--- title: "Probate Plus Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Probate Plus Software - reviews, pricing plans, popular comparisons to other Legal Case Management products and more." source_url: "https://www.capterra.com/p/166236/Probate-Plus/" page_type: "product" language: "en" --- # Probate Plus Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 30, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Probate Plus ## What is Probate Plus? Probate Plus v5 is probate software for legal practitioners and professionals dealing with probate work. It assists in the administration of a deceased's estate. It handles accounting and case management. Key features include auto-balancing accounts, integration with document systems, powerful search tools, analysis metrics, and multi-user network capability. ## What is Probate Plus used for? [Legal Case Management](https://www.capterra.com/legal-case-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £400 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Probate Plus?[Manage this product listing](https://www.g2.com/products/probate-plus/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Probate Plus 0.0 VS. [4.3 (204)](https://www.capterra.com/p/58931/neos/reviews/) Starting Price £400 Per Feature Starting Price $109 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.3 (547) Value For Money 0.0 (0) Value For Money 4.2 (486) Customer Service 0.0 (0) Customer Service 4.4 (531) ## Probate Plus alternatives [4.6 (807)](https://www.capterra.com/p/115613/MyCase/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.7 (1,748)](https://www.capterra.com/p/105428/Clio/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (289)](https://www.capterra.com/p/140815/Filevine/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars Highest Rated [4.8 (77)](https://www.capterra.com/p/165422/CloudLex/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars ## FAQs about Probate Plus Overview ### What company size and specific industries is Probate Plus built for? Probate Plus is designed for law firms, solicitors, probate practitioners, accountants, and estate administrators that handle probate and estate administration work. It fits professional services teams in legal and accounting settings, rather than a specific company size, and is aimed at organizations managing estate-related cases and records. Features and Usability ### What are the key features of Probate Plus? Probate Plus offers core case management features such as case notes, task management, and document management, along with contract and license management for tracking administrative records. It also includes expense tracking and trust accounting to support financial oversight within probate-related workflows. Getting Started and Support ### What training and onboarding options does Probate Plus offer? Probate Plus provides in person training, live online sessions, and documentation. In person training supports direct instruction, live online sessions allow guided remote setup, and documentation gives teams written reference material for learning features and reviewing steps as needed. Getting Started and Support ### What customer support options does Probate Plus offer? Probate Plus provides chat support. No reviewer feedback is available about response times, helpfulness, or common support frustrations, so support experience details cannot be assessed from the catalog data. ## Features AI summary Based on 1,973 Legal Case Management reviews Capterra data shows that buyers of Legal Case Management software rank the following features as their top priorities: - **Case Management** (**67%** of reviewers rated this feature as critical) - **Document Management** (**55%**) - **Client Management** (**55%**) Probate Plus includes **Document Management**, which gives legal teams a central place to store, organize, and retrieve case files efficiently. However, it does not include **Case Management** or **Client Management**. Its **Document Management** capabilities help businesses maintain accurate records, reduce time spent searching for files, and support more consistent document handling across legal matters. Case Notes Access and track notes regarding case activities and updates within case files Contract/License Management Track, store, and access client contracts or licenses Document Management Store, manage, and track all electronic documents in a centralized location Expense Tracking Monitor and record expenses such as purchases or charges incurred Task Management Create, manage and track all task activities and progression Trust Accounting Manage bookkeeping for client trust accounts Probate Plus 6 features ### All Features - Case Notes: Access and track notes regarding case activities and updates within case files - Contract/License Management: Track, store, and access client contracts or licenses - Document Management: Store, manage, and track all electronic documents in a centralized location - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Task Management: Create, manage and track all task activities and progression - Trust Accounting: Manage bookkeeping for client trust accounts --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic £400.00 Per Feature, Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.