Onboarding and VOI
Verify clients, executors, beneficiaries, and other related parties from one secure, intuitive interface.
VOI strengthens compliance, supports due diligence, and helps safeguard against fraud and financial abuse in estate matters.
Will search
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.
Searches
Access essential searches from one place, including title searches, National Property Ownership searches, ASIC searches and AFSA bankruptcy checks.
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.
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.
Valuations
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.
Probate Applications (VIC)
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.
Property Lodgment
Facilitate post-probate property transfers, sales, or mortgage discharges through seamless access to SettleIT.
Electronic Signing
Have clients sign costs agreements, client authorisation forms and letters of authority from in one secure platform. They can sign on any device, with no witnesses required.
Track progress in real time and receive instant updates on completion, so your matters move from signing to administration without delay.
Payments
Share trust account details and collect client bank information securely within InfoTrack, reducing reliance on email and SMS while protecting sensitive payment data throughout.
