Probate administration
Run every probate matter in one workspace.
Probate administration software for law firms. Estate inventory, task management, accounting summaries, and document generation in one system—built specifically for probate administration, not generic case software with an estate skin.
60-day trial via Stripe Checkout (sign-in required). You are not charged until the trial ends.
What ProbateOS replaces
One operational workspace instead of a patchwork of files.
The same statutes and court rules—without spreadsheets, disconnected Word documents, and side inboxes pretending to be your docket.
Typical stack
- Deadlines and tasks scattered across calendars, inboxes, and spreadsheets
- Inventory and accounting figures maintained in Word and Excel that drift apart
- Caption blocks and party lists retyped for every new filing
With ProbateOS
- Tasks and statutory windows attached to the estate, visible across the firm
- Structured inventory and accounting summaries tied to the same matter record
- Document generation from the data you already entered on the file
In the product today
Core operational features
Firm-scoped estate records with the worksheets and outputs your team uses week to week.
Estate tracking
Open and closed matters with probate phase and firm-scoped visibility.
Probate phases
Track where each administration sits in your workflow, not generic “stages.”
Task worksheets
Estate-level tasks with owners and due dates—built for administration work.
Inventory worksheets
Structured asset capture for schedules, accountings, and court-ready output.
Accounting summaries
Summary accounting views aligned to the estate record.
Document generation
Generate filings and drafts from live estate data—less retyping.
Reports
Firm-wide reporting across estates and operations.
People and heirs
Heirs, representatives, and related parties tracked on the matter.
Billing
Firm billing and subscription management inside the same workspace shell.
Firm settings
Firm profile, defaults, and internal users in one workspace shell.
Workflow
From intake data to filings and closeout
Structured fields on the estate feed tasks, inventory, summaries, and generated documents—so the file stays coherent as the matter moves.
Open the matter
Decedent, personal representative, heirs, and key dates live on one estate record—not scattered drafts.
Run the administration
Tasks, inventory, accounting summaries, and documents attach to the same workspace your firm already uses.
Close with confidence
Reporting and firm settings keep the practice aligned as matters move toward inventory, accounting, and distribution.
Pricing
Simple plans for firms and solos
Every plan includes a 60-day trial. Subscribe through Stripe when you are ready; cancel if it is not the right fit.
Solo
$49/ month
- 60-day free trial
- 1 user
Most firms
Firm
$149/ month
- 60-day free trial
- Up to 5 users
- Additional seats: contact us (coming soon)