For firms that do only a handful of estates a year
If estate administration isn't your core work, every probate matter can feel like starting from scratch — relearning the forms, re-checking the court's requirements, and losing hours you'd rather bill elsewhere. Estates Back Office does this work every day. You keep the client and the relationship; we do the process, so an occasional matter never becomes an occasional headache.
Sound familiar?
Doing something a few times a year is the worst of both worlds — often enough that clients expect it, rarely enough that it never gets efficient.
Months pass between matters, forms and practice notes change, and each new file means re-reading the rules before you can even begin.
Hours of process work — searches, forms, chasing institutions — at a write-off, when that time could go to the advisory work you do best.
An unfamiliar requirement or a missed step means requisitions, delays and awkward conversations with a grieving client — and professional risk you'd rather not carry.
The volume is too low to build systems or train a paralegal, but too high to comfortably ignore when a client asks for help.
One estate can pull you out of your main practice for days at a time, throwing out your week for work that isn't where your value lies.
The safe option is to refer the client elsewhere — and lose a loyal client, a fee, and the chance to help someone at a difficult time.
The better option
You don't have to choose between doing estate work yourself the hard way and sending clients out the door. We give you a third option: stay the client's solicitor and let a specialist team do the administration behind you.
| Doing it yourself, occasionally | With Estates Back Office |
|---|---|
| Re-learn forms and court rules each matter | A team that prepares these applications every day, across jurisdictions |
| Hours of process work written off | Fixed fee you can build into your quote and still profit |
| Unpredictable turnaround around your other work | Predictable, milestone-based turnaround |
| Requisition and error risk on unfamiliar ground | A checked, consistent process that reduces requisitions |
| Refer the client away and lose the relationship | Keep the client, the relationship and a margin on the work |
Whether it's one matter this year or one a quarter, you draw on the same current expertise every time — without carrying it in-house.
What this means for you
Quote and act on estate matters knowing the process is handled by people who do it daily — no scrambling to remember where you left off last time.
Your week stays yours. The searches, drafting and institutional chasing happen in the background while you focus on your core practice.
Look after the families and long-standing clients who come to you when someone passes, rather than sending them to a competitor.
No retainer, no systems to buy, no staff to train. A clear per-matter fee that scales from a single application upward.
A consistent, checked workflow lowers the chance of requisitions, missed steps and the delays that frustrate clients.
Hand over the whole administration, or just the grant application — take only the parts that cost you the most time.
Simple to start
The will, death certificate and a few details through our secure portal — that's all we need to begin.
Grant application, asset searches, notifications and accounts — prepared to the relevant court's current requirements.
A lodgement-ready file comes back for you to settle and sign off under your own name.
Through to distribution and a clean closing file — with follow-up handled along the way.
Tell us about it — we'll show you how quickly we can take it off your hands.