ProbatePlus - An Integrated Probate Module for Lawgic Florida Wills & Trusts Subscribers
Lawgic and EstateWorks have launched an integrated probate module for Lawgic's Florida Wills & Trusts users called ProbatePlus.
ProbatePlus is based on EstateWorks renowned TruePlan and TrueSettlement products that have been used by large law firms and trust banks for a number of years. ProbatePlus provides Lawgic users with a powerful probate product for a fraction of what banks and large law firms are paying for TruePlan and TrueSettlement.
ProbatePlus Delivers Automated Probate Form Drafting Plus...
Integrated with Lawgic's Florida Wills & Trusts
ProbatePlus is integrated with Lawgic's Florida Wills & Trusts enabling users to transfer client and contact information to ProbatePlus without having to reenter it. Lawgic users can be drafting probate forms in minutes -- saving time on every probate matter and reducing the potential for errors.
ProbatePlus Frequently Asked Questions:
Q: How do I sign up for Lawgic's ProbatePlus module?
Q: What specific Probate forms are available?
Q: How do I enable the ProbatePlus module within Lawgic?
Once you have purchased Lawgic's ProbatePlus module you will need to update your Lawgic environment. You can download the update by logging on to your online Lawgic account then clicking the link to download Florida Wills & Trusts and following the on-screen instructions.
After the update is installed open Florida Wills and Trusts in Lawgic and click "Edit" then "Set Preferences" to open the Preferences dialog box.
Check the "Lawgic ProbatePlus" checkbox then close and restart Lawgic for the changes to take effect.
A "Lawgic ProbatePlus" menu should appear in the menu bar once Lawgic has been restarted.
Q: How is data transferred from Lawgic to ProbatePlus?
Data is transferred from Lawgic to Estate Works in two stages: From Lawgic to the Case Viewer via a Case File, and from the Case Viewer to Estate Works via an Interface File.
If you need to change the information you have already sent to Estate Works, you must update your Interface file and re-send it to Estate Works using an “Update Interface" file type. To do this, go to the Case menu in your Case Viewer, and choose Save Update Interface file.
Important Note: Before doing another import of the same decedent in EstateWorks, (i.e. importing a NEW Interface File for a decedent which has already been imported to EstateWorks), delete the previous case from the ProbatePlus database:
Q: Is ProbatePlus secure?
Q: How many user licenses are included with the Florida probate forms?
Q: What training is available for ProbatePlus?
Q: Who do I call if I forget my password or if I have technical questions?