Unlock your team’s potential with software designed specifically for them. No more templates on spreadsheets, build probate cases with minimal data entry and admin.
Create and manage all your cases in one place, with the ability to collaborate and assign work to your colleagues. Always have an up-to-date overview on each estate, regardless of the complexity or duration of the case.
Quickly locate unknown assets and financial liabilities associated with an estate, with integrated Estate discovery. Confirm and validate known assets more reliably, with the click of a button.
Automatically produce fully or partially completed Court and Inheritance Tax forms from your case data. Minimising data re-entry and improving accuracy, our platform greatly reduces the time taken to complete your forms.
Our specialist software allows you to securely upload, save and store documents, organised against the case or individual assets and liabilities
Automatically produce and export fully or partially completed Court and Inheritance Tax forms from the data within your case
Access a deceased individual's financial information, from bank accounts to mortgages, directly on our platform at the click of a button