Named Executor? Here's what to do next.
EstateProFiler walks you through probate the way the courts expect. State-specific forms, court-ready reports, and a calm interface — so you can honor the person who trusted you, without losing your weekends.
No credit card · Cancel anytime · 1 free estate report included
50 States
Probate guidance
20+ Categories
Asset types
4+ Reports
Court-ready PDFs
Encrypted
Bank-level security
Probate is a six-month maze. We hand you the map.
Most executors are first-timers. EstateProFiler turns the legalese into a checklist, the deadlines into reminders, and the court paperwork into one-click PDFs — built around the specific probate process in your state.
Everything an executor actually needs.
Six pillars that cover the full probate lifecycle — from the first letter of testamentary to the final accounting.
50-State Probate Guidance
Step-by-step process tailored to your state. Statutes, deadlines, and the exact court forms you need — all surfaced the moment you create an estate.
- 11-step probate roadmap, customized per state
- Official court form PDFs linked from your dashboard
- Auto-generated form-tracking tasks on day one
- Live compliance bar: "X of Y forms filed"
Smart Task Management
Stop guessing what comes next. Every estate ships with a pre-populated checklist — probate forms, deadlines, executor duties — that you can extend, delegate, or check off as you go.
- Auto-generated tasks based on your state
- Due dates, priorities, and assignments
- Linked directly to the relevant court forms
- Progress tracking on Dashboard + Estate Detail
Asset & Debt Tracking
Inventory every asset and creditor claim in one place. Status flows from Identified → Valued → Distributed, with probate vs. non-probate cleanly separated for the court.
- 20+ court-compliant asset categories
- Custom subcategories per estate
- Probate / non-probate auto-classification
- Creditor claims with priority and status
Estate Accounting That Adds Up
Track every dollar in and out of the estate. The accounting engine handles executor fees, beneficiary distributions, expense reimbursements, and prints a clean ledger the court will accept.
- Income, expense, and distribution ledgers
- Executor compensation calculator
- Heir distribution + residuary % validation
- OCR receipt scanning (powered by Gemini Vision)
Court-Ready Reports in One Click
Generate the documents probate judges actually want to see. Preview, customize, and download as a polished PDF — no more wrestling with Word templates.
- Full Accounting Report (court-grade)
- Asset Inventory Report
- Heir Distribution Report
- Estate Summary + decedent documents bundle
Collaborate Without the Chaos
Invite co-executors, attorneys, accountants, or family with granular access. Everyone sees the same source of truth — no more "did you get my email?"
- Email-based invitations with role-based access
- View-only or full-edit permissions per estate
- Per-estate activity log + audit trail
- Branded reset & invitation emails
A full platform — not a spreadsheet in a sweater
The capabilities below are baked in. No add-ons, no upcharges on the Per-Estate or Professional plans.
AI Receipt OCR
Snap a photo of a receipt; we extract date, amount, vendor, and category automatically.
Cloud File Vault
All attachments and decedent documents are stored in encrypted cloud storage. Survives any redeploy.
Decedent Documents
A dedicated vault for wills, trusts, deeds, death certificates, and beneficiary designations.
Executor Time Tracking
Log billable hours per estate. Useful for reimbursement, fee calculation, or your own records.
Per-Estate Audit Log
Every edit, every upload, every form filed — timestamped and attributed.
Branded Email Notifications
Task reminders, invitations, and password resets — all sent from your dedicated sender, on-brand.
Bank-Grade Security
httpOnly cookie auth, JWT rotation, bcrypt hashing, single-use password reset tokens.
Estate Dashboards
Aggregated stats across all your estates: assets under management, cash, expenses, task completion.
Court-ready reports in one click
Preview the PDF before you commit. Edit any field. Download, print, or share with your attorney — all without leaving the app.
Inventory Report
Every asset, valued and categorized — court-ready.
Accounting Report
Income, expenses, fees, and distributions in one clean ledger.
Heir Distribution
Per-beneficiary distribution history with running balance.
Estate Summary
Executive overview with key dates, parties, and progress.