An estate is a long file with other people's money in it and dates that do not move. The administration runs for months, the money belongs to the estate rather than the firm, and the beneficiaries will ask what was done and when. The file keeps the money on its own ledger, the dates in the diary, and the record of both in one place.
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Every step below is a screen in the product today, not a roadmap.
Open the estate as a matter with the deceased, the personal representatives and the beneficiaries as parties, each screened and each with their own due diligence.
Estate money goes to the client account on the estate's own ledger. It cannot be overdrawn, every movement is dated and reversible only by reversal, and the reconciliation covers it like any other client money.
The grant and the inheritance-tax dates go in the diary when the file is opened, so the ones that carry interest are not the ones anybody has to remember.
Bill at each stage of the administration rather than once at the end, with time captured on the file becoming the bill, and the firm's costs leaving the client account only against a bill delivered.
Every receipt and payment on the estate ledger, in date order, is the estate account the personal representatives and the beneficiaries are entitled to see.
The estate's own ledger inside the firm's client account, with the five-weekly reconciliation and the accountant's report pack covering it.
How it works →The grant and the tax dates, counted and diarised, on the same engine that counts clear days under CPR 2.8.
How it works →Time on the file becomes a bill at each stage, VAT-aware, with the client-account transfer refused until the bill has been delivered.
How it works →Correspondence, attendance notes, the parties and the money all sit on the matter, so a question from a beneficiary is answered from the file rather than from memory.
How it works →There is an inheritance-tax calculator among the public tools, and it says what it assumes. The file diarises the dates; it does not file the return for you, and it does not pretend the figures are advice.
On the client account, on a ledger in the estate's own name. It cannot be overdrawn, and the firm's costs leave it only against a bill that has been delivered.
Yes. Time captured on the file becomes a bill at any stage of the administration, and each one is a document the firm issues in its own name.
Not in England & Wales, so the software does not apply one. Your charges come from your retainer and the time recorded on the file.
Every plan, including Solo. Probate runs on matters, the client account and billing, which are in all four packages. The plan decides how many people may sign in, nothing else.
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