Powerful tools for estate management
Everything you need to manage probate efficiently, from initial inventory to final distribution. Built by experts for executors like you.
18+ Pre-populated Tasks
Per estate
20+ Asset Categories
Court-compliant
4 Report Types
PDF ready
Bank-level Security
Encrypted data
Automated Task Management
Never miss a deadline with our intelligent task system that automatically generates a customized checklist for your estate.
- Auto-generated tasks based on estate type
- Due date tracking and reminders
- Links to required probate forms
- Progress tracking dashboard
Automated Task Management
Asset Inventory
Track all probate and non-probate assets with automatic categorization for court compliance.
- Smart asset categorization
- Probate vs non-probate separation
- Status tracking (Identified → Valued → Distributed)
- Real-time value calculations
Asset Inventory
Simplified Accounting
Track every dollar with our powerful accounting tools designed specifically for estate administration.
- Income and expense tracking
- Executor compensation calculator
- Distribution calculations
- Receipt scanning with OCR
Simplified Accounting
Heir Management
Maintain complete records for all beneficiaries with residuary percentages and bequest tracking.
- Automatic percentage validation
- Bequest and residuary tracking
- Contact information management
- Distribution history per heir
Heir Management
Court-ready reports in one click
Generate professional PDF reports that meet court requirements. Preview before downloading and customize as needed.
Inventory Reports
Generate court-ready inventory reports with all assets and debts.
Accounting Reports
Complete final accounting reports for court submission.
Heir Distribution
Track and report distributions to each beneficiary.
Estate Analytics
Visual dashboards showing estate progress and status.