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
Reporting workflows
Turn professional estate work into cleaner reports
LegatePro connects professional probate workflows with court-ready reports, export snapshots, audit trails, and white-label reporting options.
Court-Ready Reports
Build probate reports from structured estate records, audit trails, export history, documents, expenses, distributions, and fiduciary activity.
White-Label Probate Reports
Create branded probate reports and professional estate summaries for clients, beneficiaries, attorneys, and fiduciary teams.
Accounting workflows
Organize estate accounting, expenses, and distributions
LegatePro helps attorneys, accountants, fiduciaries, and executors track estate finances, expense records, distributions, reimbursements, and supporting documentation from one workspace.
Probate Accounting
Track estate income, expenses, reimbursements, receipts, distributions, and reporting activity.
Estate Accounting
Organize estate financial records, property costs, supporting documents, and accounting workflows.
Court-Ready Reports
Turn accounting records, audit trails, and estate activity into cleaner review-ready reports.
AI guidance and coaching
Give professional estate work an estate-aware AI layer
LegatePro helps professionals use AI to ask estate-specific questions, surface gaps, coach executors, generate action plans, and prepare cleaner records for review.
AI Probate Assistant
Estate-aware AI for questions, summaries, reporting support, and probate workflow guidance.
Probate Copilot
Query estate activity, documents, beneficiaries, expenses, and reporting context from one workspace.
Executor Coaching
Surface executor responsibilities, risk signals, stalled activity, and recommended next steps.
Probate guides
Educational resources for executors and estate clients
Share practical probate education covering executor responsibilities, estate accounting, inventory management, reporting, and estate closeout workflows.
Probate Checklist
Organize estate tasks, documents, accounting, beneficiaries, and reporting.
Executor Checklist
Track executor duties, communication, accounting, and records.
Accounting Guide
Learn how to organize estate income, expenses, reimbursements, and reports.
Estate Inventory
Build a structured inventory of assets, debts, property, and documents.
Close an Estate
Prepare final accounting, distributions, reports, and estate closeout records.
Common probate questions
Educational answers professionals can share with clients
Help executors, beneficiaries, and family members understand common probate questions around timelines, accounting, executor responsibilities, property sales, and estates without wills.
Executor Duties
Understand what an executor is responsible for during probate.
Probate Timeline
Learn what commonly affects probate timing and delays.
Estate Property
Learn about property records and estate sale considerations.
Probate Accounting
Understand accounting records, receipts, reports, and distributions.
No Will
Learn how probate administration may proceed without a will.
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.