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
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.
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.
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.
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.