Probate, Wills and Estates VIC

Created by Denim Law.

Probate, Wills and Estates VIC

Covering probate, wills and estates, on top of letters of administration for either intestacy or with wills, this workflow is as comprehensive as it gets. Created with experienced professionals in the field, this workflow has a near-exhaustive catalog of required and additional court documents and precedents. Yet exhaustivity means nothing unless there is ease of use, and so we have endeavored to streamline and routinise many of Actionstep’s processes, to ensure your staff will benefit from manageable and guiding workflows.

Further understanding your firm’s efficiency needs, we have customized workflows and automated tasks and steps to ensure both ease of use and helpful guidance, to ultimately lead to resolutions that are both efficient and effective. With further use of Actionstep’s features such as automated emails, allocated tasks and customized data, this add on achieves a complimentary balance between the legal requirements of probate and the efficiency requirements of your firm.

Features

  • Customised workflows
  • Automated letters and court documents
  • Auto-assigned tasks; automated emails
  • Specifically designed custom data

Benefits:

  • Exhaustive precedents
  • Up-to-date workflow specifically designed for probate and wills & estates law
  • Guiding and targeted workflows
  • Essential client and matter details of documents pre-automated

Steps:

  • Initial Contact –> Engagement
  • Advertise intention to apply probate
  • Information gathering
  • Make application for probate or administration
Disclaimer
The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.

Probate Documents:

  • Probate
  • Letter to Client
  • Probate - Surety Guarantee
  • Probate - Supplementary Affidavit of Executor
  • Probate - Renunciation of Probate
  • Probate - Parchment
  • Probate - Originating Motion
  • Probate - Order of the Registrar
  • Probate - Lodging Fee Form
  • Probate - Inventory of assets and liabilities
  • Probate - Form Kit
  • Probate - Exemplification or Office Copy Request
  • Probate - Affidavit of Verification (for renunciation)
  • Probate - Affidavit of Publication of Notice and Searches
  • Probate - Affidavit of Executor
  • Probate - Affidavit of Due Execution
  • Probate - Advertisement Example
  • Probate - Administration Account
  • Lodging Form to NWTS
  • LoA with Will - Parchment
  • LoA with Will - Originating Motion
  • LoA with Will - Order of the Registrar
  • LoA with Will - Form Kit
  • LoA with Will - Affidavit of Publication of Notices and Searches
  • LoA with Will - Affidavit of Administrator
  • LoA with Will - Advertisement Example
  • Letters of Administration - Probate Parchment
  • Letters of Administration - Originating Motion
  • Letters of Administration - Order of the Registrar
  • Letters of Administration - Inventory of Assets and Liabilities
  • Letters of Administration - form kit with fee form
  • Letters of Administration - affidavit of publication of notices and searches
  • Letters of Administration - affidavit of administrator
  • Letters of Administration - Advertisement Example
  • Blank Letter to selected party
  • Letter of Administrator - Supplementary Affidavit of Administrator

Will & Estate:

  • General Power of Attorney - Wife
  • General Power of Attorney - Husband
  • Husband or Wife Will
  • Letter to selected party
  • Power of Attorney (Financial & Personal) - Wife
  • Power of Attorney (Financial & Personal) - Husband
  • Power of Attorney (medical) - Husband
  • Power of Attorney (medical) - Wife

Features

  • Customised workflows
  • Automated letters and court documents
  • Auto-assigned tasks; automated emails
  • Specifically designed custom data

Benefits:

  • Exhaustive precedents
  • Up-to-date workflow specifically designed for probate and wills & estates law
  • Guiding and targeted workflows
  • Essential client and matter details of documents pre-automated

Steps:

  • Initial Contact –> Engagement
  • Advertise intention to apply probate
  • Information gathering
  • Make application for probate or administration

Monthly - $19.00 per user/month*

Outright - $2499 per firm

Outright + Onsite - a full day implementation by Systems specialist and solicitor. $4999. (Customised for your firm)

Install
Price $19.00 per user/month
Author Denim Consulting/Denim Law
Contact

support@actionstep.com

Available in
Practice Pro Enterprise