Personal representatives
Organize estate tasks, accounting, property, beneficiaries, reports, and documents.
About LegatePro
Built from real probate experience
LegatePro exists to make estate administration more organized, accountable, and understandable for the people responsible for carrying it forward.
Why it exists
One place for work that was scattered everywhere
After losing my father and becoming responsible for estate administration, I saw firsthand how fragmented probate can be.
Tasks, expenses, receipts, property records, beneficiary updates, court filings, and important documents often live across spreadsheets, email, paper folders, and disconnected systems.
LegatePro was created to bring that work into one coherent estate record—so personal representatives can see what matters, preserve the history, and move forward with greater confidence.
Product principles
Clarity before complexity
Make the next decision understandable without hiding the record behind it.
Accountability by design
Keep tasks, documents, transactions, and decisions connected to the estate.
Built for the full administration
Support the work from early organization through reporting and closeout.
Designed for the people doing the work
Estate professionals
Work from structured records with clearer preparation, review, and reporting workflows.
See the system behind the mission
Explore the workspace, or review how LegatePro protects estate information.