For law firms, accountants, will writers and probate service providers
You handle the estates. Probate Toolkit Pro handles the paperwork. Auto-populated IHT forms, guided workflows, pre-populated correspondence, and estate accounts — all built from the information you enter once. Start your own cases or receive pre-organised referrals from our DIY executor network.
Why legal and probate teams choose Probate Toolkit Pro
You may find yourself re-entering the same information across multiple forms, building estate accounts from scratch for every case, writing the same notification letters by hand, or chasing tasks across email threads and spreadsheets. These things slow you down, and they do not need to.
Information flows through to IHT forms, letters, and accounts automatically. No re-keying the same figures in different places.
Every stage, every outstanding item, every communication — in one place, for every case you handle.
Take on more cases without adding administration overhead. Less time on data entry, more time on the work only you can do.
Reduced risk of errors from manual re-entry. Auto-populated forms reviewed and submitted with confidence.
Receive cases from executors who need professional help, with the estate file already built and organised.
Part of a complete client lifecycle platform connecting MyDigiSafe, DIY Probate Toolkit, and WillWriter Pro.
Probate Toolkit Pro supports your expertise. It does not replace it.
Who uses Probate Toolkit Pro
The platform is designed for the full range of professionals involved in probate and estate administration.
| Who | How they use it |
|---|---|
| Law firms | Case management for probate matters, IHT forms, estate accounts, correspondence, workflow. Replaces manual processes and spreadsheets. Suitable for firms handling probate as a specialism or alongside a broader practice. |
| Accountants | Estate administration and IHT compliance for clients. Auto-populated IHT400 and schedules from data already entered. Estate accounts produced automatically. Particularly strong for practices advising on complex IHT. |
| Will writers | Natural extension of the will writing relationship. Supports executors through estate administration after the client's death. Connected to WillWriter Pro — cases flow seamlessly between platforms. |
| Probate service providers | Specialist probate businesses handling estate administration professionally. Full workflow support from instruction through to distribution. Panel membership available for post-Grant administration. |
The two ways cases reach you
Open a new case for any client, enter the estate details, and work through the full administration using the platform's guided workflow. You get organised from day one — every asset, liability, beneficiary, and document in one place.
When an executor using our DIY Probate Toolkit needs professional help, panel members are notified. You receive the case with the estate file already built — assets recorded, letters sent, checklists completed. You pick up where the executor left off.
The ecosystem — a connected probate platform
Probate Toolkit Pro connects to MyDigiSafe, our secure digital vault where clients store their documents and wishes during their lifetime. When a client dies, the executor accesses the vault and their information flows directly into the DIY Probate Toolkit. If the executor needs professional help, the case upgrades to Probate Toolkit Pro — pre-organised and ready to work from. WillWriter Pro connects referring agents throughout. No competitor offers this end-to-end pipeline.
Secure digital vault. Clients store documents and wishes during their lifetime.
Executors navigate straightforward estates themselves, building the estate file.
Professional platform. Cases arrive pre-organised from the executor's file.
Connects referring agents throughout the client lifecycle.
What practitioners say
"Testimonial placeholder — law firm. Specific outcome preferred, e.g. 'The IHT form auto-population saves me two hours per case.'"
— Law firm
"Testimonial placeholder — accountant or will writer."
— Accountant
"Testimonial placeholder — probate service provider."
— Probate service provider
Register today and open your first case. The per-case fee is 100% recoverable as a disbursement from the estate — your firm pays nothing.
No monthly fees. No setup costs. No annual commitment. Your first invoice arrives at month end after you have used the platform.