard letters and emails

  FirstClass includes the ability to use standard letter and email templates, which can be tailored to suit any circumstances to ensure that communications are ‘in brand’ and have the correct tone. Digital signatures can be stored in FirstClass and used within the templates.

• Reports

  FirstClass offers an extensive set of built-in financial and managerial reports

• Dashboard

  The Dashboard provides a quick and easy picture of your recent legacy performance. It shows a breakdown of your Income, Target and notifications Month to Date (MTD) and Year to Date (YTD) and the Total Balance Outstanding. A chart shows your income received in the last 12 months against targets that have been set.

• Timeline

  A tabular timeline view is available which shows the progress of the administration of each legacy including key milestones in the past, such as probate date, and also important dates in the future, such as forthcoming reviews and expected income.

• Add modules at ease

  A number of modules are available to purchase to work within the FirstClass system including Legacy Prospects, In Memoriam, Scanning, CRM Integration (available for both in-house and cloud-based CRMs) and Will Scheme.

• Add features and services

  Clear can also provide a number of tools and services to work alongside FirstClass including Data Imports, Data Exports, Data Migration and easy Legacy Monitor data generation. Additional costs may apply.

• Legacy administration

  FirstClass is quick and easy to use – legacy officers find FirstClass intuitive and a real benefit.

• Management reporting

  FirstClass will improve the speed and accuracy of reporting and forecasting allowing for more advanced analysis of legacy income.

• Added value

  Skilled legacy administrators ‘add value’ to their legacy income by completing their job to a high standard and by using FirstClass, administrators will increase this value. A number of charities have attempted to quantify the value added by trained legacy officers using effective legacy systems, generating a figure between 5% and 8%.

Including details of shares, cash, investments, properties and other assets

Asset and Liabilities

Estate Accounts (draft and final)

IHT Calculator

Lay and professional contacts

Relationship with Legator

Split income and expenditure between legacies

Multiple legacy elements associated with each legator

User definable legacy types

Legacy status of open, closed or dormant

History of estimated values and expected income

Important dates such as Last Will Date, Codicil Date, Probate Date, Date Notified etc.

Multiple addresses

Aliases to record other names that the person may also be known as

Reviews Dashboard to show position of all reviews

Ability to highlight critical reviews

Quick open

Recently used

Setting default categories in browsers and reports

Adding favourites to the Home screen

Built-in report to provide data for the HMRC website

Up to 30 built in browsers allowing users to interrogate data

Many built in reports

Info Headers to quickly draw your attention to important information

Timeline – tabular representation of the progress of the administration of an estate

New manual notifications

Creating letters

Sending and importing emails

Electronic notifications