For US probate and estate practices
An attorney-controlled workspace for decedents’ estates, from first instruction through final distribution. It coordinates information, evidence, approvals and communication. It does not replace your judgement, and it will not pretend to.
All 50 states and DC, each with its own cited probate content. Opening with a small group of design-partner firms.
One session
Guided intake builds the estate graph — people, assets, debts, documents and unknowns — in a single sitting with the executor.
Never “pending”
Every blocked step names an owner, a reason, a dependency and the request that will clear it.
Under 60 seconds
A client update assembled from approved wording, ready for you to read and send.
Every figure traceable
From a source document page to a ledger entry to a distribution line.
They stall because information is scattered, waiting is invisible, and nobody owns the next action. Three failures, over and over:
The file says “pending bank”. Which bank, asked when, chased how many times, and by whom? The answer is in someone's inbox, or in their head.
So a paralegal reconstructs the position from the file, writes it out, and has it checked. Twenty minutes, several times a month, per estate.
Date-of-death values, later valuations, expenses, interim payments. By distribution, reconciling it is an afternoon and an act of faith.
The mechanism
Every step that cannot proceed resolves to a blocker carrying its owner, its cause, the dependency chain and the request that will clear it. The internal board, the client portal and the drafted update all render the same object — so none of them can drift from the others, and none of them can quietly say less than the truth.
It also distinguishes waiting on the world from waiting on you. That distinction is the product’s north-star metric: active administration time, with genuine external delay taken out.
What is blocking this estate
Estate of C R Beasley · EST-2025-318
Decide the treatment of real property (sell, transfer or retain)
No one is assigned to this step.
Unassigned — needs an ownerCollect and transfer assets into estate controlcritical path
Waiting on a bank, plan administrator or transfer agent.
Meridian BankFile the final Form 1040 and the estate’s Form 1041
Cannot start until "Collect and transfer assets into estate control" is finished.
Toh & Partners CPAsThe executor sees the middle one as “Waiting on a bank, plan administrator or transfer agent”. They never see the first or the third.
Partitions
Not through the screen, not through a URL, not through a count, not through the metadata of a notification email. Visibility is applied as part of the database query, so records a person may not see never enter the result set — there is nothing to leak through a total or a page number.
Executor-visible and beneficiary-visible are siblings, not a hierarchy. An executor working through a family dispute is not a wider audience for it.
This is stated as an executable test rather than a promise: the suite asserts that a beneficiary’s view of an estate contains no other participant’s name, no internal milestone wording and no task title.
| Who | What they see |
|---|---|
| Responsible attorney | Everything, including privileged notes |
| Paralegal | Firm work product and below — not the attorney's privileged notes |
| Executor / personal representative | Progress, their own requests, documents marked executor-visible |
| Beneficiary | Plain-language progress, their own requests, their own statement |
| CPA or appraiser | Only the assets and questions assigned to them |
| Firm administrator | Templates, permissions and billing — not matter contents |
Evidence
Upload a bank statement and the closing balance arrives with the page number and the exact quote it came from. It stays a proposal until a person accepts it. Nothing a model produces becomes an estate record on its own.
A double-entry ledger in exact integer cents — no floating point anywhere in the codebase. Corrections are reversing journals, so the error and its correction both stay on the record, which is what an auditor actually wants.
A distribution will not be approved over an unreconciled ledger, unapproved entitlements or an unverified payment destination. Waiving one takes a written reason recorded against your name, not a checkbox.
Every state's claims period, small-estate threshold, inventory deadline and form set carries a citation to the statute or rule it comes from. It cannot be published until an attorney admitted in that state signs a review pack — and editing it afterwards invalidates their signature.
Boundaries
This list is not a disclaimer at the bottom of a page. It is enforced in the code: the AI layer has an allow-list of purposes with no free-form endpoint, and a guard that discards any generated text making one of these determinations and records that it did.
The product is fully usable with the AI turned off entirely, and ships that way.
Pricing
$349per estate, one-time
Covers one estate from opening to closing. No subscription and no onboarding fee.
$299per month, billed annually
Fifteen new estates a year included, then $249 an estate. $349 month to month.
$749per month, billed annually
Forty new estates a year included, then $199 an estate. Onboarding included.
E-signature, Clio and QuickBooks connections and single sign-on are on the roadmap and are not yet connected. Design partners help decide which comes first.
On passing the cost to the estate
Assume a monthly subscription cannot be. Under ABA Formal Opinion 93-379, and the 2024 guidance that applies it to technology (ABA Formal Opinion 512, Florida Bar Opinion 24-1), a flat subscription is firm overhead. A per-estate licence is an identifiable per-matter cost, so it can be disclosed in writing and billed at cost, or bought by the personal representative as an administration expense — but the probate court still decides what the estate pays, and statutory-fee states such as California are unlikely to allow it. Check your own state’s rules. Prices exclude any applicable sales tax.
Design partners
Any state, running real estates, willing to tell us plainly when something does not fit how you work. In return you get the product at a design-partner rate, direct access to the people building it, and your workflows reflected in what ships.
What we ask
Where the product actually is
The workspace, portal, ledger, distribution engine and reporting are built and tested. Probate content for every state is researched and cited, but none is published until an attorney admitted in that state signs it off, and e-signature and practice-management integrations are interfaces rather than connections. We would rather you knew that now.