Dashboard & Overview
Your command center for managing all estate administration activities
Aggregate Statistics
View total assets, income, expenses, and cash balance across all your estates at a glance. Real-time calculations update as you add data.
Estate Cards
Each estate displays key metrics including asset values, cash balance, and task completion progress. Click to dive into details.
Quick Actions
Create new estates, access recent activities, and jump to any section with one click.
Dashboard
Welcome back, John
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Assets
$0
Income
$0
Expenses
$0
Balance
3
Key Features
Included in All Plans
Asset Inventory
Comprehensive asset tracking with automatic categorization for court compliance
Smart Categorization
Assets are automatically organized into court-compliant categories: Real Property, Tangible Personal Property, Financial Assets, and Non-Probate Assets.
Status Tracking
Track each asset through its lifecycle: Identified → Valued → Sold or Distributed. Visual indicators show current status at a glance.
Probate vs Non-Probate
The system automatically distinguishes probate assets (included in estate totals) from non-probate assets (tracked separately for reference).
Value Summaries
Real-time totals for remaining assets, sold assets, and distributed assets help you track estate progress.
Asset Inventory
3 probate assets
Primary Residence
Real Property
$325,000
Investment Account
Financial
$115,000
2022 Tesla Model 3
Vehicle
$42,000
4
Key Features
Included in All Plans
Task Management
Never miss a deadline with automated task generation and tracking
Pre-populated Tasks
When you create an estate, we automatically generate 18+ essential tasks based on typical probate requirements. Each task includes detailed instructions.
Category Organization
Tasks are organized by type: Immediate (first week), Legal, Financial, Property, and Final. Filter to focus on what matters now.
Priority Levels
High, Medium, and Low priority indicators help you focus on critical tasks first. Color-coded badges make priorities instantly visible.
Due Date Tracking
Each task has a suggested due date. Send reminder emails to keep everyone on track.
Tasks
0/4 completed
4
Key Features
Included in All Plans
Heir Management
Track beneficiaries and their inheritance allocations
Beneficiary Profiles
Maintain complete records for each heir including name, relationship, contact information, and distribution entitlements.
Residuary Percentages
Track each beneficiary's share of the residuary estate. The system alerts you if percentages don't total 100%.
Specific Bequests
Record fixed dollar amounts or specific assets designated to particular heirs in the will.
Beneficiaries
3 heirs registered
Mary Smith
Spouse
0%
James Smith
Son
0%
Sarah Smith
Daughter
0%
3
Key Features
Included in All Plans
Financial Tracking
Complete accounting for every dollar in and out of the estate
Transaction Ledger
Record all income and expenses with automatic running balance calculation. Supports deposits, withdrawals, and transfers.
Category Classification
Transactions are categorized by type: Income, Estate Expense, Executor Reimbursement, Asset Sale, Debt Payment, Distribution, and more.
Receipt Scanning
Attach receipts to any transaction. Our OCR technology (powered by Gemini Vision) can extract key details automatically.
Import & Export
Import transactions from CSV files or export your ledger for use with other tools.
Cashflow
Transaction ledger
Balance
$0
4
Key Features
Included in All Plans
Debt Management
Track and manage estate obligations
Creditor Tracking
Maintain a list of all estate debts with creditor names, amounts, due dates, and payment status.
Payment Linking
Link debt payments to transactions for complete audit trails. Track partial payments and remaining balances.
Category Organization
Debts are organized by type: Mortgage, Credit Card, Medical, Funeral, Taxes, and more.
Debts & Liabilities
3 creditors
First National Mortgage
Memorial Hospital
Visa Credit Card
3
Key Features
Included in All Plans
Distribution Tracking
Manage distributions to beneficiaries
Distribution Types
Track three types of distributions: Automatic (per will), Bequest (specific items), and Residuary (percentage of remainder).
Asset Distributions
Link distributions to specific assets when transferring property to heirs. Track completion status.
Heir Allocation
View total distributions per heir and remaining entitlements at a glance.
