A one stop shop for all features related to Probate estate administration in one easy to use window
CaseLoad reimagines a full solution for administering probate cases, to easily create and work with full and complex estates, as well as all the assets, such as property, any bank or building society accounts, insurance policies, premium bonds, and personal effects.
Probate software will make your life easier
Production of Inventory
The software module boasts specific tools to help automate the production of the Inventory, Petition and other Tax Forms, along with tools to record all the assets and liabilities of an estate, automated matching to receipts and payments – including seamless integration with the Legal Accounts solution. Automated generation of the Final Account of Charge and Discharge or Capital, Income and Distribution.
Our leading legal practice management software really has all the components to help your law firm deliver the service your clients expect.
Additional Functionality
Probate Calculations
Probate Legal Case Management Software – Our Probate legal software includes financial profiles for relevant parties, providing automatic calculations and recalculations, sensitive to data being entered into the system.
Calculations include:
- Asset listing with income posting, showing probate / accrued / realised / income
- Full beneficiary details with legacy % revenue and totals after interim payments
- Liabilities listing
- Summary of chargeable estate and tax liability
- IHT corrective accounts
- Asset / liabilities / legacy / income and expenditure summary reports
- Individual share allocations, calculated to 3 decimal places
Increasing Fee Earning Potential
Reduce Risk & Save Time
Our Probate solution will give you peace of mind and substantially improve risk assessment and overall management of the process by providing automatic production of letters and forms and populates the required data directly into HMRC tax forms. Increasing Solicitor Fee Earning potential the whole process of automation of workflow by CaseLoad Probate lends itself to increased involvement by unqualified staff (including supervision and monitoring tools and reports for partners) thus releasing Fee Earners to deal with other fee generating work.
Full Integration
With Legal Accounts Software
The Probate system can work alone or seamlessly with our Legal Accounts interface, harnessing the existing power and functionality of Denovo but introducing a powerful, highly automated Probate tool. It offers an extra layer of functionality on top of the already powerful Client Relationship Management and Case Management tools offered by the Denovo solution.
Benefits of using Probate Software in CaseLoad
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Estate Management – Assets, Additional Estate, Sundry Receipts Debts of Deceased, Expenses of Administration, Expenses of Heritage, Funeral Expenses Inheritent Tax, Lifetime Gifts, Beneficiaries, Contacts, Specific Legatees, Pecuniary Legacies, Prior & Legal Rights Full Deceased Details and Beneficiary Interim Payments.
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Reporting – Asset Listings, Beneficiary Income Accounts, Capital Account Debts of Deceased, Estate at Date of Death, Expenses of Administration, Expenses of Heritage General Interest, Income Account, Lifetime Gifts, Pecuniary Legacies Account.
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Document Management – Create hard-copy and email based communications for probate , Beneficiaries and Contacts. Send letters and emails to companies for Assets and Expenses. View Matter Events & Postings (including unposted items such as Requisition Slips) from the one place. Easily create Requisition Slips for the Cashroom for each Asset or Expense. Easy to read visual indicators of the number and value of Assets, Debts, Expenses & Distribution.
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HMRC Forms – Faster HMRC PDF creation. Native PDFs, no overwriting Templates.
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Compatibility – Fully compatible with the previous Denovo Probate Builder, so all your previous data is retained, and can continue to be used.
See our Probate Software for yourself
Book a demo
Feel free to contact us to book a free software demonstration or consultation with our legal technology experts. We can come to your office, chat online, or you can visit us at our HQ in Glasgow.
Book a demo
