Technology Relationships

ProbatePlus works within a broader technology ecosystem designed to simplify estate administration, reduce duplicate data entry and support more efficient processes.

EstateWorks

EstateWorks is a comprehensive workflow and case-management platform created specifically for Trust & Estate organizations. It helps law firms, banks and trust companies make work consistent, visible and reliable across estate planning, estate settlement and trust administration.

ProbatePlus is a product of EstateWorks Systems LLC. Built on EstateWorks technology, it provides a lighter-weight solution for practices focused primarily on probate case management and automated state-specific probate forms.

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Florida Lawyers Support Services, Inc.

Florida Lawyers Support Services, Inc. (FLSSI) is a nonprofit organization that provides authoritative legal forms for Florida lawyers practicing in probate, guardianship, trust and real-property law. Its probate forms are developed with the involvement of the Forms Committee of the Real Property Probate and Trust Law Section of the Florida Bar.

EstateWorks Systems LLC is an official licensed vendor of FLSSI probate forms, which are available pre-filled with case information through ProbatePlus.

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Lawgic

Lawgic provides sophisticated document-assembly software for estate-planning attorneys. Its Florida Wills & Trusts system helps practitioners produce customized estate-planning documents through a guided drafting process.

Following the death of a Lawgic estate-planning client, ProbatePlus can import the decedent and contact information from Lawgic to create a new settlement matter.

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DecisionVault

DecisionVault is a secure client-intake portal designed for estate-planning professionals. It gives clients a convenient way to provide information online and gives attorneys structured information they can review, use and transfer into their legal technology.

ProbatePlus works with DecisionVault to reduce repeated data entry by importing client and contact data from DecisionVault to create new matters in ProbatePlus.

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Simplify Your Probate Workflow

See how ProbatePlus can help reduce repeated data entry, organize case information and generate probate forms efficiently.