Wills and probate

Legis provides the most intuitive and effective case management tool available today. Like all of our products, the Wills & Probate module comes with a comprehensive range of documents and features that will enable your firm to speed through your daily workload. Should you have any special requirements, Legis can be rapidly tailored to an unprecedented level. Legis users can easily select, arrange and customise appropriate clauses for drafting Wills, and fully track all assets and liabilities when handling Probate. Probate forms, including the IHT 200, can be generated and populated directly from data stored in the database.

A fast and effortless inception process allows you to enter as much or as little information as you have available. Changing or adding to this data at any future point is simple and allows rapid customisation of your client’s requirements, while automatic checks reduce or eliminates costly mistakes.

Naturally, accurate and effective management of assets and liabilities is a critical aspect to those working in Wills & Probate. Our simple stepwise methods makes the once onerous task of storing and tracking these items quick and easy.

Multiple Clients. Unlimited related parties (Agents, Banks, Building Societies, Insurers, etc.). Parties maintained centrally. Links between parties allow salutations to be personalised.

Full tracking of all disbursements and fees is a major feature. Individual entries can be flagged as ‘Paid’, ‘Unpaid’ or ‘To be paid’. Financial control is maintained through special billing processes enabling you to keep accurate track of the financial position of the matter. Reports can be output to Excel or Word.

Document management and production under Legis is simple. Single letters, wills or indeed whole bundles of documents are produced and stored for you effortlessly. The resultant output can be printed, emailed, faxed etc. as required. You can also decide if you want all your incoming documents, whether by letter, email, or fax, stored within Legis.

Imagine the cost and efficiency benefits of having all the information for each matter, completely organised and ready for you to deal with the next step, often by little more than selecting from a few options. Making complex tasks simple is what makes Legis special; enhancing throughput, improving accuracy and reducing overheads.

Incorporated within all Legis applications are a wide range of facilities to report on information held within the system. Additional reports can be customised to meet individual requirements speedily.

Reports can be printed or sent to Word, Excel etc. as required.

Legis not only supplies a comprehensive on-line context sensitive help system, but it can be easily extended to include guidance on legal processes, in house policies, and procedures for training new staff.

Legis is fully integrated with Laserform (and supports viewing Oyez). Forms are filled in automatically using the information recorded in Legis and leaves little, if any, need for final editing. Completed forms are stored for rapid future retrieval and adjustment. As an example, probably the most important form, IHT 200, is populated automatically by built in processes saving significant time and resource.