Wills & Probate

Wills, probate, estates, trusts and LPAs.

Typically starts with: A will, probate, estate, trust, LPA or inheritance dispute.

Book a demo Other areas

The matter, end to end

A workflow built for wills & probate.

01 Intake

02 Wishes / assets recorded

03 Draft

04 Review

05 Signing / witnessing

06 Storage / registration

07 Close

Information & documents

•ID
•Family details
•Assets
•Death certificate
•Existing will
•Beneficiaries

How it ends

✓Will signed
✓Probate granted
✓Estate administered
✓Dispute resolved

What we watch for

!Capacity concern
!Missing death certificate
!Executor dispute

This is a starting point, not a straitjacket.

The Wills & Probate template gives your firm sensible defaults from day one — then you tailor the intake questions, checklist, tasks and statuses to match exactly how your team runs the work.

See it on your matters

Related practice areas

Immigration

Visas, asylum, appeals, citizenship and sponsor licences.

Family

Divorce, child arrangements, financial settlements and domestic abuse.

Employment

Dismissal, discrimination, redundancy and settlement agreements.

Education

School appeals, exclusions, SEN and university disputes.

See Fitzentic run your firm.

Book a 30-minute walkthrough, or start a free trial and explore it yourself.

Book a demo Start free trial