The new Probate module from DPS Software has been developed for the practitioner who needs to be free of the time consuming and highly repetitive aspects of the probate procedure.
The system manages the matter as a complete case, producing letters and emails to all concerned parties and tracking their responses. In addition, the system creates a set of estate accounts from the assets and liabilities of the estate. Beneficiaries are included on the estate accounts and a distribution account is also prepared, splitting the estate into the relevant proportions after specific legacies are dealt with.
The system also automatically completes all the relevant IHT forms and presents them to the user. The automation of the whole process means that even relatively inexperienced staff can use the software to prepare IHT forms and estate accounts for authorisation.
In addition, the system is fully equipped with the elements expected of a DPS application such as quick and efficient production of letters and documents, diarisation of tasks and work completed monitoring. DPS Probate benefits from further functionality as it can be fully integrated to MS Outlookâ„¢ so that fee earners can work within one system.
The complete automation of the probate process from information gathering through to estate accounts marks out DPS Probate as one of the most comprehensive yet easy to use systems on the market.
DPS Probate is a case management+ product, plus because the system functionality goes beyond case management. The system is equipped with functionality for document preparation, tracking, costing and can link to accounts packages, but it also handles the specialist area of estate accounts. The system automatically decides which IHT forms need to be completed based on the assets and liabilities of the estate. DPS Probate goes the extra mile, setting it aside from its peers and making it the natural choice for fee earners to use.