Estate context search
Use AI to find and summarize estate-related context across the workspace without manually clicking through every record.
Estate-aware probate copilot
A probate copilot connected to the estate workspace
Ask questions about the tasks, documents, accounting activity, people, property, and status currently recorded in an estate workspace.
AI output is operational guidance based on available estate records—not legal, tax, accounting, or court advice. Review important decisions with the appropriate professional.
Probate challenge
Probate context is hard to hold in your head
Tasks, documents, expenses, properties, beneficiaries, notes, and reports all tell part of the estate story. A probate copilot helps make that story easier to query, summarize, and act on.
- Estate activity is often scattered across many records
- Users need quick answers without manually reviewing every section
- Attorneys and fiduciaries need concise estate summaries
- Executors need help understanding what has happened and what remains
AI workflow
Ask questions across the estate record
The copilot searches available estate context, explains what it finds, identifies missing context, and keeps its answers tied to records the user can review.
- Step 1
Review estate context
Use the copilot to understand estate details, open tasks, recent activity, notes, documents, expenses, and beneficiaries.
- Step 2
Ask natural questions
Ask what is missing, what changed, what needs attention, what records exist, and what steps may come next.
- Step 3
Move from insight to workflow
Use answers to support task creation, reporting, executor coaching, beneficiary communication, and professional review.
Estate intelligence coverage
Keep guidance grounded in the estate record
Review guidance alongside the estate facts, responsibilities, and next actions that give it context.
Task and status awareness
Ask about open work, stalled activity, missing documents, incomplete records, and next actions.
Reporting support
Use estate summaries and copilot context to support court-ready reports, attorney review, and beneficiary updates.
Built into the estate workflow
- Estate Q&A
- Task awareness
- Document context
- Activity summaries
- Reporting support
Related resources
AI Probate Assistant
See the broader AI probate assistant experience for estate administration.
Learn more →AI Estate Action Plans
Turn estate context into recommended tasks, documents, and next steps.
Learn more →Executor Tools
Explore the broader executor workflow for tasks, documents, beneficiaries, and reports.
Learn more →Executor Coaching
Review readiness, risk, momentum, and stalled-work signals derived from the estate record, then focus on the highest-impact operational next step.
Learn more →Give every estate a smarter operating layer
Use LegatePro’s probate copilot to understand estate activity, ask better questions, and move probate work forward with more confidence.