Wills & Probate

Wills and Probate Case Management Software

Wills and probate matters require careful handling of sensitive information, clear processes, and accurate documentation. Mayda provides a flexible case management system designed to help firms manage wills, probate, and estate administration efficiently from initial instruction through to estate distribution.

With configurable workflows, automated document generation, and structured data capture, Mayda enables firms to streamline administrative work while ensuring each matter progresses smoothly and accurately.

Built for the Wills and Probate Lifecycle

Mayda supports the full lifecycle of wills and probate matters, from drafting wills and estate planning through to probate applications and estate administration.

Structured workflows help ensure key steps are followed, deadlines are managed, and all required documentation is easily accessible throughout the process.

Automate Administrative Tasks

Wills and probate work involves detailed records, correspondence, and procedural steps. Mayda helps reduce administrative workload by automating repetitive tasks such as case progression, reminders, and document creation.

Automation helps maintain consistency across matters while allowing fee earners to focus on advising clients and managing estates.

Capture and Manage Key Case Data

Wills and probate matters require accurate records of assets, beneficiaries, and estate information. Mayda allows firms to capture and organise all relevant data within a structured case file.

Key information such as client details, estate assets, liabilities, executors, beneficiaries, and important dates can all be stored centrally and accessed easily when needed.

Generate Documents Faster

Mayda enables firms to create reusable templates for common wills and probate documents, automatically populated with client and estate data.
Examples include:

• Client care letters and engagement documents

• Draft wills and testamentary documents

• Probate applications and inheritance tax forms

• Executor and beneficiary correspondence

• Estate administration letters and notifications

• Estate accounts and distribution documents

   

Document automation ensures consistency across matters while significantly reducing preparation time.

Wills and Probate Matter Types

Mayda can be configured to support a wide range of wills and probate matters, including:

• Will drafting and estate planning

• Probate applications

• Estate administration

• Trust administration

• Inheritance tax matters

• Disputed wills and probate litigation

   

Workflows, templates, and reporting can be tailored to suit the specific requirements of each matter type, helping firms manage wills and probate work efficiently and professionally.