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Wills and Probate Case Management Software

How DPS Spitfire Wills and Probate Case Management System can make your probate team more efficient

Wills & Probate Case Management Software

Draft wills in minutes

Create wills and mirror wills in seconds, with necessary clauses automatically assembled into a professional quality will.

Automatic Form Completion

Automatic Form Completion

IHT forms and schedules of assets can be produced and automatically completed for you in a matter of seconds.

Document Assembly

Easy Document Assembly

Generate letters, forms and documents quickly and easily with minimal input

Generate Estate Accounts

Estate Accounts

Estate accounts are automatically created as a MS Excel™ spreadsheet allowing further edits if needed

Document Management Software

Flexible Precedent Library

All of our precedents can easily be amended to your specification

Wills & Probate Case Management Software

Create Trusts and LPAs

We also have the option for you to create Trusts and LPAs from within your case management software

Overview

  • The DPS Spitfire Wills and Probate Case Management Software lets you make wills in minutes
  • The system comes with workflows and templates to help you manage probate cases more effectively
  • Forms and documents are automatically completed for you
  • Create Trusts and LPAs quickly and easily

See our other modules or arrange a demonstration by completing the form below:

Will Drafting Software

Help your legal team become more efficient with the DPS Spitfire will writing software - will creation can be as simple as abc. Save time when creating wills by simply filling in some data screens and clicking a button. All the necessary clauses are automatically pulled together and assembled into a professional quality will or mirror will. Create Simple or complex wills for your clients with time saving data entry and full control over the final document.

Document Assembly and Database

Spitfire’s Wills & Probate case management system produces all the letters, forms and legal documents that you need. It really is comprehensive and contains a huge pre-existing precedent bank. Our software looks at a probate case and decides which clauses and paragraphs to use. Then it automatically builds documents tailored to your case based on specific entered data. Of course, in this case it makes Will writing an absolute breeze!

The database is stored so you are not re-entering details such as place of marriage, name of children, executors, beneficiaries and so on, making it easy to recreate a will time and time again.

Probate Software

DPS Probate Software saves time and automates the processes in a probate case. This includes producing all the IHT forms, schedules of assets and estate accounts with minimal fuss.

There is a huge number of time consuming and repetitive work involved in a probate case. Our Probate Software cuts this out and automates it. It has all the standard benefits of a DPS application such as quick, automated efficient production of letters, forms and documents. Diarisation of tasks, monitoring work completed and keeping all case contacts updated.

Minimal data entry for maximum return. Never enter the same data twice, never enter data that can be worked out!

This is all standard for DPS applications, but the probate module goes further by also producing the estate accounts in MS Excel™ allowing further editing if needed.

Spitfire’s Probate Case Management Software makes it easier for your firm to focus on the case on the case at hand while maintaining a high level of efficiency and organisation.

Probate Software – Key features

Document Assembly and Management

Our probate software is fully loaded with a full set of standard precedents including  documents, forms and letters. These are then all automatically completed for you with merged information fully completed.

The supplied precedents include letter templates to types of all contacts including

  • Utility & life assurance companies
  • Banks, building societies and stock brokers
  • Funeral directors,
  • Accountants
  • Will executors or trustees
  • Local authorities
  • Employers

IHT forms, Schedules of Assets, Liabilities & Gifts

Enter the data once and DPS Spitifire's Probate Software produces all the required estate accounts & IHT forms in PDF and MS Excel™ as needed. So you get complete schedules of Assets, Liabilities and Gifts. It then picks the IHT forms you need according to the information you entered and uses the information to complete them for you as well!

Flexibility

Although, DPS Spitfire's Probate Software comes complete with a standard precedent library, it is extremely flexible. You change all our templates or add your own to fit your case. It really is as easy as editing a Word File. This allows you to keep complete control and adapt the system as and when necessary, to suit your needs.

Quality Management Standards

The workflows mean you can easily meet quality standards and such as ISO 9002 or Lexcel. In fact, you can be as workflow system driven or fee earner driven as you please.

Arrange Your Demonstration

Complete the form below and one of our team will get in touch with you to arrange a demonstration.



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