Simplify Estate Administration
Hoowla’s case management software simplifies estate administration by efficiently handling applications and estate distribution. It integrates task and document management to ensure a smooth process.
Estate Accounts In Hoowla
Manage estate accounts and distributions efficiently with Hoowla. Track finances, generate reports, and improve Wills & Probate administration.
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Integrated Estate Accounts Management
Maintain comprehensive estate accounts within the case, ensuring all financial transactions are accurately recorded and easily accessible.
Task Management
Utilise customisable workflows and task management features to track and manage estate administration tasks efficiently.
Document Management
Store and manage all related documents securely within the case, ensuring easy retrieval and auditability.
Automated Document Generation
Automatically generate necessary documents, reducing manual effort and ensuring consistency.
How it works
Step 1.
Initiate Estate Case
Begin by creating a new estate case within Hoowla.
Step 2.
Record Financial Transactions
Log all estate-related financial transactions, including income, expenses, and distributions.
Step 3.
Manage Tasks and Deadlines
Assign tasks and set deadlines to ensure timely completion of estate administration activities.
Step 4.
Generate and Store Documents
Use Hoowla’s document management system to generate and securely store all relevant documents.
An All-In-One System
Hoowla is an all-in-one platform combining legal case management, legal accounting, and firm-wide management tools
to keep your entire practice connected and running smoothly.
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GET STARTED TODAY
See how Hoowla’s legal accounting and case management software
can help your firm get organised and to work more efficiently.
Can I manage multiple estates simultaneously?
Does Hoowla help with intestate estates?
Can I track all financial transactions within Hoowla?
How does Hoowla ensure compliance in estate accounts?
Can I generate estate account summaries and distribution statements?
Can I manage multiple estates simultaneously?
Yes, Hoowla allows you to manage multiple estate cases concurrently, each with its own set of accounts and distributions.
Does Hoowla help with intestate estates?
Yes, Hoowla supports both testate and intestate estates, providing workflows and document templates suitable for either scenario.
Can I track all financial transactions within Hoowla?
Absolutely. Hoowla lets you log income, expenses, and disbursements, keeping your estate finances fully transparent.
How does Hoowla ensure compliance in estate accounts?
Hoowla provides secure storage, audit trails, and integrated workflows to ensure all financial records and documents meet legal and regulatory requirements.
Can I generate estate account summaries and distribution statements?
Yes. Using Hoowla, you can generate clear, professional estate account reports and distribution statements directly from the case file.
