Our services
A modular back office you can draw on matter by matter, or task by task — across four areas. Take the whole administration off your desk, keep the practice compliant, grow the wills bank, and run it all on the platform your firm already uses.
Probate and administration applications, asset and liability processing, wills digitisation, estate accounts, and institutional notifications — returned lodgement-ready for your practitioner.
See the five services below ↓AML/CTF (Tranche 2), verification of identity, file and trust-account reviews, retention and destruction, privacy and cyber uplift — the compliance load of an estates practice, carried.
Explore compliance →Will-review and client re-engagement campaigns, referral partnerships, local search and answer-engine visibility for probate, and productised fixed-fee offers.
Explore marketing →Specialist digital-asset services for deceased estates, delivered on the Clio and Microsoft 365 platform your firm already runs on.
Digital assets → The platform →Estate administration
Hand us the whole administration, or just the parts that consume your team's time.
We prepare complete applications for grants of probate and letters of administration — drafting the summons, affidavits, inventory of property and supporting documents, checking against the relevant court's requirements, and returning a lodgement-ready file for your practitioner.
More information →We identify, confirm, value and collect the assets and liabilities of the estate — contacting banks, superannuation funds, share registries, insurers and other institutions, obtaining date-of-death balances and valuations, and building a clear asset and liability schedule.
More information →We digitise your paper wills, deeds and safe-custody documents into a secure, indexed and fully searchable archive — reducing physical storage, protecting original documents and making retrieval instant when a client passes or requests their will.
More information →We prepare estate accounts, distribution schedules and administration documentation, track receipts and payments across the administration period, and keep the file organised through to distribution and finalisation.
More information →Estate administration generates a high volume of notifications, forms and chase-ups. We manage that correspondence end to end — notifying asset holders and government agencies, completing institution-specific forms, and following up until each matter is resolved.
More information →A specialist capability for the digital side of an estate: locating cryptocurrency and bank accounts, discovering online and social media accounts, recovering data from failed or locked devices, and securely erasing or destroying hardware.
Explore digital asset services →Tell us where your team loses the most time and we'll suggest a starting point.