Our wills & estates experience brings together the tools you need to manage matters with precision, clarity and speed.
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From verifying the identity of your clients and beneficiaries, to tracing wills, searching for titles, securing valuations and streamlining probate applications, we’ve simplified the most complex parts of estate practice into one seamless interface.
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It’s not about reinventing your workflow, it’s about enhancing it to give you back time, reduce risk, and help deliver great outcomes for your clients.
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*For NSW and VIC LEAP usersÂ
Access essential searches from one place, including title searches, National Property Ownership searches, ASIC searches and AFSA bankruptcy checks.
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Conduct due diligence on your clients, and deceased estates to better understand the asset pool, and search on the beneficiaries or other parties to ensure accurate distribution of assets and compliance with court requirements.
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Our PEPs (Politically Exposed Persons), Sanctions and Adverse Media search helps embed AML/CTF requirements into your client onboarding process, reducing duplication, streamlining operations and helping you focus more on delivering exception legal services.
Verify clients, executors, beneficiaries, and other related parties from one secure, intuitive interface.
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VOI strengthens compliance, supports due diligence, and helps safeguard against fraud and financial abuse in estate matters.
Search across a database of more than 2 million wills to confirm the most recent version and reduce the risk of probate requisitions.
Opt-in to a comprehensive missing will search, saving time on manual enquiries with banks, law firms, and registries.
Order fast, instant valuations of property and vehicles through trusted, third-party valuers. Integrations with RP data and Red Book give you confidence in the numbers that support estate valuations, probate applications and estate division.
Complete Victorian probate and letters of administration applications directly within your Practice management system. InfoTrack will advance the hefty court fees on your behalf to ease cash flow pressures.
