ProbatePlus enables
probate professionals to save time and earn more by automating
probate form drafting and providing case management and reporting.
ProbatePlus allows users to enter
case details including key probate & tax dates, create case
notes, manage contacts, and assign case roles such as executors,
beneficiaries, and guardians. Probate forms, letters, documents
and reports are automatically drafted using case and contact
information.
A comprehensive library of automated state
specific probate forms, constantly updated to reflect the
latest state forms
A unique, single entry system for all
client and case information that is automatically used in
every form and document for the case
Complete client and case management capabilities
designed specifically for Trusts & Estates including
key probate & tax details, contacts and case roles
Anytime, anywhere secure web browser access
to case information and forms. No software to install, maintain
or support.
Automated letter and document creation
from user customizeable templates (Letters to banks, beneficiaries,
creditors, courts, IRS )
Electronic case notes that are viewable
by all team members and can be automatically emailed to
interested parties immediately or on a scheduled date
Standard case reports for case status,
706 Tax status, Probate dates, contact lists, and notes
Flexible case search enabling immediate
access to case & client information
Upgradeable to TrueSettlement, EstateWorks fully featured workflow and case management solution
BENEFITS
Saves time and reduces errors with single
data entry for all probate forms, letters, and reports
Enables your firm to increase its case load without adding staff
Ensures that the probate forms are always
current and state approved
Keeps all case information in a secure
electronic database that is immediately accessible from
anywhere at anytime
Reduces or eliminates the risk of lost
case information
Provides cross case reporting to ensure
that nothing falls through the cracks
