Probate Software
LegatePro helps executors, personal representatives, and probate professionals manage probate administration in one place: estate money, tasks and deadlines, documents, property activity, and cleaner reporting-ready records.
LegatePro supports probate work across jurisdictions. Explore state-specific probate software pages for workflow guidance, court terminology, fiduciary responsibilities, accounting needs, and estate administration organization.
AL probate software
Organize Alabama probate administration with one workspace for estate tasks, documents, accounting, beneficiaries, attorney collaboration, audit trails, and reports.
Common focus
Track executor and administrator responsibilities
AZ probate software
Manage Arizona probate administration with one workspace for estate tasks, documents, accounting, beneficiaries, attorney review, audit trails, and reports.
Common focus
Track Personal Representative responsibilities
CA probate software
Organize California probate administration with one workspace for estate tasks, documents, accounting, beneficiaries, attorney review, and court-ready reporting.
Common focus
Track court filings and probate deadlines
CO probate software
Track Colorado probate tasks, estate documents, accounting, beneficiary updates, attorney collaboration, audit trails, and reports in one organized workspace.
Common focus
Track Personal Representative tasks and deadlines
CT probate software
Organize Connecticut probate administration with tools for estate tasks, documents, accounting, beneficiaries, attorney review, audit trails, and reports.
Common focus
Track fiduciary responsibilities and court milestones
FL probate software
Track Florida probate tasks, estate records, accounting, beneficiary updates, attorney collaboration, and reports in one organized workspace.
Common focus
Track estate tasks and probate deadlines
GA probate software
Organize Georgia probate work with one place for estate tasks, documents, money tracking, beneficiary communication, audit trails, and reports.
Common focus
Track executor and administrator duties
IL probate software
Manage Illinois probate work with structured tools for estate tasks, documents, expenses, beneficiaries, attorney review, and reports.
Common focus
Track court and estate administration tasks
IN probate software
Manage Indiana probate work with tools for estate tasks, documents, accounting, beneficiaries, attorney review, audit trails, and reports.
Common focus
Track Personal Representative duties and deadlines
MD probate software
Manage Maryland estate administration with tools for tasks, documents, estate money, beneficiaries, attorney collaboration, audit trails, and reports.
Common focus
Track Personal Representative duties and probate milestones
MA probate software
Organize Massachusetts probate administration with tools for estate tasks, documents, accounting, beneficiaries, attorney review, audit trails, and reports.
Common focus
Track Personal Representative responsibilities
MI probate software
Organize Michigan estate administration with one place for probate tasks, documents, estate accounting, property activity, beneficiaries, and reports.
Common focus
Track Personal Representative duties
MN probate software
Organize Minnesota probate administration with tools for estate tasks, documents, accounting, beneficiaries, attorney collaboration, audit trails, and reports.
Common focus
Track Personal Representative tasks
MO probate software
Organize Missouri probate administration with tools for tasks, estate documents, accounting, beneficiaries, attorney review, audit trails, and reports.
Common focus
Track Personal Representative duties
NV probate software
Organize Nevada probate administration with tools for tasks, documents, estate money, beneficiaries, attorney review, audit trails, and reports.
Common focus
Track Personal Representative responsibilities
NJ probate software
Organize New Jersey probate administration with one workspace for estate tasks, documents, accounting, beneficiaries, attorney review, audit trails, and reports.
Common focus
Track executor tasks and Surrogate's Court milestones
NY probate software
Organize New York estate administration with tools for tasks, documents, accounting, beneficiaries, attorney review, audit trails, and reports.
Common focus
Track Surrogate's Court-related tasks
NC probate software
Organize North Carolina estate administration with tools for tasks, documents, estate money, beneficiaries, attorney review, audit trails, and reports.
Common focus
Track executor and administrator duties
OH probate software
Organize Ohio probate administration with one workspace for estate tasks, documents, accounting, beneficiaries, attorney review, audit trails, and reports.
Common focus
Track probate court tasks and deadlines
OR probate software
Manage Oregon probate administration with one workspace for estate tasks, documents, accounting, beneficiaries, attorney collaboration, audit trails, and reports.
