Designed with the busy practitioner in mind, Sweet & Maxwell's Probate Plus CD-ROM is a powerful probate and calculation package, helping you to easily manage the administration process. Adding a new matter is straightforward and once entered can be viewed instantly at any time. It enables you to track estate inventory, funds and events, and produce clear accounts at any time during the administration, with automatic self-balancing recalculation to reflect the progress of the administration. What can Probate Plus do for you? Probate Plus is a multifaceted tool that provides you with everything you need for practice management. It can handle any number of estates at one time, caters for an unlimited number of assets, beneficiaries and legatees, reminds you of important dates and records address details.
Other key features include: * Acts as a control during administration and guards against over distribution Integrates with fill-and-save editions of Adobe AcrobatO to provide filling of forms such as the IHT200 * Self-balancing, auto calculating, and provides an overall balance sheet view of the estate * Tracks cash in the estate, making it easy to reconcile transactions with your client, office and deposit accounts * Displays paid and unpaid items, modifying the amount due to beneficiaries accordingly * Automatically revalues the estate after realisation or appropriation of assets * Tracks inheritance tax payments and can assign inheritance tax only to those who are non exempt * Easy reconciliation of accounts * Records addressee details for every event * Offers in-depth reporting such as income received per tax year, per tax rate, grossed up if necessary * Separates income and capital * Can be used on a network or stand alone basis.
Easily scaled to the largest of practices through the use of optional clientserver database software * Enables everyone in the probate department to adopt a standard, transparent format, making it invaluable for checking and managing the progress of every fee earner's files Pay for what you use The system is highly cost-effective. You pay-as-you-go, using up a unit each time you add a new matter to Probate Plus. An initial purchase covers the software and a HASP adaptor which plugs into your computer in order to manage the use of Probate Plus. You also get two free units with your initial purchase. Further units can be ordered as and when you need them. This pay-as-you-go method means that the cost of Probate Plus relates directly to the amount of probate work you undertake and you can charge your costs back to your client. Once we receive payment, you will receive 2 free tokens. Please contact the helpdesk on 0845 850 9355show more