Professional probate software for law firms
Probate software built for attorneys managing estate administration
LegatePro gives probate attorneys and their teams a structured workspace for estate tasks, records, documents, accounting visibility, beneficiary updates, audit trails, and cleaner reporting across multiple matters.
A cleaner operating layer for probate matters
Use LegatePro as a matter-level estate administration layer that keeps executor activity, documents, expenses, timelines, and reporting organized outside of scattered spreadsheets and email threads.
- Track estate administration tasks across multiple matters
- Centralize estate documents, notes, expenses, and activity history
- Create cleaner reports for attorney review, beneficiary updates, and court-facing workflows
- Give staff and collaborators a structured place to manage operational probate work
Built for the administrative burden behind probate work
Executor follow-up gets messy
Clients often send receipts, updates, and questions across email, text, PDFs, and spreadsheets. LegatePro helps organize the operational record by estate.
Court-ready records take time to reconstruct
When records are inconsistent, attorneys and staff spend time rebuilding timelines, expenses, documents, and supporting detail. LegatePro keeps the record cleaner from day one.
Beneficiary communication creates pressure
Beneficiaries want clarity. LegatePro helps firms maintain structured status, activity, accounting, and reporting context before questions escalate.
Estate command center
Keep tasks, notes, contacts, documents, expenses, property records, distributions, and audit activity attached to the correct estate matter.
Attorney collaboration workflows
Use structured reports, audit trails, export snapshots, and estate readiness views to support better attorney review and cleaner internal handoffs.
Beneficiary and executor visibility
Support more transparent estate administration with beneficiary portal workflows, shared reports, and organized executor-facing records.
Why professionals choose LegatePro
Related professional solutions
Estate Accountants
LegatePro helps accountants and estate professionals track estate money, supporting documents, reimbursements, distributions, property activity, and audit history in one organized estate workspace.
Professional Fiduciaries
LegatePro helps professional fiduciaries manage probate tasks, estate records, documents, accounting activity, beneficiary communication, audit trails, and reporting across fiduciary matters.
Give your probate practice a cleaner estate administration layer
Start with one estate, organize the record, and see how LegatePro can reduce administrative friction across probate matters.