Probate Case Management - Trust And Estate Accounting Software

Custodiens® is a powerful Trust & Probate Case Management & Accounting solution and is one of our flagship products.

Custodiens Probate Solution is one of the leading legal software solutions in the UK to specialise in the area of Trust and Probate work. This software includes full Trust and Probate Accounting, and the production of IHT forms and probate case management.

Leading Legal Practice, Martineau Johnson are just one of our prestige firms who use the software - Michael Brown Legal Executive for the firm states that "the software has given them increased profitability and more effective Case Management".

Our Probate Software solution (Custodiens®) provides any legal firm specialising in the area of Trust and Estates with a total solution. It offers a dedicated software solution, delivering time-saving benefits to fee earners handling Trust & Probate cases. Custodiens® is easy to use and unlike most form filling products as it offers a full Trust and Probate Accounting package combined with Trust and Probate Case Management.

The Probate Case Management software is fully integrated with the estate accounts, so that figures are calculated and automatically added to the required tax forms or other reports. The package operates as a single user package or multi-user networked system and, if required, can be fully integrated with other Cognito legal software platforms to create greater Practice efficiencies.

Why Choose our Probate Software

• Automated Estate Account Reports that can be run at any time in the estate with full version control
• Automated IHT form suite and calculations
• Input assets and liabilities once and this populates the forms, the Estate Account Report and also gives headers for the transactions for paying liabilities, realising assets and distributing to beneficiaries for example
• Easy to view and access capital and income ledgers where the separate accounts can be seen, i.e. client account balance or inheritance tax owing
• A full caseflow is included where your letters/oaths can be added into the systems thus avoiding repetitive dictation
• You can build your own database of shares which are then allocated to the matter. the system is also sophisticated enough to deal with disposing of shares and demergers etc
• Reports can be run at any time giving the user a snapshot of the current financial situation. This includes estimated values and a trial balance (summary or detailed) and audit trail
• The system can be bespoked to provide attendance notes templates at the click of a button in the "express" menu
• Fully integrated time recording mechanism that the fee earner can post at the end of the day with a few clicks thus saving time allocating this to support staff
• Date of death balances protected-these cannot be overwritten easily thus giving protection from human error
• Full database of contacts thus enabling the user to add a local bank once and then this can be allocated to multiple matters allowing the user to search, select and add to a matter without having to type the address in again and again

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Email us at info@cognitosoftware.co.uk