LegatePro
AI fiduciary operating system
Administer estates with confidence.
LegatePro helps executors, personal representatives, attorneys, and fiduciaries manage probate, estate accounting, court filings, beneficiaries, attorney collaboration, audit trails, and court-ready reports from one platform.
It is not just a probate checklist. LegatePro is a structured operating system for the real fiduciary work that happens after a loss.
Estate Command Center
Estate Overview
Estate Cash Flow
$18.4k
Tracked inflows and outflows
Documents
43
5 missing support
Open Items
9
Requests, tasks, reviews
Copilot Recommendation
Upload missing expense receipts before attorney review.
Strengthens court-ready accounting and reduces filing packet blockers.
Court Filings
2 filings ready · 1 blocked
Attorney Queue
3 requests · 1 needs changes
Beneficiary Portal
4 beneficiaries · 2 distributions visible
Built from real probate experience
Why LegatePro exists.
After losing my father and becoming responsible for estate administration, I experienced firsthand how fragmented probate can be.
Tasks, expenses, documents, beneficiary communication, accounting, and reporting often live across spreadsheets, emails, paper files, and disconnected tools.
LegatePro was built to help Personal Representatives, executors, fiduciaries, and estate professionals stay organized, accountable, and prepared throughout probate.
Built for real probate work
Replace scattered records with one operating system for the estate.
LegatePro is designed around the practical work executors actually perform while administering an estate.
Probate education and community outreach
Helping families understand probate before the work becomes overwhelming.
LegatePro contributes probate education, executor guidance, and estate administration discussions through community media appearances and educational content.
The goal is simple: help more families understand what executors are responsible for, why records matter, and how to stay organized from intake through final reporting.
Education-first, not legal advice.
LegatePro helps organize probate work and estate records. Always confirm legal requirements with your court, attorney, or qualified professional.
Security & Privacy
Learn how LegatePro approaches estate data protection, accountability, privacy, and controlled collaboration.
About LegatePro
Learn why LegatePro was created, the probate experience behind it, and the principles guiding the platform.
Everything in one place
The fiduciary operating system for probate administration.
LegatePro brings estate operations, accounting, court readiness, attorney collaboration, beneficiary visibility, and AI-guided estate intelligence into one workflow.
Estate Workspace
Tasks, documents, contacts, notes, timeline activity, properties, rent, utilities, expenses, invoices, and distributions in one estate record.
Estate Copilot
Ask estate-aware questions, surface risks, identify missing information, and generate next-step action plans.
Court Filings
Track filing readiness, prepare filing reports, identify blockers, and export structured PDF-ready court materials.
Attorney Collaboration
Invite counsel, manage requests, track review workflows, monitor attorney activity, and generate collaboration reports.
Beneficiary Portal
Share read-only status updates, timelines, distributions, and reports while keeping fiduciary control intact.
Audit Trail
Maintain defensible records showing what happened, when it happened, and who performed the action.
Court-Ready Reports
Generate structured reports and PDF exports for accounting, court review, beneficiaries, and attorney handoffs.
White Label Tools
Support professional estate workflows with firm settings, branded reports, shared links, and white-label experiences.
Meet your Estate Copilot
AI guidance built around the estate record.
Ask questions, identify risks, generate action plans, explain court-readiness blockers, and understand what needs to happen next.
Court-ready from day one
Build a cleaner record while the estate is moving.
LegatePro helps fiduciaries organize the work before attorney review, beneficiary questions, court filings, and final accounting become urgent.
How it works
From estate chaos to structured fiduciary workflow.
01
Create the estate workspace
Set up the estate, court details, key people, documents, and initial operating structure.
02
Track the fiduciary work
Log expenses, income, rent, utilities, invoices, time, notes, tasks, and distributions as the estate moves forward.
03
Coordinate review
Use beneficiary visibility, attorney collaboration, court filing readiness, and audit trails to reduce confusion.
04
Export court-ready records
Generate reports, PDF packets, filing summaries, collaboration records, and estate accounting exports.
Probate education center
Learn the probate process before the work becomes urgent.
Explore probate guides, glossary definitions, FAQs, and state-specific resources built for executors, Personal Representatives, beneficiaries, and families.
Probate Checklist
Step-by-step probate guidance for estate tasks, documents, accounting, beneficiaries, and final records.
Probate Glossary
Plain-English definitions for fiduciary, court, beneficiary, asset, and creditor terms.
Probate FAQ
Answers to executor duties, probate timelines, estate property, accounting, and no-will questions.
State Probate Pages
Explore state-focused probate software and estate administration resources.
Executor resources
Practical probate guides for the work behind the estate.
Start with checklists and guides that help executors organize estate records, accounting, inventory, distributions, reports, and final closeout steps.
Probate Checklist
Organize estate tasks, documents, accounting, beneficiaries, property activity, and reporting.
Executor Checklist
Track executor responsibilities, records, accounting, beneficiary communication, and reporting.
Accounting Guide
Learn how to organize probate expenses, income, reimbursements, receipts, and reports.
Estate Inventory
Build a cleaner inventory of assets, debts, documents, property, accounts, and notes.
Close an Estate
Prepare final accounting, distributions, records, reports, and estate closeout documentation.
Probate questions answered
Clear answers to the probate questions people search first.
Learn about executor duties, probate timelines, estate property sales, probate accounting, and what happens when someone dies without a will.
Executor Duties
Understand what an executor does during probate and how to organize the work.
Probate Timeline
Learn what affects probate timing, common delays, accounting, and final distribution.
