Advanced: Digitising probate – how advanced is your probate workflow?

17th May 2023 at 12:00 pm - Online

In a recent survey, upwards of 71% of people found probate to be a simple process – especially as the Will was clearly written and drafted. However, 35% of respondents reporting difficulties in the probate process due to the absence of a Will. There are also additional issues when it comes to inheritance tax calculations and administration across the process as a whole.

In this webinar, we will highlight how digital practices are leading the way to reduce the stress of the process and create smoother client journeys during what is oftentimes a difficult period for your clients.

We’ll be highlighting Will registration and Certainty Will Search through The National Will Register, and IHT400 workflows in Cloud Forms as two digital solutions that can streamline your probate cases and minimise risk – as well as the probate workflow within our case management system.

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