Common focus
Track Personal Representative tasks and deadlines
PA probate software
Manage Pennsylvania estate administration with tools for tasks, documents, estate accounting, beneficiaries, attorney collaboration, and reports.
Common focus
Track executor responsibilities and estate milestones
SC probate software
Organize South Carolina probate administration with one place for estate tasks, documents, accounting, beneficiaries, attorney review, audit trails, and reports.
Common focus
Track Personal Representative and administrator duties
TN probate software
Organize Tennessee probate administration with tools for estate tasks, documents, accounting, beneficiaries, attorney collaboration, audit trails, and reports.
Common focus
Track executor and administrator responsibilities
TX probate software
Manage Texas probate work with tools for tasks, documents, estate money, beneficiaries, attorney collaboration, audit trails, and reports.
Common focus
Track executor and administrator responsibilities
VA probate software
Organize Virginia probate work with one place for estate tasks, documents, accounting, beneficiary communication, attorney review, audit trails, and reports.
Common focus
Track qualification, inventory, and accounting milestones
WA probate software
Manage Washington probate administration with tools for tasks, documents, estate money, beneficiary communication, attorney collaboration, and reports.
Common focus
Track Personal Representative responsibilities
WI probate software
Manage Wisconsin probate administration with one workspace for estate tasks, documents, accounting, beneficiaries, attorney review, audit trails, and reports.
Common focus
Track Personal Representative responsibilities
Explore city-specific probate administration resources for executors, Personal Representatives, administrators, and probate professionals in major local markets.
California
Organize Los Angeles probate administration with one workspace for estate tasks, documents, accounting, property activity, beneficiaries, audit trails, and reporting.
California
Track San Diego probate tasks, documents, accounting, property activity, beneficiaries, and reporting from one organized estate workspace.
Michigan
Manage Detroit estate administration, property records, accounting, documents, beneficiaries, and reporting from one organized estate workspace.
Nevada
Organize Las Vegas probate administration with tools for estate tasks, documents, accounting, property activity, beneficiaries, and reports.
Illinois
Manage Chicago probate administration with tools for estate tasks, documents, accounting, beneficiaries, distributions, audit trails, and reporting.
Michigan
Organize Grand Rapids estate administration with one workspace for probate tasks, documents, accounting, property activity, beneficiaries, and reports.
Stay on top of probate tasks, deadlines, and paperwork without losing track of the money.
Give clients structure—standardized workflows, clean records, and fewer “where is that?” moments.
Coordinate responsibilities across properties, payments, vendors, and documents with clarity.
Why executors choose LegatePro
Executors and Personal Representatives need more than a spreadsheet. LegatePro gives estate administration a dedicated operating system for tasks, accounting, beneficiaries, documents, reports, and accountability.
Turn probate work into a clear task list instead of relying on memory, email threads, or scattered notes.
Track estate income, expenses, reimbursements, receipts, and reporting context in one place.
Keep beneficiary records, distribution status, and communication context organized throughout administration.
Prepare cleaner summaries for attorney review, beneficiary updates, and court-facing reporting workflows.
Maintain a record of estate activity so decisions, updates, and changes are easier to review later.
Surface risks, responsibilities, and suggested next steps based on estate activity and readiness signals.
Share read-only estate updates without giving beneficiaries access to private workspace controls.
Ask estate-aware questions and turn probate context into clearer action, organization, and reporting support.
LegatePro is designed for Personal Representatives, executors, fiduciaries, families, and estate professionals who need to organize probate activity from intake through accounting, reporting, beneficiary communication, and closeout.
Security and privacy mindset
Estate administration can involve financial records, beneficiary details, property information, creditor activity, court documents, and family context. LegatePro helps keep probate work organized inside the estate record instead of scattered across shared passwords, screenshots, text threads, and disconnected files.
Probate records can include financial details, beneficiary information, property activity, creditor records, and sensitive family context.
Use estate-specific access patterns instead of sharing logins, forwarding screenshots, or managing probate through scattered channels.
Share read-only updates through beneficiary workflows without exposing private workspace controls or unrelated estate records.
Maintain a clearer history of estate activity, decisions, reports, and record updates throughout administration.
