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LegatePro

Probate, simplified—like TurboTax, but for estates.

Private betaNo file uploads requiredTimeline & audit trail
Built for personal representatives and heirs.Calm workflows. Court-ready records.

LegatePro gives personal representatives a calm, structured workspace to manage an estate from start to finish—tasks, expenses, documents, properties, rent, and your timecard all in one place. No giant spreadsheet, no guessing what comes next.

  • Tasks

    A clear checklist that tracks real probate milestones instead of abstract legal jargon.

  • Money in & out

    Track court costs, repairs, utilities, and rent so you're ready for court and tax time.

  • Document index

    Keep a simple index of every key document, wherever it lives—Drive, iCloud, or paper.

  • Timecard

    Log your hours as personal rep and be ready to request compensation with a clean record.

What you'll have when probate closes

A clean paper trail

Actions, changes, and collaboration tracked in one timeline.

A court-ready packet

Documents indexed, notes organized, and costs easy to summarize.

For people doing this for the first time—and never wanting to reinvent the process again.

How LegatePro helps

  1. 1

    Set up your estate

    Enter basic court details, properties, and key contacts so everything lives in one workspace.

  2. 2

    Work the checklist

    Follow a guided set of tasks while you log expenses, rent, and your time as personal representative.

  3. 3

    Close with confidence

    When it's time to close probate, you have a clean record of what you did, what it cost, and what was paid.

LegatePro is not legal advice. Always confirm requirements with your court or attorney.