Professional probate software for law firms
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.
Operating model
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.
Challenge
Clients often send receipts, updates, and questions across email, text, PDFs, and spreadsheets. LegatePro helps organize the operational record by estate.
Workspace response
Keep tasks, notes, contacts, documents, expenses, property records, distributions, and audit activity attached to the correct estate matter.
Challenge
When records are inconsistent, attorneys and staff spend time rebuilding timelines, expenses, documents, and supporting detail. LegatePro keeps the record cleaner from day one.
Workspace response
Use structured reports, audit trails, export snapshots, and estate readiness views to support better attorney review and cleaner internal handoffs.
Challenge
Beneficiaries want clarity. LegatePro helps firms maintain structured status, activity, accounting, and reporting context before questions escalate.
Workspace response
Support more transparent estate administration with beneficiary portal workflows, shared reports, and organized executor-facing records.
Professional workflows
Keep estate finances, supporting records, export history, and professional reports connected in one accountable workflow.
LegatePro helps executors, attorneys, accountants, and fiduciaries create cleaner probate reports from structured estate tasks, documents, expenses, distributions, audit trails, and export snapshots.
Explore workflow →ReportingLegatePro helps probate professionals create branded estate reports and export snapshots that make estate administration easier to explain to clients, beneficiaries, attorneys, and fiduciary teams.
Explore workflow →AccountingLegatePro gives estate representatives and professionals a cleaner way to track estate money, supporting documents, reimbursements, income, property activity, distributions, beneficiary context, and reports.
Explore workflow →AccountingLegatePro helps executors, fiduciaries, attorneys, and professionals track beneficiary distribution status, notes, scheduled dates, paid dates, supporting accounting context, and reporting history.
Explore workflow →AccountingLegatePro helps executors and Personal Representatives organize estate money, receipts, reimbursements, distributions, beneficiary questions, audit history, and reporting without relying on scattered spreadsheets.
Explore workflow →AccountingLegatePro helps executors and probate professionals track estate money, expenses, reimbursements, income, distributions, receipts, property activity, audit trails, and reporting from one organized estate workspace.
Explore workflow →AccountingLegatePro helps executors, attorneys, fiduciaries, and accountants track probate expenses, receipts, reimbursements, vendors, property costs, audit history, and reports in one estate workspace.
Explore workflow →AI guidance and coaching
Ask questions about available estate records, interpret readiness and risk signals, and organize prioritized work while keeping professional judgment with your team.
Bring readiness, coaching, accounting, document, and filing signals into one prioritized operational plan for the estate team to review and act on.
Learn more →Review readiness, risk, momentum, and stalled-work signals derived from the estate record, then focus on the highest-impact operational next step.
Learn more →Ask questions about the tasks, documents, accounting activity, people, property, and status currently recorded in an estate workspace.
Learn more →Client education
Give executors, beneficiaries, and families concise guidance on responsibilities, timelines, accounting, property, and estate closeout.
Use this probate checklist to organize estate tasks, documents, accounting, beneficiaries, property activity, reporting, and final distribution work.
Read guide →A practical checklist for executors and Personal Representatives managing estate records, probate tasks, accounting, beneficiaries, property, and reports.
Read guide →Learn how to organize probate accounting records for estate expenses, income, reimbursements, receipts, property costs, beneficiaries, distributions, and reporting.
Read guide →Learn how to organize an estate inventory with assets, property, accounts, documents, debts, values, notes, beneficiaries, and reporting context.
Read guide →Learn what executors should organize before closing an estate, including final accounting, distributions, documents, reports, beneficiary updates, and audit history.
Read guide →An executor or Personal Representative manages the practical work of estate administration, including documents, accounting, assets, beneficiaries, court-related steps, and final records.
Read answer →Probate timing varies by state, court, estate complexity, creditor issues, beneficiary coordination, accounting readiness, property activity, and how organized the estate records are.
Read answer →An executor may be involved in selling estate property depending on the will, court authority, state rules, beneficiary issues, debts, and attorney guidance. Strong records are essential.
Read answer →Probate accounting is the organized record of estate money movement, including income, expenses, reimbursements, property costs, distributions, receipts, notes, and supporting documents.
Read answer →When someone dies without a will, the estate may still need probate administration. The court may appoint someone to manage estate records, accounting, heirs, property, and distributions according to state law.
Read answer →LegatePro helps accountants and estate professionals track estate money, supporting documents, reimbursements, distributions, property activity, and audit history in one organized estate workspace.
Explore solution →LegatePro helps professional fiduciaries manage probate tasks, estate records, documents, accounting activity, beneficiary communication, audit trails, and reporting across fiduciary matters.
Explore solution →Start with one estate, organize the record, and see how LegatePro can reduce administrative friction across probate matters.