ProbateAdmin is a remarkably efficient probate software system for dealing with the administration of a deceased's Estate in England & Wales.
Increase your profitability by drastically cutting down the screen time you spend on every probate case. Our calculations suggest this could be between 32% and 36% less than using Microsoft Word and Excel templates. What's more, you won’t sacrifice the quality of your clients' experience to do it. This probate software was built as a super-tool by and for those who administer deceased persons' Estates.
Providing a Number 1 Probate Service To Clients
Dynamic Workflow
ProbateAdmin brings a new type of workflow to Probate. As assets, liabilities and contacts are added to a case ProbateAdmin dynamically adjusts the workflow. Only adding what each case needs and automating the production of most items. That's how you deliver a great case experience to your client but only use minutes of your time.
Customisation Assistance
ProbateAdmin provides every customer with a dedicated service for precedent letters and documents. So there's no need for any administration training. You can either use the default set we provide or send us your own version. If you want to make any changes to letters, documents or workflows you just send us an email to tell us what you want.
Really Useful Support
ProbateAdmin’s support staff have many years of experience. So, as well as helping you use the software, they understand the job that you have to do and how to help you get it done efficiently. Our Helpdesk is open 24/7 for you to raise any queries you may have.
Save at least 15 minutes a day
We believe that ProbateAdmin is so efficient, a user can save 15 minutes a day by generating standard letters; having our system complete IHT Forms; Statements of Truth and Estate Accounts and showing you the progress on a case in our remarkable simple Dashboard view. Finally our unique Client Account reconciliation feature will definitely save time in creating Estate Accounts that balance with the amount you have in Client Account. Do you realise if you do save 15 minutes a day that equates to 75 hours a year of billable time.
Accessible from All Locations
ProbateAdmin lives on the Internet. There's no need for you to have a Networked Server System for all your users to access ProbateAdmin. We will provide your users with their own username and password. The system will track everything they do and provide a comprehensive history of all work done so that managers can see every action that has been carried out.
Simple per case Pricing
Forms, Tax and Accounts
ProbateAdmin FTA allows you to use the ProbateAdmin financial package comprising IHT Calculation, IHT Form completion and Estate Account generation alongside your current case management system. You also get the benefit of a case dashboard that enables you to keep track of the administration of an estate on a single screen.
£120 +VAT per case
No Monthly Licence Fee
No annual Maintenance Charges
Just a one off payment when you open a case
Full Case Management
ProbateAdmin Gold includes all the features of our Forms, Tax and Accounts package plus our full workflow system with precedent letters and documents, dynamic workflow and integration with Microsoft Word and Excel to produce bespoke letters and Estate Accounts.
£170 + VAT per case
No Monthly Licence Fee
No annual Maintenance Charges
Just a one off payment when you open a case
Additional Services
With both Forms, Tax and Accounts and the Full Case Management package we offer the following services:
-
Database management and de-duplication service: Free
-
45 minute online training sessions: £55 + VAT
-
Reconciliation of Client Account Balance with Estate Accounts Balance: £120 + VAT
Get our Hints, Tips & Newsletter
We've Come a Long Way
Read about the journey our software has taken.
If, like us, you are fed up with case management systems that have just been tweaked to provide a probate experience but aren't specifically designed to undertake and manage the work of Estate Administrators then take a look at ProbateAdmin. This system has a journey that started many years ago out of user frustration and a desire to create a software solution that really helps with those time consuming tasks that all of us have to deal with in our working day. What we have achieved is a system that is streamlined and bespoke for any case that you deal with. You can see where you are easily and have the maximum amount of control over a case that a software system can give you.
British Wills and Probate Award 2021
Read about the collaboration between ProbateAdmin and Estatesearch that contibuted to their winning the 2021 BWPA Award for Best Use of Technology on the 20th October 2021.
Click the image below to read about the award and Estatesearch's submission.
Click this logo
What People are Saying
“'I'm really pleased with how easy it is to use this system. I feel I am in complete control of all the cases I am working on.”
“I like the way I can produce Estate Accounts with a single click at any time in the life of a case.”
“Being able to easily and quickly reconcile what's in the Firm's client bank account with what the Estate Accounts say I have to distribute,
saves so much time.”
Peter Oakes
Kevin Parsons
Jane Smith
Get in Touch
We'd like to hear from you!
Tel: 01582 808561
3 Churchfield, Harpenden, Herts. AL5 1LJ