Estate-aware structure
Each matter captures the decedent, executor, beneficiaries, assets, and debts. Inventory and appraisement flow from the same data.
Probate court deadlines
Texas probate court deadlines tracked with reminders for inventory due dates, accountings, and hearings.
Beneficiary communication
Keep beneficiaries informed through the secure client portal without exposing privileged information.
Core capabilities
Estate matter templates
Independent and dependent administrations, muniment of title, small estates.
Inventory & appraisement
Track assets, debts, and valuations per estate.
Beneficiary tracking
Beneficiary list with contact info and distributions.
Court deadlines
Reminders for inventory, accounting, and hearings.
Document filings
Per-matter document storage and templating.
Client portal
Secure access for executors and authorized parties.
Who it's built for
- Texas probate attorneys
- Estate planning practices that handle administration
- Probate-focused solos
- General practices with probate work
Frequently asked questions
Do you support both independent and dependent administrations?
Yes. Templates cover both, plus muniment of title and small estate affidavits.
Can multiple beneficiaries access the portal?
Authorized parties can be granted scoped access.
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