Professional fiduciary estate administration software
LegatePro helps professional fiduciaries manage probate tasks, estate records, documents, accounting activity, beneficiary communication, audit trails, and reporting across fiduciary matters.
Operating model
Manage the operational side of fiduciary administration with structured estate records, task workflows, money tracking, documents, beneficiary visibility, and exportable history.
Challenge
Professional fiduciaries need clean separation between matters, beneficiaries, records, vendors, and distributions. LegatePro keeps each estate organized in its own workspace.
Workspace response
Track duties, next actions, deadlines, notes, and estate administration progress across active matters.
Challenge
Estate administration requires a clear trail of what happened, when it happened, who acted, and what documents supported the decision.
Workspace response
Maintain audit trails, export history, document indexes, and structured activity records to support accountability.
Challenge
LegatePro helps fiduciaries prepare cleaner summaries, shared reports, and beneficiary-facing visibility without rebuilding the estate story from scratch.
Workspace response
Track beneficiaries, distribution status, shared reports, and portal visibility from one estate record.
Professional workflows
Keep estate finances, supporting records, export history, and professional reports connected in one accountable workflow.
LegatePro helps executors, attorneys, accountants, and fiduciaries create cleaner probate reports from structured estate tasks, documents, expenses, distributions, audit trails, and export snapshots.
Explore workflow →ReportingLegatePro helps probate professionals create branded estate reports and export snapshots that make estate administration easier to explain to clients, beneficiaries, attorneys, and fiduciary teams.
Explore workflow →AccountingLegatePro gives estate representatives and professionals a cleaner way to track estate money, supporting documents, reimbursements, income, property activity, distributions, beneficiary context, and reports.
Explore workflow →AccountingLegatePro helps executors, fiduciaries, attorneys, and professionals track beneficiary distribution status, notes, scheduled dates, paid dates, supporting accounting context, and reporting history.
Explore workflow →AccountingLegatePro helps executors and Personal Representatives organize estate money, receipts, reimbursements, distributions, beneficiary questions, audit history, and reporting without relying on scattered spreadsheets.
Explore workflow →AccountingLegatePro helps executors and probate professionals track estate money, expenses, reimbursements, income, distributions, receipts, property activity, audit trails, and reporting from one organized estate workspace.
Explore workflow →AccountingLegatePro helps executors, attorneys, fiduciaries, and accountants track probate expenses, receipts, reimbursements, vendors, property costs, audit history, and reports in one estate workspace.
Explore workflow →AI guidance and coaching
Ask questions about available estate records, interpret readiness and risk signals, and organize prioritized work while keeping professional judgment with your team.
Bring readiness, coaching, accounting, document, and filing signals into one prioritized operational plan for the estate team to review and act on.
Learn more →Review readiness, risk, momentum, and stalled-work signals derived from the estate record, then focus on the highest-impact operational next step.
Learn more →Ask questions about the tasks, documents, accounting activity, people, property, and status currently recorded in an estate workspace.
Learn more →Client education
Give executors, beneficiaries, and families concise guidance on responsibilities, timelines, accounting, property, and estate closeout.
Use this probate checklist to organize estate tasks, documents, accounting, beneficiaries, property activity, reporting, and final distribution work.
Read guide →A practical checklist for executors and Personal Representatives managing estate records, probate tasks, accounting, beneficiaries, property, and reports.
Read guide →Learn how to organize probate accounting records for estate expenses, income, reimbursements, receipts, property costs, beneficiaries, distributions, and reporting.
Read guide →Learn how to organize an estate inventory with assets, property, accounts, documents, debts, values, notes, beneficiaries, and reporting context.
Read guide →Learn what executors should organize before closing an estate, including final accounting, distributions, documents, reports, beneficiary updates, and audit history.
Read guide →An executor or Personal Representative manages the practical work of estate administration, including documents, accounting, assets, beneficiaries, court-related steps, and final records.
Read answer →Probate timing varies by state, court, estate complexity, creditor issues, beneficiary coordination, accounting readiness, property activity, and how organized the estate records are.
Read answer →An executor may be involved in selling estate property depending on the will, court authority, state rules, beneficiary issues, debts, and attorney guidance. Strong records are essential.
Read answer →Probate accounting is the organized record of estate money movement, including income, expenses, reimbursements, property costs, distributions, receipts, notes, and supporting documents.
Read answer →When someone dies without a will, the estate may still need probate administration. The court may appoint someone to manage estate records, accounting, heirs, property, and distributions according to state law.
Read answer →LegatePro helps accountants and estate professionals track estate money, supporting documents, reimbursements, distributions, property activity, and audit history in one organized estate workspace.
Explore solution →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.
Explore solution →Start with one estate and build a cleaner operational record for tasks, accounting, documents, beneficiaries, and reports.