 Probate
DPS Probate has been developed for the practitioner who needs to be free of the time consuming and highly repetitive aspects of the probate procedure.
The primary focus of the system is to produce estate accounts, schedules of assets and IHT forms quickly and with minimal fuss. Of course the elements expected of a DPS application such as quick and efficient production of letters and documents, diarisation of tasks and monitoring work completed, are all part and parcel of the system. The
required forms are completed automatically and the accounts are passed into MS Excel™ for further editing if required.
 Document Assembly and Management
DPS Probate is provided with a set of standard precedents, such as documents, forms and letters, which are automatically assembled with all matter details fully completed.
Precedents include:
| Letters to Public Utilities |
Inland Revenue Payment of Tax |
| Letters to Life Assurance Companies |
Schedules of Assets |
| Letters to Asset Holders |
Application for Probate |
| Oaths |
Trustee Act 1925 Section 27 Notice |
| Notice to Local Papers |
Stock Transfer Forms |
All information relating to the matter, such as the client’s name, the asset holders names or reference codes need to be entered only once onto the system, which in turn reduces the time spent on manually completing time consuming and often highly repetitive work. Users with basic typing skills can use the system competently, as DPS can complete the majority of the work automatically in a fraction of the time.
Users can easily locate files using any data held on the file, from the details of the postcode to a telephone number.
Furthermore, DPS now encompasses Windows drag and drop facility to allow you to scan incoming letters and automatically drag and link to any case file within the DPS system. Faxes and e‐mails can also be linked to files in the same way.
IHT forms, Schedules of Assets, Liabilities & Gifts
DPS Probate can produce all the required estate accounts for a case directly in MS Excel™, from data that has been entered into the system. This translates into complete schedules of Assets, Liabilities and Gifts. The same information is then transferred into the requisite IHT forms which are automatically completed.
Flexibility
Although, DPS comes complete with a standard precedent library, the system is extremely flexible. Adding or omitting standard clauses, sentences and precedents, is easy, as is adding bespoke paragraphs or sentences to a document for an individual matter. This allows you to keep complete control and adapt the system as and when necessary, to suit your requirements.
Quality Management Standards
The high level of procedural control offered by the system is ideal for assisting in meeting the quality management standards required by leading specialist panels such as ISO 9002.
Integration: Outlook™– Web – Classic
If required the whole system can be used from within MS Outlook™, through the Classic DPS program, or through a browser. This gives clients the choice of which method suits which department. A fee earner may be better suited to Outlook™, whilst a secretary may choose a classic view. A work referrer may choose to access files from the web which does not require any local software.
In either case, the whole system is live and gives the same information wherever the system is accessed from Outlook™ 2000+ allows instant communication with your clients and their case files. It allows users to save incoming e‐mail messages directly onto case files by simple dragging and dropping the message(s) onto the relevant file(s) in one easy step or by choosing the file to add selected emails to.
Moreover, the Outlook™ 2000+ diary (Calendar) can be synchronised to DPS’ Tasks (To Do) List for increased efficiency in time management and planning.
Marketing
DPS can be a powerful marketing tool for your firm. It allows you to selectively mail and personalise mailers to target your clients more effectively.
Accounts Integration
The Probate system integrates seamlessly with DPS Cashier Accounting system to give you a complete practice management system for all personnel within your firm.
DPS also gives you the option to add the DPS Cashier Accounting system at a later date, should your future circumstances need to facilitate an accounts system. Benefits of this integration are real-time and bi-directional, so any updates made on one system are automatically accepted and updated on the other system.
The design reduces the time spent on the input and checking of data on two systems, whilst ensuring that accounts data is kept fully up-to-date on case files within all systems.
If you would like further information on this product, or would like to arrange a demonstration, please contact DPS Sales on 020 8804 1022 or alternatively, e-mail us.
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