LegatePro
LegatePro is like TurboTax for estates—helping you track estate money, organize documents, and know what to do next without spreadsheet chaos.
Built for executors, personal representatives, families, and probate professionals carrying the real work after a loss.
Heard about LegatePro on a show, podcast, or live stream? Start with one estate and get the work organized fast.
Start here
Start with one estate and get organized before money, paperwork, and deadlines start slipping through the cracks.
Use LegatePro to track estate money, documents, tasks, and next steps in one place from day one—even if you are just getting started.
Why LegatePro exists
Built for the real-world confusion that shows up after a loss, when probate becomes money, paperwork, deadlines, and decisions all at once.
Who it is for
For executors, Personal Representatives, families, and probate professionals who need a calmer system for the real work of estate administration.
Built with intention
Designed to feel practical, calm, and usable when the work is emotionally heavy and the details still matter.
Inside the product
A realistic look at how LegatePro helps organize probate work in one place.
See the estate overview, workflow status, money tracking, and next best action without bouncing between spreadsheets, folders, and notes.
Estate command center
Estate Overview
Tasks due
6
2 need attention this week
Documents logged
43
5 still missing support
Estate cash flow
$18.4k
Inflows and outflows tracked
Recommended next action
Upload missing funeral expense receipts
Improves reporting support and strengthens the estate record before review.
Recent activity
Why this helps
Instead of piecing things together across notes, folders, and spreadsheets, you can see the state of the estate in one view.
What becomes easier
- • Seeing what needs attention now
- • Tracking estate money cleanly
- • Keeping records stronger for review
What the app is doing
Surfacing blockers, organizing records, and pointing to the next best step as the estate gets stronger.
LegatePro helps you track estate money, organize documents, and keep cleaner records without relying on disconnected spreadsheets, folders, and notes.
- Track estate money
Track expenses, reimbursements, rent, utilities, and distributions in one place.
- Know what to do next
See what needs attention now, what is blocked, and what to do next.
- Keep documents organized
Keep a clean document index, track what is missing, and strengthen the estate record over time.
- Keep cleaner records
Stay better prepared for attorney review, summaries, court reporting, and final handoffs.
Why it helps
Bring tasks, documents, money, and notes into one place so the estate keeps moving.
Stay better prepared for attorney review, court reporting, and the final stages of administration.