Probate case management software and will writing
Our probate case management software and will writing software for solicitors allows you to efficiently manage your client's estate and create the finest quality wills in a matter of seconds.
Get customisable workflows, powerful integrations, production and completion of IHT forms, easy to create Trusts and LPAs, insightful reporting and accurate billing - all within a secure cloud-based (or on-premise) probate software solution.
Key features of our wills and probate case management software
Learn more about the top wills and probate case management software features to help your law firm achieve its goals.
Fast and efficient will writing
Our will writing software is designed to help your legal team become more efficient by staying on top of document production and delivering a quick turnaround, while keeping the same level of quality. This ensures your clients are never disappointed with your service.
- Draft wills in minutes. Create simple or complex wills for your clients with time-saving data entry and full control over the final document.
- Save time by simply filling in a handful data fields and clicking a button.
- All the necessary clauses are automatically populated and assembled into a professional quality will or mirror will.
- Access your documents securely at anytime and anywhere
- Software is updated with changes to legislation meaning your system stays up to date
- Improve your client engagement and case turnaround giving your fee earners more time to focus on billable hours.
Automation of key processes
With our wills and probate case management software you can save time and automate all the processes in a probate case.
- Takes care of time-consuming and repetitive tasks by automating the process.
- Produces all the IHT forms, schedules of assets and estate accounts with minimal fuss.
- Quick, automated efficient production of letters, forms and documents, diarisation of tasks, monitoring work completed and keeping all case contacts updated.
- Produces the estate accounts in MS Excel™ allowing further editing if needed.
- Makes it easier for your firm to focus on the case at hand while maintaining a high level of efficiency and organisation.
Document assembly and database
Our wills and probate case management system produces all the letters, forms and legal documents that you need. It is a comprehensive and extensive precedent bank. Our software looks at a probate case and decides which clauses and paragraphs to use. Then it automatically builds documents tailored to your case based on specific entered data.
The database is stored so you are not re-entering details such as place of marriage, name of children, executors, beneficiaries and so on, making it easy to recreate a will time and time again.
Precedents include:
- Letters to legatees (inform interim payments paying)
- Inland Revenue payment of tax
- Letters to public utilities
- Statement of Truth (letters of administration, grant of probate)
- Letters to life assurance companies
- Application for Grant
- Letters to asset holders (banks, etc)
- Notice to local papers
- Letters to lenders (credit card firms, etc)
- Schedules of assets (liabilities, income, expenditure)
- Letters to Local Authority, DVLA, etc
Probate calculations
Our probate law software includes financial profiles for relevant parties, providing automatic calculations and recalculations, sensitive to data being entered into the system.
Calculations include:
- Asset listing with income posting, showing probate / accrued / realised / income
- Full beneficiary details with legacy % revenue and totals after interim payments
- Liabilities listing
- Summary of chargeable estate and tax liability
- IHT corrective accounts
- Asset / liabilities / legacy / income and expenditure summary reports
- Individual share allocations, calculated to 3 decimal places
- Link to online HMRC tax calculator
- Diaries to remind about tax payments
Seamless integration with 100+ practice management tools
Utilising industry-standard methodologies our case management software offers unrivalled integration capabilities with a wide range of suppliers and services that include GOV.Uk portals (such as HMRC and HMRL), DocuSign, Credas, Smartsearch, Adobe and Microsoft products. See the full list.
Cost budgeting and drafting
Costs budgeting and management
Get ongoing alerts and colour-coding for each element of the budget, while a quick-view screen presents all relevant costs information ‘at-a-glance’ for fee earners and management.
Our case management software also includes reporting and analysis across all budget categories on an individual case or global basis.
Cost drafting
Our cost drafting software can be integrated into your case management platform. It helps with bill creation, from layout and calculation to the production of a red line bill, enabling you to extract maximum value from fee earners’ time, with more streamlined daily processes.
Reporting
A user-definable reporting facility can be tailored for each user, department or activity. Standard exportable and shareable reports are also provided with Access Legal Case Management.
Claims management
Get instant online quotes
With our Opportunities module, you can provide prospective clients with an online quotation form, allowing them to receive an instant online quotation for your services. This data is then stored in your case management system in real-time, allowing you to keep track of conversions and simply convert prospects to clients.
Efficient claims management
Improve your case handling of claims by reducing the time spent processing each case, increasing the quality of service your clients receive and improving your bottom line.
CRM and business development
Our platform enables you to build CRM into your everyday processes to manage the ‘prospect to client’ journey. You can also integrate Twitter, LinkedIn, Facebook and YouTube pages to track client and prospect social media activity.
Other features
Create trusts and LPAs
Option for you to create Trusts and LPAs from within your case management software
Get automated estate accounts
Estate accounts are automatically created as a MS Excel™ spreadsheet allowing further edits if needed
Why choose our wills and probate management software?
Our will writing and probate management software will transform your legal team. Integrated within our award-winning case management system* our probate software solutions will help you, create great client outcomes, enhance productivity and ensure the efficient running of your day-to-day tasks. Whether integrating with HMRC or the automatic completion of IHT forms, our holistic solution will give your fee earners the freedom to do more of what’s important.
Supporting all areas of law with powerful workflows and best in class Integrations
- Accident management software
- Commercial legal software
- Conveyancing software
- Criminal law software
- Debt recovery software
- Employment law software
- Family law software
- Financial claims software
- Legal cost drafting software
- Legal client portal software
- Mediation software
- Medical case management software
- Personal injury software
- Power of attorney software
- Wills and probate software
Blakewater Solicitors take on more work thanks to Access Legal probate software solution
Blakewater Solicitors director, Abdul Hafeez Darr, explains how using our probate software solution has transformed the business.
“To put it simply, it provides us with massive efficiency gains. For a firm of our size, we’re taking on double the work that we could without the system in place, and even better, we’re achieving this seamlessly without the need for a full team of support staff.
“The workflow is so easy to tweak as and when we need to, and the process of uploading letters and linked actions means our junior staff can open cases, input details, send out documentation and file all correspondence. Ultimately this is saving us huge amounts in both time and money. Taking this further, we don’t have the worry of needing everyone in the office at all times – our solicitors are able to work remotely, or from home, as everything is accessible and centralised.”
Explore the market-leading Access Legal software solutions
A complete and unrivalled set of legal software solutions for the legal market incorporating case & practice management and legal accounts, alongside HR, learning, compliance and cloud hosting, all integrated through Access Workspace.
Speak to our legal specialists to see how Access legal software can benefit your organisation.
Wills and probate case management software FAQs
What is probate software?
Probate software is a seamless piece of software (usually integrated into a case management software) that aids legal firms with the automation of key processes of will writing and other areas of probate including the administrations of a deceased’s estate.
What does probate software do?
Wills and probate case management software reduces the time needed to produce Wills and associated documents, with features such as automatically populating documents with all the relevant clauses and ending the need to re-input the same data. Documents are easily created in minutes and managed and accessed efficiently through an online hosted document library. Probate calculations can be generated for all areas of the case. This type of powerful task automation allows for consistency without compromising quality.
How will my law firm benefit from probate management software?
The main benefits of case management probate software are the reduction of repetitive and time-consuming tasks in the law firm. This allows for fee earners to focus on the other areas of their work such as new business and client retention.
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