Florida-specific probate form generation and estate administration software. Generates pre-filled FLSSI probate forms with case data. Part of the EstateWorks platform for estate planning and settlement. Allows custom document template merging. Currently Florida-only (FAQ asks about other states). Website: probateplus.com. Made by EstateWorks. Note: a separate UK product called ‘Probate Plus’ by Law Systems (since 1992) also exists — the two are unrelated. Capterra has a listing. SoftwareFinder and SourceForge listings exist but reviews are sparse. Very niche — Florida probate practitioners only. 195 LinkedIn followers, no website in our data (should be https://www.probateplus.com). No pricing publicly found. No Reddit discussions.
Capabilities
Spans 5 product areas: Trusts & , Estates , Practice, Document Automation and Assembly, Matter Management.
Workflow Coverage
Based on published feature listings, this tool maps to 7 workflow areas:
- Document Drafting & Automation — Automated Document Generation and Assembly, Conditional Logic Support, Language Support for International Languages, Process Automation (+10 more)
- Firm Operations & Growth — Integrations with Document Management Systems, Integrations with CRM, Integrations with Digital Signature Apps, Task Management
- Document Review & Management — Document sets/Packages Supported, Extranets or Portals for Document Sharing, Version Control, Litigation Management
- Filing & Compliance — Encryption in transit, timelines, Audit Trail Logging
- Communication & Collaboration — Collaboration Tools for Document Automation, Integrations with Business Process Systems
- Billing, Time & Finance — Matter budgeting
- Client & Matter Lifecycle
Workflow mappings derived from published feature lists. Not independently verified.
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Workflows
Based on practitioner evidence, Probateplus is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems Probateplus addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
Small firm creates the same lease, will, motion to dismiss, or discovery request from scratch every time — no forms library, no document automation, and setting up templates in most PM tools requires a consultant
Estate planning attorney drowning in intake paperwork and document formatting spends more time on administrative tasks than substantive legal work, limiting how many clients they can serve
Estate planning attorney finished drafting the trust but the trust funding part — retitling the house, updating bank accounts, transferring brokerage assets — is a manual nightmare of phone calls, paperwork, and follow-ups that takes weeks and often doesn't get done, leaving the trust unfunded and useless when the client dies
Where it fits in your workflow
Community Data
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