Secure Estate Management Platform

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

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Smith Family Estate

In Progress

Assets

$375,000

Debts

$130,000

Net Value

$245,000

Task Progress

13/20 complete
Obtain death certificates
File probate petition
Notify creditors

Report Generated

Inventory PDF ready

Features

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.

Ready to simplify estate administration?

Start managing your estate with clarity and confidence. Begin your free trial today — no credit card required.