Probate & estate administration software
EstateAssist keeps attorneys, fiduciaries and courts in sync, from intake through final accounting so every case moves forward without the paperwork chaos.
See a case from start to finish.
Purpose-built tools carry a case from open to close. Click through to see a few of them.
01/12
Manage each case from one powerful dashboard. Nothing about the estate is a surprise.
02/12
Draft, track, and file pleadings without leaving the matter — every version stays attached to the case history.
03/12
A running ledger of every dollar in and out of the estate, formatted the way your county probate court expects.
04/12
Every letter and email to clients, courts, and interested persons, logged and searchable in one thread.
05/12
Quick, timestamped notes visible to your whole team; no more digging through email for the last update.
06/12
Track every heir and beneficiary — contact details, notice status, and waivers — in one organized list.
07/12
A single source of truth for estate assets and transactions, ready to reconcile against bank statements.
08/12
Send required notices and collect signed waivers, with status tracked automatically against court deadlines.
09/12
Build final and interim accountings directly from your case data; formatted for your county's requirements.
10/12
File and track fiduciary bond applications, with status visible right from the case dashboard.
11/12
Automated reminders for every filing deadline, so accounts and reports are never late again.
12/12
Quick access to your county's probate court website and local rules, right from inside the matter.
I was recently at a meeting in someone else's building, and the room became warm and stuffy. Someone grabbed a box fan from a supply closet to move some air. What they returned with may have been the…
EstateAssist automates the preparation of probate court pleadings. It does so by filling Supreme Court standard probate forms, and local probate court forms. All of these come in the form of PDFs…
Your data security is of primary importance to us. EstateAssist is built and hosted on some of the most powerful and secure software platforms in the world, including Amazon’s AWS system. It has been…
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