Probate Software
Probate software that keeps personal representatives organized and estates audit-ready.
LegatePro helps you manage probate administration in one place: tasks and deadlines, expenses and invoices, rent and property cash flow, documents, and exportable records for reporting.
Personal representatives
Stay on top of probate tasks, deadlines, and paperwork without losing track of the money.
Probate attorneys
Give clients structure—standardized workflows, clean records, and fewer “where is that?” moments.
Estate managers & families
Coordinate responsibilities across properties, payments, vendors, and documents with clarity.
Probate software by state
See state-specific guidance and workflows. These pages are practical starting points — the app works the same across states, but terminology and next steps can differ.
What LegatePro helps you do
Track probate tasks & deadlines
Create and complete tasks, set due dates, and keep a clear timeline of what’s next.
Organize estate expenses & reimbursements
Log expenses with supporting detail so reporting and reimbursements are painless.
Manage invoices, payments, and collections
Track what’s invoiced, what’s paid, and what needs follow-up—without spreadsheets.
Monitor rent & property cash flow
Record rent payments, see income trends, and keep property financials understandable.
Centralize probate documents
Keep documents tied to the right estate so you can find what you need quickly.
Stay audit-ready
Maintain a consistent record of activity and finances to support probate reporting.
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.
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: tasks, documents, accounting, invoices, and rent tracking — in one place.