Isokon

Isokon is a comprehensive software solution tailored for private client work, including probate, trusts, and Court of Protection matters. It offers a robust accounting system developed over 25 years, now utilized by over 200 law firms, including 16 Top100 firms, and more than 2,000 probate practitioners. Isokon's primary modules encompass Court of Protection Deputyships, Probate Estate Administration, Trusts (including Multifunded Trusts), Scottish Executries, Case Management for Probate, and Power of Attorney (LPA and EPA). The platform features an event management system with workflows and a diary system to track all events, ensuring no key tasks are missed. It includes a document management system with a library of several hundred precedent templates linked to the event system, which can be easily amended. Isokon also completes all relevant tax forms, including some that might be regarded as obscure. Designed to handle both complex and straightforward estates, Isokon includes a variety of estate accounts, from complex estate accounts with schedules to simple two-page sets of accounts. The support team, many of whom are former probate and trust practitioners, offers unmatched assistance, providing significant time and cost savings by resolving tricky questions efficiently. Isokon is designed to help businesses achieve higher profitability, with some users reporting a 72% level of profitability in their probate departments.