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LegatePro

Handling probate after a loss is overwhelming. LegatePro helps you stay organized, know what to do next, and keep cleaner estate records in one place.

For executors, Personal Representatives, and families trying to keep the estate moving without spreadsheet chaos.

Start freeBuilt for probateKeep the estate moving
Probate software for real-life estate work.Made for the people carrying the responsibility.

Start here

Get the estate organized before things get more expensive, confusing, or delayed.

Use LegatePro to track tasks, documents, estate money, and next steps in one place.

Why LegatePro exists

Built for the real-world confusion that happens after a loss, when probate work becomes a responsibility instead of a theory.

Who it is for

For executors, Personal Representatives, families, and probate professionals who need clearer structure and cleaner records.

Built with intention

Designed by a software engineer to feel practical, calm, and usable when the work is emotionally heavy.

Inside the product

A realistic look at how LegatePro helps organize probate work.

A closer look at the estate overview, workflow status, money tracking, and next best action in one place.

Real product style

Estate command center

Estate Overview

Readiness 82Pro workflow

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

Recommended now

Improves reporting support and strengthens the estate record before review.

Estate readiness improving82 / 100

Recent activity

Logged filing-fee reimbursement
Added death certificate
Updated utility payment

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 stay organized, track what matters, and keep cleaner estate records without relying on disconnected spreadsheets, folders, and notes.

  • Know what to do next

    See what needs attention now, what is blocked, and what to do next.

  • Track estate money

    Track expenses, reimbursements, rent, utilities, and distributions in one place.

  • Keep documents organized

    Keep a clean document index, track what is missing, and improve receipt coverage.

  • Keep cleaner records

    Stay better prepared for attorney review, summaries, and court reporting.

Why it helps

A clearer way to work the estate

Bring tasks, documents, money, and notes into one place so the estate keeps moving.

Stronger records when review matters

Stay better prepared for attorney review, court reporting, and the final stages of administration.