Probity

The problem

Administering an estate is months of reading, drafting and chasing: dozens of statements, valuations and certificates to read, a schedule to reconcile by hand, standard letters to write to every institution, and the inheritance-tax figures to assemble. Case-management software generates the forms, but only from data a fee-earner has already keyed in.

What it does

• →Reads the estate's documents, the will, statements, valuations, and builds a reconciled asset and liability schedule
• →Handles the mechanical valuations correctly, including accrued interest and the listed-share quarter-up rule
• →Cross-checks against the will, flags what is missing, and drafts and tracks the chasing letters
• →Works out excepted estate or full IHT400, then assembles the schedule figures for you to check
• →Drafts the estate accounts and the standard correspondence, with the source document behind every figure

Why it works

UK probate software generates forms and accounts from data a fee-earner types in. None reads the estate's raw documents and builds the schedule for you, which is where the hours go. The AI-native estate tools that do this are built for the United States and Canada, not UK inheritance tax. Probity takes on the reading, extraction and first-draft assembly, with a source document behind every figure and a fee-earner checking and signing, as the SRA requires. It sits alongside the case management you already run.