Task and deadline tracking
Create structure around executor duties, fiduciary responsibilities, next actions, and estate progress.
Tools for executors and Personal Representatives
Executor tools for managing probate without losing the thread
LegatePro gives executors and Personal Representatives one place to organize probate tasks, documents, expenses, property activity, beneficiaries, timelines, audit history, and court-ready reports.
Problem
Probate gets overwhelming when everything lives in different places
Executors often manage deadlines, receipts, documents, beneficiary questions, property issues, and attorney requests at the same time. LegatePro helps convert that chaos into a structured estate workspace.
- Tasks and deadlines get buried in notes and email
- Receipts and documents become hard to find later
- Beneficiary updates require repeated explanations
- Final reporting gets harder when records are inconsistent
Workflow
A practical estate administration workspace
Start with the estate, then organize the work around tasks, documents, expenses, contacts, property, beneficiaries, timeline activity, and reports.
1
Create the estate workspace
Set up the estate record and keep all probate activity attached to the correct estate.
2
Track the work as it happens
Add tasks, documents, expenses, contacts, notes, property activity, rent payments, and distributions over time.
3
Prepare cleaner reports
Use audit trails, export snapshots, and reporting views to prepare clearer records for attorneys, beneficiaries, and court-facing needs.
Document and expense organization
Keep court documents, receipts, invoices, expenses, reimbursements, and supporting records tied to the estate.
Beneficiary and reporting workflows
Track beneficiaries, distributions, shared reports, portal visibility, and court-ready export history.
Built into LegatePro
Probate task managementEstate document organizationExpense and property trackingBeneficiary portal supportCourt-ready exports
Related estate administration workflows
Beneficiary Portal
LegatePro’s beneficiary portal helps executors, Personal Representatives, attorneys, and fiduciaries share read-only estate updates, timelines, distribution status, and selected reports while keeping the core estate workspace controlled and organized.
Estate Reporting
LegatePro helps executors, attorneys, accountants, and fiduciaries create cleaner estate reports from organized tasks, documents, expenses, distributions, audit trails, and export snapshots.
Run the estate from one organized workspace
Start with one estate and use LegatePro to keep probate tasks, documents, money, beneficiaries, and reporting organized from day one.