Wills and Probate Case Management Software
The DPS Spitfire Wills and Probate Software enables you to manage your client's estate with ease and create the finest quality wills in a matter of seconds.
Sign up for your free demo to find out how you can:
- Create wills and mirror wills quickly and easily
- Manage your clients' estate efficiently and effectively
- Protect your clients' health and financial wellbeing with our LPA module.
Perfect for anybody dealing with a client's wills, probate and LPA, the DPS Spitfire Wills and Probate Software will make the job quicker and easier.
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You can protect your client's assets by creating professional quality wills and LPAs and manage their estate after death, including the production of estate accounts with just a click.
With our wills and probate software, you can produce all of this from wherever you are, meaning you can produce a will or LPA whilst at a client's home, on the way back to the office, or even from your own home.
You will have a modern, agile and efficient wills and probate team able to meet all of your clients' needs.
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.
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 tasks 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.
How DPS Spitfire Wills and Probate Case Management System can make your probate team more efficient
Draft wills in minutes
Create wills and mirror wills in seconds, with necessary clauses automatically assembled into a professional quality will.
Automatic Form Completion
IHT forms and schedules of assets can be produced and automatically completed for you in a matter of seconds.
Easy Document Assembly
Generate letters, forms and documents quickly and easily with minimal input
Estate accounts are automatically created as a MS Excel™ spreadsheet allowing further edits if needed
Flexible Precedent Library
All of our precedents can easily be amended to your specification
Create Trusts and LPAs
We also have the option for you to create Trusts and LPAs from within your case management software
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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 stockbrokers
- Funeral directors,
- Will executors or trustees
- Local authorities
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!
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.
- 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
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