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Practice Areas
- Wills, Trusts and Probate
Will Writing and Probate Software for Solicitors
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- Written by: Legal Workspace
Legal Workspace is a will writing, power of attorney and probate software for UK solicitors, covering 27 private client matter types for £50 per user.
Private client work runs from simple wills to complex estates and long-running trusts. An estate administration can involve dozens of assets, liabilities, beneficiaries and payments, all of which need recording accurately and reporting clearly to executors and beneficiaries.
Legal Workspace covers 27 wills, trusts and probate matter types, each with its own case fields, so every will, lasting power of attorney, estate and trust is set up properly from the start. Client ledgers keep estate money accurate, and executors can exchange documents with you securely online.
Wills and probate software at a glance
- Matter types: 27 wills, trusts and probate matter types, plus your own
- Estates: assets, liabilities, expenses, distributions and beneficiaries
- Trusts: trust details, trustees, trust assets and distributions
- Money: client ledgers and trust accounting for estate funds
- Price: £50 per user per month, with every feature included
Wills and Probate Software Features
Handle high volumes of wills and LPAs, administer estates in detail and keep trusts organised for years, with estate money recorded accurately.
Estate administration in structured fields
Repeatable fields for assets, liabilities, estate expenses and distributions record the whole estate in one place, instead of in spreadsheets and handwritten notes.
Will writing with your own templates
Single and mirror wills, codicils and both types of lasting power of attorney have their own case fields, and your own will templates fill in client and matter details automatically, saving time on every will.
Trusts recorded for the long term
Trust matters record trust details, trustees, trust assets and distributions, and a dedicated Trust Registration Service matter type helps you keep on top of registration work.
Client ledgers for estate money
Every receipt and payment of estate funds is recorded on the matter's client ledger, with trust accounting, invoices, disbursements and WIP in the same system.
Secure document exchange with executors
Executors and beneficiaries can upload documents securely through the client portal, and you can share documents back without relying on email attachments.
E-signatures where they are allowed
Send client care letters and estate forms for e-signature at no extra cost. Wills themselves must still be signed in the physical presence of witnesses.
See how Legal Workspace would work for your firm
onePlan, every feature, £50 per user per month. Book a free, no-obligation demo and we’ll show you how Legal Workspace would handle your firm’s matters.
27 wills, trusts and probate matter types
Legal Workspace covers the full range of private client work, from single wills and lasting powers of attorney to estate administration and trusts.
- Wills (Single)
- Wills (Mirror/Joint)
- Wills (Codicils)
- Wills (Review/Update)
- Wills (Contested)
- Lasting Power of Attorney (Health & Welfare)
- Lasting Power of Attorney (Property & Financial Affairs)
- Power of Attorney
- Court of Protection
- Deputyship
- Probate (Grant of Probate)
- Probate (Letters of Administration)
- Intestacy Advice
- Estate (Administration)
- Estate (Charity/Legacy Administration)
- Estate (Deed of Variation)
- Estate (Digital Assets Administration)
- Estate (Executor/Trustee Advice)
- Estate Accounts Preparation
- Estate Planning (Inheritance Tax)
- Estate Planning (Post-Death)
- Guardianship (Minor Beneficiaries)
- Trusts (Creation)
- Trusts (Administration)
- Trusts (Testamentary)
- Trusts (Variation/Amendment)
- Trust Registration Service (TRS)
Case fields for wills, estates and trusts
Depending on the matter, you can record:
- Testators, witnesses, will details and codicils
- Executors, administrators and attorneys or deputies
- Beneficiaries, guardians and charity legacies
- Estate and probate details, assets and liabilities
- Digital assets
- Estate expenses and estate distributions
- Gifts and lifetime transfers, and inheritance tax planning
- Deeds of variation
- Trust details, trustees, trust assets and trust distributions
- Court applications
Many of these are repeatable, so you can add as many assets, beneficiaries, executors or distributions as a matter needs. Contentious matters, such as Inheritance Act claims, will disputes and trust disputes, have their own separate practice area with matter types built for litigation.
Something missing? If you need a matter type that isn't listed, you can add your own and create a set of custom fields for it, so Legal Workspace fits the way your firm works.
Frequently asked questions
Will writing software helps solicitors take will instructions, record the details of testators, executors, beneficiaries and guardians, and produce will documents from templates. In Legal Workspace, single and mirror wills, codicils and will reviews each have their own case fields, and you create documents from your own will templates.
Probate software helps solicitors administer estates by recording assets, liabilities, beneficiaries, expenses and distributions in one place, alongside documents, time, bills and the client ledger for estate money.
Legal Workspace covers 27 matter types, including single and mirror wills, codicils, will reviews, lasting powers of attorney, Court of Protection and deputyship, grants of probate and letters of administration, estate administration, deeds of variation, estate accounts, inheritance tax planning, trusts and Trust Registration Service work.
No. Wills must still be signed in the physical presence of witnesses. E-signatures can be used for other documents, such as client care letters and some estate forms.
Yes. Contentious trusts and probate is a separate practice area in Legal Workspace, with matter types for estate litigation, Inheritance Act claims, will disputes, proprietary estoppel claims, breach of trust claims and trustee disputes.
Legal Workspace costs £50 per user per month on a 12-month plan, or £60 on a rolling monthly plan you can cancel at any time, with every feature included and no setup fees.
Yes, we can discuss moving your data from your current system. Data migration is not part of the standard subscription, so we explain what can be imported and agree a price with you before any work starts.
