Probate software
Probate and estate administration — organized, trackable, reporting-ready
LegatePro is a modern probate workspace for executors, personal representatives, and probate professionals. Track tasks, documents, expenses, property activity, and the estate timeline in one clean system — so the work is easier to manage and easier to explain.
Tasks & workflow
Turn probate work into a clear checklist with due dates and progress you can trust.
Documents & receipts
Centralize supporting materials where they belong — inside the estate.
Financial clarity
Track expenses and income consistently so reporting is straightforward.
What you can do in LegatePro
Probate is coordination across people, paperwork, and money. LegatePro gives you one place to manage it — with a clean audit trail.
- • Track estate tasks, due dates, and completion status
- • Store documents per estate (court docs, letters, appraisals, invoices)
- • Log expenses and receipts with consistent categorization
- • Manage property activity (maintenance, rent, utilities, vendors)
- • Maintain notes + an activity timeline for context and continuity
Probate software by state
Explore state-focused pages to match local terminology and common court expectations:
California
Estate admin workflows for California personal representatives and probate teams.
New York
Organize Surrogate’s Court work: tasks, documents, expenses, and reporting.
Michigan
Built for Michigan personal representatives: clean tracking across assets and time.
LegatePro works across jurisdictions. If you don’t see your state listed, start with the core workflow and use the terminology that matches your local court.
Probate software FAQ
What is probate software?
Probate software helps executors, personal representatives, and probate professionals organize estate administration work in one place — tasks, documents, expenses, property activity, and reporting — so the process is easier to run and easier to explain.
Who is LegatePro for?
LegatePro is designed for executors and personal representatives managing an estate, as well as probate attorneys, paralegals, fiduciaries, and teams who need a clean system for tracking work, documents, and financial activity.
Can I use LegatePro in any state?
Yes. The core workflow works across jurisdictions. We also publish state-focused pages (like California, New York, and Michigan) to help you map the platform to common local terminology and steps.
Does LegatePro help with estate accounting and reporting?
LegatePro helps you track expenses, income, receipts, and property activity consistently so you can produce clearer summaries and support reporting. The goal is financial clarity with an audit-friendly trail.
Ready to run probate like a real system?
If you’re managing an estate, the hard part shouldn’t be staying organized. LegatePro is built to make the work trackable and professional from day one.