 Probate
The primary focus of the system is to produce estate accounts, schedules of assets and IHT forms quickly and with minimal fuss. 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.
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. The supplied precedents include all letters to utility, life assurance companies, banks, building societies and stock brokers, funeral directors, accountants, executors or trustees, local authorities, employers and any other party involved. These precedents deal with information gathering and instructions regarding the estate. Oaths, notices to local papers, trustee act 1925 section 27 notices are included as are all the relevant IHT forms and tax calculations.
All information relating to the matter, such as the client’s name, the asset holders names or reference codes, asset and liability values are entered once onto the system, which reduces the time spent on manually completing time consuming and often highly repetitive work.
The system itself then produces all the IHT forms, schedules of assets and liabilities and a full set of estate accounts all in excel format. Any amendment to the assets and liabilities means the full set of accounts can be recreated at the click of a button.
Users even with only basic typing skills can use the system competently, as DPS does 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.
DPS uses drag and drop functions to allow you to scan incoming letters and automatically drag and link to any case file in the system. Faxes and e‐mails can also be linked to files in the same way.
IHT forms, Schedules of Assets, Liabilities & Gifts
DPS Probate produces 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. The Outlook™ 2000+ (2003/2007/2010) 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 Accounts system to give you a complete practice management system for all personnel within your firm. it also gives you the option to add the DPS Accounts system at a later date, should you need to. Benefits of this integration are real-time and since the same database is used there is never any out of date information held.
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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