Personal representatives
Stay on top of probate tasks, deadlines, paperwork, and estate money.
Probate Software
Probate software that helps you track estate money, stay organized, and keep cleaner court-ready records.
LegatePro helps executors, personal representatives, and probate professionals manage probate administration in one place: estate money, tasks and deadlines, documents, property activity, and cleaner reporting-ready records.
Designed for the people responsible for the estate.
Probate attorneys
Give clients structured workflows, clean records, and clearer visibility.
Estate managers and families
Coordinate property, payments, vendors, and documents with clarity.
Why executors choose LegatePro
Not built for generic project management. Built for probate work.
Executors and Personal Representatives need more than a spreadsheet. LegatePro gives estate administration a dedicated operating system for tasks, accounting, beneficiaries, documents, reports, and accountability.
Estate task management
Turn probate work into a clear task list instead of relying on memory, email threads, or scattered notes.
Probate accounting
Track estate income, expenses, reimbursements, receipts, and reporting context in one place.
Beneficiary tracking
Keep beneficiary records, distribution status, and communication context organized throughout administration.
Court-ready records
Prepare cleaner summaries and preserve estate activity for attorney review, beneficiary updates, and court-facing reporting.
Estate-aware guidance
Ask estate-aware questions and surface risks, responsibilities, and suggested next steps from the estate record.
Beneficiary portal
Share read-only estate updates without giving beneficiaries access to private workspace controls.
Security and privacy mindset
Probate information is sensitive. LegatePro is designed around controlled estate access.
Estate administration can involve financial records, beneficiary details, property information, creditor activity, court documents, and family context. LegatePro helps keep probate work organized inside the estate record instead of scattered across shared passwords, screenshots, text threads, and disconnected files.
Estate data deserves protection
Probate records can include financial details, beneficiary information, property activity, creditor records, and sensitive family context.
Invitation-based collaboration
Use estate-specific access patterns instead of sharing logins, forwarding screenshots, or managing probate through scattered channels.
Beneficiary visibility controls
Share read-only updates through beneficiary workflows without exposing private workspace controls or unrelated estate records.
Audit trail accountability
Maintain a clearer history of estate activity, decisions, reports, and record updates throughout administration.
LegatePro organizes probate work. It does not replace legal advice.
Use LegatePro to keep estate records, accounting, tasks, beneficiary updates, and reports organized. Always confirm legal, tax, court, and fiduciary requirements with a qualified professional.
Explore probate workflows by state
LegatePro supports probate work across jurisdictions. Explore state-specific probate software pages for workflow guidance, court terminology, fiduciary responsibilities, accounting needs, and estate administration organization.
CA probate software
California probate software
Organize California probate administration with one workspace for estate tasks, documents, accounting, beneficiaries, attorney review, and court-ready reporting.
Common focus
Track court filings and probate deadlines
California Superior Court probate divisionsView page
NY probate software
New York probate software
Organize New York estate administration with tools for tasks, documents, accounting, beneficiaries, attorney review, audit trails, and reports.
Common focus
Track Surrogate's Court-related tasks
New York Surrogate's CourtView page
MI probate software
Michigan probate software
Organize Michigan estate administration with one place for probate tasks, documents, estate accounting, property activity, beneficiaries, and reports.
Common focus
Track Personal Representative duties
Michigan probate courtsView page
TX probate software
Texas probate software
Manage Texas probate work with tools for tasks, documents, estate money, beneficiaries, attorney collaboration, audit trails, and reports.
Common focus
Track executor and administrator responsibilities
Texas probate courts and county courtsView page
FL probate software
Florida probate software
Track Florida probate tasks, estate records, accounting, beneficiary updates, attorney collaboration, and reports in one organized workspace.
Common focus
Track estate tasks and probate deadlines
Florida circuit court probate divisionsView page
IL probate software
Illinois probate software
Manage Illinois probate work with structured tools for estate tasks, documents, expenses, beneficiaries, attorney review, and reports.
Common focus
Track court and estate administration tasks
Illinois circuit court probate divisionsView page
Popular probate software city pages
Explore city-specific probate administration resources for executors, Personal Representatives, administrators, and probate professionals in major local markets.
California
Los Angeles Probate Software
Organize Los Angeles probate administration with one workspace for estate tasks, documents, accounting, property activity, beneficiaries, audit trails, and reporting.
5 probate workflowsExplore →
Michigan
Detroit Probate Software
Manage Detroit estate administration, property records, accounting, documents, beneficiaries, and reporting from one organized estate workspace.
5 probate workflowsExplore →
Illinois
Chicago Probate Software
Manage Chicago probate administration with tools for estate tasks, documents, accounting, beneficiaries, distributions, audit trails, and reporting.
5 probate workflowsExplore →
Probate resource library
Find practical guidance, state-specific education, common answers, and planning tools without leaving the probate workflow.
State guides
Local terminology, court processes, and fiduciary responsibilities.
- California Probate Guide
- Texas Probate Guide
- Florida Probate Guide
- Michigan Probate Guide
- New York Probate Guide
Practical guides
Core responsibilities, accounting, inventory, and estate closeout.
Common questions
Plain-English answers about duties, timing, property, and heirs.
Planning tools
Estimate timelines, executor compensation, and distributions.
View all calculators →FAQ
What is probate software?
Probate software helps personal representatives (executors/administrators) and professionals manage estate administration in one place—tasks, deadlines, documents, contacts, income/expenses, and reporting. LegatePro is built specifically for probate workflows so you can stay organized and keep records audit-ready.
Who is LegatePro for?
LegatePro is for personal representatives (executors/administrators), probate attorneys, and estate managers who need a reliable system for tracking probate work, documents, and financial activity.
Can LegatePro help with estate accounting and reporting?
Yes. LegatePro helps you track estate income and expenses over time and maintain consistent records. You can review activity, reconcile transactions, and keep a clear audit trail to share with counsel or for court reporting.
How does LegatePro handle documents?
Documents are organized at the estate level so each estate stays clean and self-contained. Keep filings, receipts, and correspondence attached to the right estate for fast retrieval.
Can I manage multiple estates?
Yes. LegatePro supports managing multiple estates while keeping records scoped to the correct estate, so you can switch contexts without mixing data.
Can LegatePro work across different probate courts and state workflows?
Yes. LegatePro’s core workflow works across jurisdictions, and we publish state-specific probate software pages to help map the platform to common local terminology, estate administration steps, and recordkeeping needs.
Does LegatePro replace my accountant or legal counsel?
No. LegatePro is a workflow and system-of-record tool, not legal or tax advice. It helps you keep clean, consistent information to share with professionals.
Ready to run probate like a real operation?
Get organized today: estate money, documents, accounting, property activity, and cleaner court-ready records — in one place.