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Overview
ProbatePlus software automates legal workflows for probate and estate administration. It offers strong features for case management and document generation. While the software is effective for streamlining tasks, some users note the need for more diverse third-party integrations. This software is ideal for legal managing complex estates and cases.
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Starting Price
Custom
ProbatePlus Specifications
Case Management
Document Management
Billing And Invoicing
Time Tracking
What Is ProbatePlus?
ProbatePlus is specialized legal software designed to streamline and automate the entire probate and estate administration process. It's built for professionals in the legal industry, such as solicitors and paralegals, to manage complex cases efficiently. The software provides a central, web-based platform for organizing case details, generating and pre-filling legal documents and forms, and handling financial accounting for estates. Its core purpose is to reduce manual effort, minimize errors, and ensure compliance in the intricate field of estate law.
ProbatePlus Pricing
The pricing for ProbatePlus is $1,330 per year for up to 5 users, paid annually in advance. A free 14-day trial is available before subscribing
Disclaimer: The pricing is subject to change.
ProbatePlus Integrations
ProbatePlus does not integrate with third-party websites.
Who Is ProbatePlus For?
This tool is suited for legal sectors and industries, including:
- Banking
- Financial services
- Law practice
- Legal services
- Non-profit organization management
Is ProbatePlus Right For You?
ProbatePlus software's main feature is its ability to generate Florida probate forms quickly and accurately, pre-filled with client case data to reduce manual work. This cloud-based solution also includes basic case management, enabling users to track case progress and manage probate workflows efficiently. It may be a good fit for firms looking for a streamlined probate form automation tool combined with essential case tracking and accounting capabilities.
Still not sure about ProbatePlus? Contact our support team at (661) 384-7070 for further guidance.
ProbatePlus Features
ProbatePlus provides a user-friendly, web-based platform that allows probate law firms to manage their cases without the need for software installation or ongoing maintenance. This accessibility ensures that multiple team members can securely access and update case information from anywhere with internet connectivity.
The system generates official Florida probate forms quickly and accurately, pre-filled with relevant case data. This helps reduce manual entry errors and saves time in preparing compliant documents for filing.
Users can enter and review detailed information, including decedent details, contacts, roles, and critical case dates. The platform offers a centralized dashboard where case progress can be monitored, keeping all team members informed.
The software allows users to capture extensive case notes and set up customizable email alerts and ticklers. These features help ensure essential deadlines and tasks are tracked and communicated promptly.
Probate Plus features Florida-specific FLSSI probate forms, along with key probate documents for counties such as Broward, Lake, Manatee, Miami-Dade, Orange, and Palm Beach. Partnering with the FLSSI ensures up-to-date compliance with statewide and local probate requirements.
