Named Executor? Here's what to do next.
Watch a real-feeling walk-through of probate inside EstateProFiler — state-specific checklists, court-ready reports, and the executor tools that actually move the needle.
Dashboard Overview
Smith Family Estate
In ProgressDecedent: John Smith • Opened: January 15, 2026
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Overall Progress
65%13
Tasks Complete
7
Tasks Remaining
On Track
Status
Automated Task Management
Watch tasks complete automatically
Click "Play Animation" to see how tasks are tracked and completed.
Smart Deadlines
Tasks are automatically prioritized based on legal deadlines and dependencies.
Reminders & Notifications
Get email reminders for upcoming deadlines and important milestones.
Court-Ready Reports
Generate Report
Available Reports
Estate Inventory
Every asset, valued and categorized
Full Accounting
Income, expenses, fees & distributions
Heir Distribution
Per-beneficiary breakdown with running balance
Per-State Form Tracker
Forms filed vs pending, by state
Easy Collaboration
Share with your team
Invite co-executors, attorneys, accountants, or family members to collaborate.
Sarah Smith
Co-Executor
James Wilson
Attorney
Maria Garcia
Accountant
Permission Levels
Can view, edit, and manage all estate data
Can view estate data but cannot make changes
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