Estate administration
from death to distribution.
Probate combines legal complexity with the need for sensitive client communication. Obiter manages the administration workflow — from registering the death to final distribution — with automatic time recording and clear client communication throughout.
The Probate challenge
Probate and estate administration carries a unique administrative burden. Each matter demands co-ordination across banks, investment houses, HMRC, the Probate Registry, and multiple beneficiaries — often while clients are grieving. Complex estates with agricultural land, business interests, or foreign assets can mean months of gathering, valuing, and reporting before a grant is even applied for. And throughout, the solicitor carries personal liability if assets are distributed incorrectly or tax is underpaid.
Grant of probate applications are paper-intensive and easy to delay
Estate asset and liability collection spans many different institutions
IHT calculations are complex, especially with business or agricultural property
Beneficiary distributions must be accurate to avoid personal liability
Contentious probate adds litigation complexity to estate work
How Obiter helps Probate solicitors
Six purpose-built tools covering every stage of the probate lifecycle — from the initial grant application to the final estate account and distribution.
Grant Application Tracking
Manage PA1P and PA1A grant applications — with asset and liability collection checklists, HMRC IHT400 submission tracking, and Probate Registry correspondence.
Estate Asset Register
Comprehensive asset register covering property, savings, investments, insurance, and business interests — with valuation dates and confirmation letters.
IHT Calculation
Calculate inheritance tax liability including reliefs — BPR, APR, transferable nil-rate band, residence nil-rate band — with automatic Form IHT400 data population.
Beneficiary Management
Track beneficiaries, their entitlements, interim distributions, and final account sign-off — with automatic estate account preparation.
Creditor Management
Manage estate debts, funeral expenses, administration costs, and creditor claims with priority and payment tracking.
Contentious Probate
Full litigation workflow for contested wills, TLATA claims, and 1975 Act claims — with CPR deadline tracking and costs budgeting.
3 weeks
faster grant of probate applications with automated asset collection
Built on the complete Obiter platform
The Probate engine sits on top of the full Obiter platform — so every estate matter also benefits from AI-assisted client correspondence, automatic time recording, firm-wide AML and KYC compliance, a branded client portal, and a complete audit trail. Sensitive estate administration requires exceptional communication; Obiter delivers it without adding to your team's workload.
- AI email drafting & sensitive client correspondence
- Automatic time recording from activity
- Firm-wide AML & KYC compliance hub
- Branded client portal with document signing
- Full audit log for SRA compliance
- Integrated billing & invoicing
Ready to transform your
Probate practice?
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