Stop Wasting Hours on Data Entry
Firms are spending countless hours collecting estate details, beneficiary information, and other critical data. Manually re-entering information from handwritten forms into spreadsheets is inefficient and prone to errors.
This is costing your firm money taking taking time from other high value work.
Structured, Easy-to-Find Probate Case Details
Collecting estate details, beneficiary information, and key documents shouldn’t be a manual, time-consuming process. Simple Probate structures all your probate data in one place, making it easy to enter, locate, and reuse.
With our “tell us once” approach, you input data once, and it seamlessly flows into letters, and probate office forms, eliminating redundant data entry and reducing errors.
Streamline Client Communication
Skip the back-and-forth emails and paper forms. With our dedicated client portal, clients enter their own information directly, saving you time and ensuring accuracy. No more chasing missing details, just structured data at your fingertips, ready when you need it. Simple Probate helps you work smarter, not harder.