A simple web-based case-management system that generates state probate forms quickly and easily in MS Word.
Generate official probate forms pre-filled with your case data.
Enable everyone to track the progress of each case in one system.
Generate reports on-demand to highlight potential issues.
Generate FLSSI Probate Forms and key Broward, Lake, Manatee, Miami-Dade, Orange & Palm Beach County forms pre-filled with case data.
Enter and review decedents, contacts, roles and dates for your cases with a simple interface.
Capture your case notes and schedule email alerts and ticklers.
Contact our experienced US-based team for help when issues arise.
Export estate planning data from Lawgic when the client passes.
Adapt our templates to have your firm documents generate with case data.
Some of my attorneys still want me to add a notary block to the new Forms 312 & 313. Thank you so much for creating a version that enables this.
Michelle T
FL Paralegal
Thanks for the forms, they look great and it's nice to have everything in one place. We appreciate what you’re doing. You’re the best.
Betty S
We originally bought ProbatePlus for the forms, but the impact has been much more profound.
Jeff A
FL Attorney
$1295 / year up to 5 users.
Payment is due annually in advance.
Individual users can log in and be assigned to cases
Do you have FLSSI Forms? Do you have FLSSI Forms?
We use the FLSSI probate forms for Florida, and we are one of their official partners. We also provide key county probate forms for Broward, Lake, Manatee, Miami-Dade, Orange & Palm Beach Counties. We do not provide Guardianship forms at this time.
Do you have County Probate Forms or Checklists? Do you have County Probate Forms or Checklists?
We try to offer key county probate forms and checklists for Broward, Lake, Manatee, Miami-Dade, Orange & Palm Beach Counties. This is very much a collaborative effort with our customers as several counties have very poor systems for publishing and maintaining their forms.
What word processor do I need? What word processor do I need?
You will need Microsoft Word. The FL probate forms will download as Rich Text Format files, which will open up in Word. Wordperfect and Pages can have problems with some of the formatting of theses files.
Are there any checklists or financials? Are there any checklists or financials?
ProbatePlus does not include checklists or detailed financial tracking of estates. If these functions are important to your practice, you may want to checkout our full EstateWorks product here.
How does ProbatePlus interface with Lawgic? How does ProbatePlus interface with Lawgic?
If you have a planning matter in Lawgic which becomes a settlement case, you can export the client and contact details that you have already entered from Lawgic into ProbatePlus.
Can I get ProbatePlus for states other than Florida? Can I get ProbatePlus for states other than Florida?
We also offer ProbatePlus for MA and CT.
Are there any restrictions during the trial? Are there any restrictions during the trial?
The aim of the trial is for you to be able to experience how ProbatePlus functions, how forms are generated, and the range of forms that is available. During the trial, your version of ProbatePlus will generate probate forms with a "Trial Only" watermark and some other artifacts. You should not use these documents generated from the trial version for submissions. Once you have subscribed, your version of ProbatePlus will generate the current, standard forms.
What happens to my data if I don't subscribe — or if I cease to be a subscriber? What happens to my data if I don't subscribe — or if I cease to be a subscriber?
If you choose not to subscribe, we will erase your trial version of ProbatePlus and any data associated with it. If you cease to be a subscriber, we can send you your data or delete it - more details are included in the License Agreement.
Sign up for a Free 14-Day Trial and see how ProbatePlus can help your practice.