Is LegatePro for executors and Personal Representatives?

Yes. LegatePro is built for executors/Personal Representatives managing probate and estate administration—tasks, deadlines, accounting, and a document index in one workspace.

Do I have to upload documents?

No. You can track and index documents without uploads—just record what you have and where it lives (Drive, iCloud, email, paper).

Can I track estate expenses and income for court reporting?

Yes. Track money in and out (utilities, repairs, rent, reimbursements) and keep notes tied to dates—so you can produce clean summaries when needed.

Is this legal advice?

No. LegatePro helps you stay organized. Always confirm requirements with your court or attorney.

LegatePro

You’ve been named Personal Representative. Start with a clear next step.

Ready to useDocument index (no uploads required)Court-ready record

Built for personal reps.Stay organized. Stay ready.

LegatePro is probate and estate administration software built for Personal Representatives (executors). Keep your probate checklist, deadlines, expenses, income, and document index in one place—so you always know what’s next and you can share a clean, court-ready record when it’s time to close.

Tasks
A probate checklist you can actually follow—organized by real milestones.
Estate accounting
Track expenses, repairs, utilities, and rent. See totals by month and export clean summaries.
Document tracker
Index what you have and where it lives (Drive, iCloud, email, paper). No uploads required.
PR time log
Log your Personal Representative hours and notes to support reimbursement or compensation.

What you get

An estate timeline you can defend

Every action, note, and cost captured with dates and context.

A court-ready record

Tasks completed, documents indexed, and accounting totals easy to share.