Interactive Demo

See EstateProFiler in Action

Explore our interactive demo to see how EstateProFiler simplifies estate administration. Perfect for screen recording your marketing video!

1

Dashboard Overview

Smith Family Estate

In Progress

Decedent: John Smith • Opened: January 15, 2026

Total Assets

$0

Total Debts

$0

Net Estate

$0

Beneficiaries

$0

Overall Progress

65%

13

Tasks Complete

7

Tasks Remaining

On Track

Status

2

Automated Task Management

Watch tasks complete automatically

Click "Play Animation" to see how tasks are tracked and completed.

Obtain certified death certificates
Locate and review the will
File probate petition with court
Notify creditors and beneficiaries
Create asset inventory
Pay outstanding debts

Smart Deadlines

Tasks are automatically prioritized based on legal deadlines and dependencies.

File estate tax returnDue in 3 days
Creditor notice period endsDue in 14 days
Final accountingDue in 60 days

Reminders & Notifications

Get email reminders for upcoming deadlines and important milestones.

3

Court-Ready Reports

Generate Report

Gathering data...

Available Reports

Estate Inventory

Complete list of all assets and debts

Final Accounting

Income, expenses, and distributions

Heir Distribution

Summary of distributions to each beneficiary

Asset Disposition

What happened to each asset

4

Easy Collaboration

Share with your team

Invite co-executors, attorneys, accountants, or family members to collaborate.

SS

Sarah Smith

Co-Executor

Active
JW

James Wilson

Attorney

Active
MG

Maria Garcia

Accountant

Pending

Permission Levels

Full Access

Can view, edit, and manage all estate data

View Only

Can view estate data but cannot make changes

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