Probate administration software
Stop managing probate in spreadsheets. Run every estate in one system.
Tasks, assets, statutory deadlines, and court-ready documents live together—so you move faster, retype less, and stop losing track of what's due on which file.
Built for estate administration, not generic case management. One structured workspace replaces the scattered Word, Excel, and email stack that breeds missed dates, overlooked assets, and duplicated work.
60-day free trial — add a card at checkout; you won't be charged until the trial ends. Open the app anytime.
Sign-in required for checkout: active firm membership in ProbateOS. Otherwise you'll be sent to sign-in first.
Show the primary workspace view: all open estates, probate status, and signals for deadlines, tasks, and risk—what a partner sees first when logging in.
The cost of spreadsheet probate — and what changes with ProbateOS
Same statutes and same judge. The difference is whether deadlines, assets, and drafts live in one system—or in five places that don't agree.
How probate works today
- Missed deadlines hide in inboxes, sticky notes, and calendars that don’t talk to each other
- Assets get overlooked when the “real” list is a Word schedule, a spreadsheet, and a draft that don’t match
- Partners and staff duplicate work—or work at cross-purposes—because no one sees the same file state
- Every new filing means retyping decedent, PR, heirs, and property blocks you’ve already written twice
With ProbateOS
- Deadlines and tasks live on the estate; what’s due (or late) is visible firm-wide, not tribal knowledge
- Asset data is entered once and reused for inventory, accounting, and drafts—no silent version drift
- Everyone on the matter sees the same tasks, assets, and documents—less confusion, fewer dropped balls
- Update the facts once; regenerate filings from structured data instead of retyping the caption again
Outcomes that matter in real probate practice
Fewer missed deadlines, fewer overlooked assets, less retyping, less confusion across your team—these modules match how you actually open estates, run tasks, prove assets, and get filings out the door.
See trouble before it’s a missed deadline or a thin file
One dashboard rolls up every open matter: probate phase, creditor windows, overdue tasks, and where the file is light—assets still not entered, heirs incomplete, bank not linked.
Partners and staff stop guessing who’s underwater this week; you’re looking at the same probate-specific picture, not a repurposed sales pipeline.
Show the main estates list, probate status, and columns that surface risk (tasks due, claims, etc.).
Never miss a probate deadline because it lived in someone’s inbox
Statutory and firm deadlines sit on the estate with owners and due dates. What’s overdue shows up across matters—not buried in a paralegal’s calendar while the publication clock runs.
When the court or a creditor letter changes the plan, you update one place. The whole team sees it—no more crossed signals on who was handling publication or the inventory deadline.
Task list or timeline tied to one matter—due dates, assignments, probate-specific task types.
Enter asset data once and use it everywhere
Real estate, accounts, vehicles, and personal property live in one structured inventory. Inventory schedules, accountings, and distribution planning pull from the same rows—no reconciling Word against Excel the week before a hearing.
That cuts the risk of an overlooked asset slipping through because the “real” list only existed in a draft someone else edited.
Asset table or grouped view: category, description, values—what counsel needs for inventory and court.
Generate filings without retyping the case every time
Petitions, notices, and routine drafts merge from the data you already entered—fewer typos in captions, less duplicated work when the court wants another form.
Facts change once in the file; you regenerate. No more six versions of the same Word template on the shared drive, each with slightly different decedent or property language.
Template list, generate action, or preview showing fields pulled from the estate record.
End the confusion: one source of truth for everyone on the file
Associates, paralegals, and partners work off the same tasks, people, assets, and generated documents—attached to the estate, not scattered across email and side spreadsheets.
New hires don’t inherit three conflicting “master” inventories. There’s one system to learn, and it matches how your firm actually runs probate.
If available: firm view or audit trail; otherwise reuse dashboard or estate overview.
How it works
Three steps from intake to output—without retyping the same facts into another tool.
Enter the estate
Intake decedent facts, PR, heirs, key dates, and assets into structured fields once—so you're not retyping them into tasks, notices, and petitions later.
The system organizes the file
Tasks, deadlines, assets, and people stay on the matter. Everyone sees the same status and open work—so nobody's working off a stale tab someone else abandoned.
Generate and complete
Produce filings and notices from live data, then check off work as the estate moves toward inventory, accounting, and distribution—without retyping the caption block for the tenth time.
Built by a probate attorney—not a generic legal-tech spec sheet
ProbateOS is shaped by day-to-day estate work: opening administrations, tracking creditor windows, building inventories, and moving files toward final settlement. The product assumes letters testamentary, publications, accountings, and distribution—not repurposed sales pipelines or contact databases with a probate skin. If your practice lives in probate court, this is the operating system you've been approximating with Word, Excel, and email.
Simple pricing
Every plan includes a 60-day free trial. Subscribe through Stripe Checkout (signed-in firm members only)—no charge until the trial ends.
No long-term contract. Cancel anytime if it's not the right fit.
Solo
$49/month
- 60-day free trial
- 1 user
Most firms
Firm
$149/month
- 60-day free trial
- Up to 5 users
- Additional seats: contact us (coming soon)
Stop losing deadlines and assets to scattered files.
Try ProbateOS free for 60 days—put your next estate on one system and see the difference before you pay.