Use LegatePro to keep estate records, accounting, tasks, beneficiary updates, and reports organized. Always confirm legal, tax, court, and fiduciary requirements with a qualified professional.
Built from real probate experience
Tasks, expenses, documents, beneficiary communication, court-ready records, and reporting often end up spread across too many places. LegatePro exists to help Personal Representatives keep that work organized from intake through closeout.
Read the LegatePro story →These pages are practical starting points. LegatePro works across states, but terminology, court process, fiduciary obligations, and next steps can differ by jurisdiction.
27 states currently available
Explore educational probate guides for major states, then move into state-specific probate software workflows for accounting, documents, beneficiaries, reports, and estate administration.
California
A practical California probate guide for executors, Personal Representatives, fiduciaries, and families organizing estate administration.
Texas
A practical Texas probate guide for executors, administrators, and families managing estate records, accounting, property, and beneficiaries.
Florida
A practical Florida probate guide for executors, families, and estate professionals organizing probate administration.
Michigan
A practical Michigan probate guide for Personal Representatives, executors, and families organizing estate administration.
New York
A practical New York probate guide for executors, administrators, families, and estate professionals organizing probate records.
Learn how to organize probate work before you move it into software. Start with practical guides for executor responsibilities, estate accounting, inventory, and closing an estate.
Organize estate tasks, documents, accounting, beneficiaries, and reporting.
Track executor duties, records, communication, accounting, and reports.
Learn how to track estate income, expenses, reimbursements, and receipts.
Build a structured inventory of assets, debts, property, and documents.
Prepare final accounting, distributions, reports, and closeout records.
Get plain-English answers to common probate questions before organizing the work in software. Learn about executor duties, probate timelines, estate property, probate accounting, and estates without wills.
Understand what an executor does during probate and what records matter.
Learn what affects probate timing, delays, accounting, and distribution.
See how property records, expenses, and sale activity fit into probate.
Learn what probate accounting tracks and why receipts and reports matter.
Understand probate without a will, heirs, appointment, and distributions.
Estimate probate timelines, executor compensation scenarios, and estate distribution planning before moving the work into LegatePro for tasks, accounting, documents, beneficiaries, and reporting.
Probate calculator
Estimate how long probate administration may take based on estate complexity, property activity, beneficiary coordination, creditor issues, accounting readiness, and document organization.
Executor calculator
Estimate executor compensation scenarios using estate value, percentage assumptions, hourly work, reimbursable expenses, and recordkeeping context.
Distribution calculator
Estimate beneficiary distribution scenarios using estate value, known debts, expenses, reserves, share percentages, and probate accounting assumptions.
Create and complete tasks, set due dates, and keep a clear timeline of what’s next.
Log expenses with supporting detail so reporting and reimbursements are painless.
Track what’s invoiced, what’s paid, and what needs follow-up—without spreadsheets.
Record rent payments, see income trends, and keep property financials understandable.
Keep documents tied to the right estate so you can find what you need quickly.
Maintain a consistent record of activity and finances to support probate reporting.
Probate software helps personal representatives (executors/administrators) and professionals manage estate administration in one place—tasks, deadlines, documents, contacts, income/expenses, and reporting. LegatePro is built specifically for probate workflows so you can stay organized and keep records audit-ready.
LegatePro is for personal representatives (executors/administrators), probate attorneys, and estate managers who need a reliable system for tracking probate work, documents, and financial activity.
Yes. LegatePro helps you track estate income and expenses over time and maintain consistent records. You can review activity, reconcile transactions, and keep a clear audit trail to share with counsel or for court reporting.
Documents are organized at the estate level so each estate stays clean and self-contained. Keep filings, receipts, and correspondence attached to the right estate for fast retrieval.
Yes. LegatePro supports managing multiple estates while keeping records scoped to the correct estate, so you can switch contexts without mixing data.
Yes. LegatePro’s core workflow works across jurisdictions, and we publish state-specific probate software pages to help map the platform to common local terminology, estate administration steps, and recordkeeping needs.
No. LegatePro is a workflow and system-of-record tool, not legal or tax advice. It helps you keep clean, consistent information to share with professionals.
Get organized today: estate money, documents, accounting, property activity, and cleaner court-ready records — in one place.