Florida or Massachusetts
Probate form completion
is a major bottleneck
for you

ProbatePlus

Save time, reduce errors and boost productivity

ProbatePlus enables probate professionals to save time and earn more by automating probate form drafting and providing case management reporting.

The Florida state-specific version of ProbatePlus includes 175+ probate forms that include everything you need for abbreviated and formal probate proceedings, generated in Word. EstateWorks is an approved FLSSI forms provider, and our probate forms are authored by the Forms Committee of the Real Property, Probate and Trust Law Section of The Florida Bar. We also include pdf forms for specific counties.

The Massachusetts state-specific version of ProbatePlus includes the key probate forms needed for probate proceedings, including the new UPC forms issued in 2012. The MUPC forms are generated as pdf files, with added functionality to simplify usability.

ProbatePlus also includes commonly used federal forms and customizable letter templates for automating communication with clients, financial institutions, courts, the IRS and more.

Get a free 14-day trial for ProbatePlus with Florida or Massachusetts Probate Forms.




Features

  • Single data entry drives automated completion of FLSSI (Florida) or OPC (Massachusetts) probate forms
  • All case information kept in secure database that is immediately accessible, from anywhere at anytime
  • Significantly reduce the risk and disruption of losing case information or key personnel
  • No software to install, maintain or support
  • Client and case management capabilities designed specifically for Trusts & Estates including key probate and tax details and contacts




  • Electronic case notes, viewable by all team members, can also be emailed to interested parties
  • Reminder emails for key dates
  • Standard reports for 706 Tax Status, Probate Dates, Contact lists and Notes
  • Comprehensive library of automated FL and MA probate forms, continuously curated to reflect the latest versions approved by FLSSI and MA OPC

Show Florida Probate Forms

Show Massachusetts Probate Forms

Lawgic

Lawgic and EstateWorks have developed a seamless interface to enable case details to be securely transferred from Lawgic to ProbatePlus when a Planning Case created in Lawgic needs to become a Settlement Case in ProbatePlus.

Upgrade to EstateWorks

ProbatePlus is upgradeable to the EstateWorks fully-featured workflow and case management solution.