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.

 

PRODUCT VERSIONS

 

FEATURES

  • 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

HOW IT WORKS