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
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.