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"From both a management and a staff point of view, the system is very impressive.” 

Karen Herbert, Gwyn George Partnership

You are here: Home > Products > Probate Workflow

Probate Workflow

 

Key processes in the workflow include:

 

  • Immediate actions
  • Routine enquiries 
  • Grant application
  • Inheritance Tax form production
  • Post grant
  • End of administration (including Estate Account Production)

 


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