Professional fiduciary estate administration software
Estate administration software for professional fiduciaries
LegatePro helps professional fiduciaries manage probate tasks, estate records, documents, accounting activity, beneficiary communication, audit trails, and reporting across fiduciary matters.
A central operating system for fiduciary estate work
Manage the operational side of fiduciary administration with structured estate records, task workflows, money tracking, documents, beneficiary visibility, and exportable history.
- Track fiduciary duties, tasks, deadlines, and next actions
- Keep estate records separated across multiple matters
- Maintain audit trails and export snapshots for accountability
- Organize beneficiary communication, distributions, and shared reports
Built for accountability, visibility, and repeatable fiduciary workflows
Multiple estates create operational risk
Professional fiduciaries need clean separation between matters, beneficiaries, records, vendors, and distributions. LegatePro keeps each estate organized in its own workspace.
Every decision may need context later
Estate administration requires a clear trail of what happened, when it happened, who acted, and what documents supported the decision.
Beneficiaries and professionals need updates
LegatePro helps fiduciaries prepare cleaner summaries, shared reports, and beneficiary-facing visibility without rebuilding the estate story from scratch.
Fiduciary task management
Track duties, next actions, deadlines, notes, and estate administration progress across active matters.
Audit-ready estate records
Maintain audit trails, export history, document indexes, and structured activity records to support accountability.
Beneficiary and distribution workflows
Track beneficiaries, distribution status, shared reports, and portal visibility from one estate record.
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.
Probate Attorneys
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.
Run fiduciary estate administration with stronger records
Start with one estate and build a cleaner operational record for tasks, accounting, documents, beneficiaries, and reports.