Build your probate workspace with AI.
Instead of scheduling a consultation, answer a guided interview. LegatePro will identify estate assets, beneficiaries, debts, missing documents, executor responsibilities, and automatically prepare your estate workspace.
Interview
AI asks the same questions an experienced probate attorney would ask.
Analyze
Estate Intelligence identifies missing information, risks, and next steps.
Build
Automatically create contacts, beneficiaries, assets, debts, tasks, and timeline.
Manage
Launch directly into your personalized executor dashboard.
AI Executor Onboarding
AI Estate Assessment
Complete an AI-guided estate assessment modeled after an attorney intake interview. As you answer questions, LegatePro builds your estate, identifies fiduciary responsibilities, calculates readiness, generates executor coaching, and prepares a personalized action plan.
Your responses are continuously analyzed to generate estate intelligence, recommended next steps, and a court-ready probate workspace.
Already started an assessment? Resume your latest saved AI Estate Assessment.
Start your AI-guided estate intake
The assessment will begin with basic Personal Representative and decedent information, then adapt based on probate status, assets, beneficiaries, documents, and risks.