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Probate & Estate Administration

Settling matters without complexity.

Dealing with the death of a loved one is both a delicate and challenging time.

Often, clients responsible for administering an estate have never had prior experience of this complex process.

Clients are unlikely to provide complete or accurate instructions without a thorough understanding of probate and estate administration, which often leads to overwhelming first meetings.

Set the stage for a strong client relationship.

Show Clients Understanding

Settify provides users with foundational information tailored to their situation. Clients gain an introductory understanding of how the Probate or Letters of Administration process works, what they need to do, likely timelines and why they should feel confident in their choice of legal representation.

Streamline Administration

Probate is notoriously administrative and document-heavy. Not only does Settify request all the necessary documentation, but it also gives clients the ability to upload documents in their own time. This saves both clients and lawyers from the headache of drip-fed documents that usually occurs.

Accelerate Progress

By collecting the relevant information from the client before the first meeting, lawyers can be more expansive with their initial advice and staff the matter appropriately and identify other ways the firm can assist the client.

Designed for Probate

Settify’s Probate and Estate Administration product is helps streamline the process and minimise unnecessary back and forth between you and your client.

Client Education

Clients receive personalised information about the process ahead of them.

Document Gathering

Clients are prompted to upload copies of Wills, Death Certificates, and statements.

Simple Revisions

Clients can review their answers before submitting their information, reducing errors and ensuring accurate instructions.


Our streamlined, automated intake system is the simple way to take your practice to the next level.

Settify for Probate pricing model:

  • $99 monthly subscription fee
  • $99 per estate who actually engages the firm
  • $0 for leads who do not convert
  • Plus setup, installation and training

For a fixed monthly fee arrangement, call us on 1300 356 213.

Settify for Probate pricing model:

  • £99 per month service fee
  • £99 per estate who actually engages the firm
  • £0 for leads who do not convert
  • Plus setup, installation and training

Simple to integrate, meaningful results.

Our streamlined process is easy to tailor to your firm’s needs.

1. Integrate

We embed Settify into your website using your firm’s branding, logo and colours.

2. Invite

Prospective clients can kick off the process on your website or via a link sent in a welcome email.

3. Ask

Settify invites prospective clients to answer simple questions about their situation.

4. Learn

Clients receive personalised information about the legal process, their options and how your firm can help.

5. Instruct

The client then provides detailed information in their own time.

6. Extract

Settify generates a summary of the client’s instructions for your lawyers, including an editable table of assets and liabilities, with formulae to help you make essential calculations.

Settify also has products for the areas of Family Law, Wills and Estate Disputes.

Settify also has products for the areas of Family Law and Wills.


How do I integrate Settify into my website?

We embed our technology on your webpage. We use your firms’ branding, logo and colours so the experience is seamless for your future clients. Our team liaise with your website administrator to add the Settify button to your website. We then provide all the hosting, troubleshooting and technical support for the Settify system.

How are conflicts handled?

An email is sent to your reception when a client completes Settify from your website, including the client and spouse’s name, address, and date of birth. Using these details, you can run your conflict check. If conflicted, we cut off access to the rest of the client’s information, so no one at your firm will ever have seen it. Otherwise, click ‘No Conflict’ to receive the full brief.

How does the billing process work?

The per-client fee is charged when a user engages your firm and becomes a paying client. For anyone who fails to attend a meeting, attends a free meeting only, or is otherwise not charged, there is no Settify fee. At the end of each month, you receive a list of names who requested an appointment with your firm. You strike out any who did not engage, and we render an invoice for the clients who did.

Can I disburse the Settify fee?

Yes, many firms choose to pass the fee on to clients. Clients think that’s fair, as it would cost them far more to provide their information in person during the first conference. We can configure your system to provide the appropriate disbursement notice.

How does Settify secure client information?

We take data security very seriously. To ensure that your client’s confidential information remains confidential, Settify takes the following steps:

  1. Client information is stored onshore with Amazon Web Services (military and bank-grade security).
  2. All data is encrypted at rest (sitting in the cloud) and in transit (when moved from the cloud to the solicitor).
  3. Regular internal and external security penetration testing of the Settify system.
  4. Automatic information deletion.
    • After 60 days of inactivity, client information is frozen and cannot be accessed unless the client or lawyer completes specific requirements.
    • After 2 years, all identifying client information is securely destroyed.