Outsourced estate administration support for law firms
Estates Back Office handles the process-heavy work of estate administration — grant applications, asset and liability searches, institutional notifications, estate accounts and wills digitisation — so your practitioners can spend their time on advice, not administration. We work quietly behind your brand, to your standards.
Why firms work with us
Estates work is cyclical and admin-intensive. We give your practice a scalable back office that flexes with your matter load, applies a consistent process to every file, and keeps your fee-earners focused on billable, client-facing work.
Absorb spikes in probate and administration work without recruiting, training or carrying fixed overhead, and scale back just as easily when the caseload eases. We flex up and down with your files, so the practice can take on more estate matters at a predictable cost while your fee-earners stay focused on billable, client-facing work.
Every matter follows the same documented workflow, with built-in review points at each stage, so nothing is missed and file quality stays uniform no matter which practitioner is involved. The result is the same dependable standard on every estate — clean, complete files that are easy to review, settle and lodge.
Our principal is a practising solicitor (NSW), so the professional conduct and ethical duties that bind your firm — confidentiality, conflicts and integrity — bind Estates Back Office too. All work is performed onshore in Australia with secure document handling, and your firm remains the client's solicitor of record throughout.
What we do
Preparation of grant of probate and letters of administration applications, ready for your practitioner's review and lodgement.
More information →Identifying, valuing and collecting estate assets and liabilities — banks, super, shares, insurers and more.
More information →Scanning, indexing and secure digital archiving of your wills and deeds register, with a searchable custody index.
More information →Preparation of estate accounts, distribution schedules and administration paperwork through to finalisation.
More information →Managing the volume of institutional notifications, forms and follow-ups that estate administration generates.
More information →Locating and dealing with cryptocurrency, bank accounts, online accounts and data on devices for deceased estates.
More information →More than administration
Running an estates practice well takes more than processing files. It takes current compliance, a steady pipeline of the right clients, and technology that holds it all together. Alongside estate administration, we support the compliance, marketing and platform sides of the practice — so the whole thing runs.
Keep the practice audit-ready: AML/CTF (Tranche 2) programs, verification of identity, file and trust-account reviews, retention and destruction, privacy and cyber. The obligations that now sit on every estates file, handled behind you.
Explore compliance →Grow and protect the wills bank — will-review campaigns, referral partnerships with funeral directors, planners and accountants, local search and answer-engine visibility for probate, and productised fixed-fee offers.
Explore marketing →We work inside the platform your firm already runs on — Clio for matters and trust, Microsoft 365 for documents, security and automation — so the back office plugs straight into your systems, onshore and secure.
See the platform →How it works
Send us the file details through our secure portal. You tell us which parts of the administration you want handled.
We complete the searches, drafting, notifications and collation to your firm's standards, keeping you updated at each milestone.
Work is returned ready for your practitioner to review, settle and lodge or send under your firm's name.
We help carry the matter through to distribution and closing, with a complete, well-ordered file at the end.
We only do estates. That focus means we understand court requirements, institutional processes and the documentation an estate file needs — and we keep the practitioner in control of every legal decision.
Part of a bigger picture
Estates Back Office is the wills-and-estates arm of JurisIT, the legal technology, compliance and automation consultancy for small law firms. JurisIT transforms how a firm runs — its technology, its compliance and its automation, on Clio and Microsoft 365. Estates Back Office takes that same platform and expertise and points it at one thing: running your estates practice.
If you need the wider transformation, JurisIT does that. If you need the estates work itself taken off your desk, that's us. Firms move naturally between the two.
Visit jurisit.com.au →Tell us about your caseload and we'll show you how we can help.