Distributions
Heir allocations
3
Key Features
Included in All Plans
Executor Tools
Time tracking, expenses, and compensation calculator
Time Logging
Track executor hours by activity type (Standard or Unskilled). Maintain detailed activity logs for compensation claims.
Expense Tracking
Record executor expenses with categories, receipts, and reimbursement status.
Compensation Calculator
Built-in calculator based on SC Probate Law §62-3-719 computes executor compensation from personal property value.
Professional Contacts
Maintain a directory of attorneys, accountants, and other professionals working on the estate.
Executor Tools
Time & compensation
0
Hours Logged
$0
Expenses
$0
Est. Compensation
💡 Compensation calculated per SC Probate Law §62-3-719
4
Key Features
Included in All Plans
Report Generation
Court-ready PDF reports with one click
Full Accounting Report
Comprehensive Schedule C format report showing all income, expenses, and distributions with date range filtering.
Inventory Report
Complete asset and debt inventory formatted for court submission.
Heir Distribution Report
Summary of all distributions made to each beneficiary.
PDF Preview
Preview any report before downloading. Make adjustments and regenerate as needed.
Reports
Court-ready PDFs
Inventory
Accounting
Distribution
4
Key Features
Included in All Plans
Team Collaboration
Work together with co-executors and advisors
Email Invitations
Invite team members by email. They'll receive a link to create an account and access the estate.
Permission Levels
Grant view-only or full edit access to each collaborator based on their role.
Activity Logging
Complete audit trail of all changes made by team members for accountability.
Team
Collaborators
John Smith
Owner
Jane Attorney
Editor
Bob Accountant
Viewer
3
Key Features
Included in All Plans
Video Tutorials
Learn at your own pace with our comprehensive video library. Each tutorial walks you through key features step-by-step.
Dashboard
Welcome back, John
$0
Assets
$0
Income
$0
Expenses
$0
Balance
Dashboard Overview
Real-time stats and progress tracking
Asset Inventory
3 probate assets
Primary Residence
Real Property
$325,000
Investment Account
Financial
$115,000
2022 Tesla Model 3
Vehicle
$42,000
Asset Inventory
Categories and valuations demo
Tasks
0/4 completed
Task Management
Priority tracking and completion
Beneficiaries
3 heirs registered
Mary Smith
Spouse
0%
James Smith
Son
0%
Sarah Smith
Daughter
0%
Beneficiary Management
Percentage allocation demo
Cashflow
Transaction ledger
Balance
$0
Transaction Ledger
Income and expense tracking
Debts & Liabilities
3 creditors
First National Mortgage
Memorial Hospital
Visa Credit Card
Debt Tracking
Payment progress demo
Distributions
Heir allocations
Distribution Tracking
Heir allocation status
Executor Tools
Time & compensation
0
Hours Logged
$0
Expenses
$0
Est. Compensation
💡 Compensation calculated per SC Probate Law §62-3-719
Executor Dashboard
Time and compensation tracking
Reports
Court-ready PDFs
Inventory
Accounting
Distribution
Report Generation
PDF generation demo
Team
Collaborators
John Smith
Owner
Jane Attorney
Editor
Bob Accountant
Viewer
Team Collaboration
Invite and permissions demo
All Features at a Glance
Everything you need to manage estate administration efficiently
Dashboard & Overview
Your command center for managing all estate administration activities
Asset Inventory
Comprehensive asset tracking with automatic categorization for court compliance
Task Management
Never miss a deadline with automated task generation and tracking
Heir Management
Track beneficiaries and their inheritance allocations
Financial Tracking
Complete accounting for every dollar in and out of the estate
Debt Management
Track and manage estate obligations
Distribution Tracking
Manage distributions to beneficiaries
Executor Tools
Time tracking, expenses, and compensation calculator
Report Generation
Court-ready PDF reports with one click
Team Collaboration
Work together with co-executors and advisors
Save Time
Automated task generation and pre-built templates save hours of manual work
Stay Compliant
Court-ready reports and state-specific guidance ensure proper documentation
Peace of Mind
Never miss a deadline or forget an important task with our comprehensive tracking