Last Updated
Overview
ProbateAdmin simplifies estate administration for legal professionals with dynamic workflows and automated estate account generation. The platform ensures statutory compliance. Nonetheless, the dashboard lacks detailed filtering options, but its client account reconciliation and precedent letters help maintain accuracy and efficiency across cases.
Overall Rating
Based on 2 users reviews
4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
ProbateAdmin Specifications
- Case Management
- Document Management
- Workflow Automation
- Mobile Access
What Is ProbateAdmin?
ProbateAdmin is a cloud-based probate software for legal professionals and accountants managing deceased estates in England and Wales. It offers dynamic workflows, full case management, and client account reconciliation, helping users reduce errors and save time. Small and mid-sized firms benefit from its structured approach, which simplifies complex tasks, provides clear oversight of each case, and supports faster, more efficient estate administration.
ProbateAdmin Pricing
ProbateAdmin pricing is based on a one-off payment per case, depending on the package selected. These plans are as follows:
- Forms, Tax and Accounts: £120 + VAT/case
- Full Case Management: £170 + VAT/case
Disclaimer: The pricing is subject to change.
ProbateAdmin Integrations
The software supports integration with Microsoft Word and Excel to enhance its functionality.
Who Is ProbateAdmin For?
ProbateAdmin is ideal for a wide range of industries and sectors, including:
- Law firms
- Accountancy
- Solicitors
- Financial advisors
Is ProbateAdmin Right For You?
Looking for probate software that simplifies estate administration? ProbateAdmin offers dynamic workflows, automated inheritance tax form generation, and unified estate account reconciliation. It is ideal for legal professionals managing estates to ensure statutory and GDPR compliance. The platform is secure, scalable, and trusted by firms seeking accurate and efficient estate management. It has also won the British Wills and Probate Award, recognizing its excellence in probate software.
Still not sure if ProbateAdmin is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
ProbateAdmin Features
Dynamic Workflow
ProbateAdmin's dynamic workflow adapts to each estate case by automatically adjusting tasks as assets, liabilities, and contacts are added. This automation ensures that only relevant actions are included, streamlining the probate process and reducing manual effort.
Precedent Letters And Documents
The platform provides a comprehensive set of precedent letters and documents tailored for probate cases. Users can customize these templates or request modifications, ensuring that all communications and documentation align with their firm's standards and client needs.
Estate Account Generation
The software simplifies the creation of estate accounts by automating the process. Users can generate detailed estate accounts with a single click, ensuring accuracy and compliance while saving time on manual calculations and entries.
Client Account Reconciliation
ProbateAdmin features a unique client account reconciliation that aligns the estate accounts with the firm's client bank account. This tool helps identify discrepancies and ensures that all financial records are accurate and balanced.
Pros And Cons of ProbateAdmin
Pros
Generates estate accounts efficiently
Provides ready-made precedent letters and documents
Reconciles client account with estate records
Cons
Limited flexibility in calculated figures
Workflow may need manual adjustments sometimes
ProbateAdmin Reviews
Total 2 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars100%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Legal Services, 1-10 employees
Less than 6 months
“Affordable for New Businesses”
Pros
The pricing is per case, which was super important for us as a new business. The workflow really helped us make sure we didn't miss anything while getting into this area.
Cons
I still don't fully get how this works with the HMCTS online software. It also doesn't link with HMRC for filing IHT205 online.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
8
Legal Services, 1-10 employees
Less than 6 months
“Automates IHT forms”
Pros
I really appreciate how it prepares IHT forms and the estate account for me. It even takes care of all the calculations, which makes everything so much easier and saves me a ton of time.
Cons
One downside is that the figures it calculates can't be adjusted, which would be really useful for handling more complex calculations
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Frequently Asked Questions
Does ProbateAdmin offer an API?
The vendor has not shared information about its API.
Who are the typical users of ProbateAdmin?
ProbateAdmin is commonly used by law firms, solicitors, and financial advisors.
What language does ProbateAdmin support?
ProbateAdmin primarily supports English language.
What types of pricing plans does ProbateAdmin offer?
ProbateAdmin price is a one-time payment for plans, such as Forms, Tax, and Accounts (£120 + VAT/case) and Full Case Management (£170 + VAT/case). Get a tailored ProbateAdmin cost.
What level of support does ProbateAdmin offer?
ProbateAdmin provides support through chat and phone.
Does ProbateAdmin have a mobile app?
No. ProbateAdmin does not have a standalone mobile app.
What other apps does ProbateAdmin integrate with?
ProbateAdmin software integrates with Microsoft and Excel.