Selling Estate Property
See what records matter when an executor is involved with estate property sales.
Probate Accounting
Learn what probate accounting tracks and why receipts, reports, and context matter.
No Will
Understand probate without a will, heirs, court appointment, records, and distributions.
Probate guides by state
Educational probate guidance for major states.
Explore state-focused probate guides covering executor responsibilities, estate accounting, beneficiary communication, estate records, and probate administration workflows.
California
Probate guidance for California executors, Personal Representatives, and estate administrators.
Texas
Learn probate organization, accounting, and estate administration workflows in Texas.
Florida
Practical probate guidance for Florida executors and estate administration.
Michigan
Probate education for Michigan Personal Representatives and families.
New York
Learn probate administration, reporting, and estate organization in New York.
Probate calculators
Estimate timelines, executor compensation, and estate distributions.
Use practical probate calculators to model administration timelines, executor fee scenarios, and beneficiary distribution planning before moving the work into a structured estate workspace.
Probate Timeline Calculator
Estimate how estate complexity, property, beneficiaries, creditors, documents, and disputes may affect timing.
Executor Fee Calculator
Model executor compensation scenarios with estate value, percentage assumptions, hours, rates, and reimbursements.
Estate Distribution Calculator
Estimate beneficiary distribution scenarios using estate value, debts, expenses, reserves, and share percentages.
Built for the people carrying the work
Executors & Families
Create structure around documents, money, deadlines, beneficiaries, and responsibilities.
Personal Representatives
Track fiduciary actions, preserve records, and stay better prepared for review.
Probate Professionals
Use LegatePro as a workflow, reporting, and collaboration layer for estate operations.
Probate software by state
Start with jurisdiction-specific pages as LegatePro expands its probate coverage.
AI probate assistant
Estate-aware AI for probate questions, coaching, and action plans.
LegatePro connects AI guidance to the estate workspace so executors, fiduciaries, attorneys, and professionals can understand next steps, surface gaps, generate action plans, and prepare cleaner records.
AI Probate Assistant
Ask estate-aware questions, understand next steps, surface gaps, and organize probate work with AI support.
Probate Copilot
Query estate activity, tasks, notes, documents, expenses, beneficiaries, and reporting context from one workspace.
Executor Coaching
Help executors identify responsibilities, risks, missing records, stalled activity, and recommended next actions.
AI Estate Action Plans
Turn estate context into recommended tasks, document suggestions, accounting cleanup, and reporting preparation.
Professional solutions
Built for attorneys, accountants, and fiduciaries managing estate work.
LegatePro gives professionals a structured probate administration layer for matter records, estate accounting, fiduciary workflows, beneficiary visibility, audit trails, and court-ready reporting.
Probate Attorneys
Manage estate administration, executor collaboration, court-ready records, and beneficiary visibility across probate matters.
Estate Accountants
Track estate expenses, reimbursements, income, distributions, supporting documents, and cleaner accounting records.
Professional Fiduciaries
Organize fiduciary duties, estate records, beneficiary communication, distribution tracking, and audit-ready reports.
Executor and beneficiary tools
Share clarity, track the work, and build cleaner estate reports.
LegatePro gives executors and fiduciaries practical workflows for beneficiary visibility, estate administration, and court-ready reporting.
Beneficiary Portal
Share read-only estate updates, timelines, distribution visibility, and selected reports without exposing the full workspace.
Executor Tools
Organize probate tasks, documents, expenses, property activity, beneficiaries, timelines, and audit history in one place.
Estate Reporting
Build cleaner reports from structured estate records, export snapshots, audit trails, documents, and accounting activity.
Court-ready reporting
Turn organized estate activity into stronger probate reports.
LegatePro helps executors, attorneys, accountants, and fiduciaries create cleaner reports from audit trails, export snapshots, documents, expenses, distributions, and timeline activity.
Court-Ready Reports
Build probate reports from structured estate records, audit trails, export history, documents, expenses, distributions, and fiduciary activity.
White-Label Probate Reports
Create branded probate reports and professional estate summaries for clients, beneficiaries, attorneys, and fiduciary teams.
Estate accounting and distributions
Track estate money before accounting becomes a problem.
LegatePro helps executors and professionals organize probate accounting, expenses, reimbursements, distributions, income, property costs, receipts, and reports from one estate workspace.
Probate Accounting
Track estate money, expenses, income, reimbursements, distributions, receipts, and reports in one place.
Estate Accounting
Organize estate income, property activity, documents, accounting records, and reporting snapshots.
Executor Accounting
Help executors track receipts, reimbursements, beneficiary questions, and review-ready accounting records.
Expense Tracking
Keep probate expenses, vendors, receipts, categories, reimbursements, and notes attached to the estate.
Estate Distributions
Track beneficiary distribution status, notes, dates, portal visibility, accounting context, and reports.
Frequently asked questions
Is LegatePro for executors and Personal Representatives?
Yes. LegatePro is built for executors, Personal Representatives, administrators, fiduciaries, families, attorneys, and probate professionals managing estate administration.
Is LegatePro legal advice?
No. LegatePro helps organize estate operations and records. Always confirm legal requirements with your court or attorney.
Can I use it without uploading documents?
Yes. You can index documents and track where they live without storing file uploads inside the app.
What makes it different from a checklist?
LegatePro connects tasks, accounting, court filings, beneficiaries, attorneys, audit trails, reports, and AI guidance into one estate workspace.
Ready to get the estate under control?
Start free and begin building a cleaner estate record today.
Organize the estate, track the money, coordinate review, and keep stronger records as probate moves forward.