Pricing
Start simple. Upgrade when the estate gets serious.
Start for free when you need to get organized. Upgrade when you need clearer next steps, cleaner court-ready records, and a stronger system for actually closing the estate.
Free
$0
For getting organized
Best for getting the estate into one place, replacing scattered notes, and building structure before the work becomes higher stakes.
- • 1 active estate workspace
- • Estate setup and task tracking
- • Document index and accounting basics
- • Timeline visibility and workflow structure
- • A simple place to replace scattered notes and spreadsheets
Pro
$19/month
For court-ready probate work
Upgrade when you need more than organization — when you need guidance, cleaner outputs, and more confidence that the estate is moving in the right direction.
- • Court-readiness guidance and cleaner reporting
- • AI-supported next steps and decision support
- • Court-ready exports and cleaner reporting outputs
- • Stronger workflow visibility as the estate gets serious
- • Priority support for probate workflow questions
- • A safer path from estate chaos to organized closeout
When most people upgrade
Most users start free, then upgrade when the estate needs cleaner reporting, stronger guidance, or a more reliable way to move toward closeout.
When records need to be shareable
Upgrade when you need court-ready exports, cleaner reporting, or something you can hand to an attorney or accountant.
When you are not sure what to do next
Upgrade when probate starts to feel unclear, risky, or harder to manage with basic tracking alone.
When the estate gets serious
Upgrade when deadlines, review, money movement, and filing pressure make spreadsheet chaos too expensive.
What Pro actually changes
Pro is not just more software. It gives you clearer guidance, cleaner outputs, and a stronger workflow when probate starts to carry more pressure.
Clearer next steps
Stop guessing what matters now and follow a cleaner probate workflow.
Cleaner court-ready records
Keep documents, accounting, and estate activity organized when review matters.
More confidence under pressure
Reduce spreadsheet chaos and move the estate forward with a stronger record.
Common questions
Do I still need this if I already have an attorney?
Yes. LegatePro helps you stay organized, keep better records, and come to your attorney more prepared. It is built to reduce chaos, not replace legal advice.
Can I start for free first?
Yes. Start free to organize the estate, then upgrade when you need stronger guidance, reporting, and court-ready outputs.
When should I upgrade?
Most people upgrade when they need cleaner records, clearer next steps, or a more reliable system for the later stages of probate.
Ready to get organized?
Start free and upgrade when probate needs more than a spreadsheet.
LegatePro is built to help you work the estate, stay organized, and move probate forward with clearer next steps and cleaner records when they matter most.