Estate Administration Made Simple
Whether you're a first-time executor or seasoned professional, our software guides you through every step of probate with clarity and confidence.
- Automated task management
- State-specific guidance
- Court-ready reports
No credit card required • Free 30-day trial
Everything you need to settle an estate
From initial inventory to final distribution, EstateProFiler guides you through every step of the probate process.
Creates Your Plan
Automatically generates a customized task list based on your estate. Tracks due dates and links to key probate forms.
Explains Your Duties
Comprehensive guides describe the overall process with state-specific requirements, examples, and references.
Simplifies Accounting
Calculates estate value, tracks income and expenses, computes executor compensation and distributions.
Centralizes Information
Organize everything in one place. Store copies of the will, attach files to assets, heirs, and transactions.
Imports from Bank
Optionally download directly from your bank. Automatically identifies distributions and debt payments.
Share & Collaborate
Share access online with other executors, probate lawyers, or heirs. Assign edit or view permissions.
Skip the signup — tour a real estate in one click.
We've pre-populated a sample estate with everything you'd manage in real life — assets, tasks, cashflow, heirs, court filings, and executor time logs. Click the button and you're in. No credit card. No account. No email.
The dataset resets on every demo login so every visitor sees the same pristine sandbox.
$2.4M pre-loaded estate
Nine real-world assets across bank, brokerage, retirement, real estate, life insurance, vehicles, and personal property.
11 executor tasks, mid-flight
Some completed, some in progress, some pending — see how state deadlines, priorities, and status states look together.
3 heirs with real distributions
Percentage-based residuary + a specific bequest so you can see how the distribution math falls out.