ProbateIQ is the command center for probate. Automate deadlines, organize assets and documents, and keep beneficiaries informed — all in one secure, audit-ready platform.
From intake to final distribution, ProbateIQ keeps every fiduciary obligation on track.
Upload wills, court filings, and appraisals. ProbateIQ extracts key dates, action items, and risk flags automatically.
A jurisdiction-aware probate checklist is generated for every estate, with court-filing deadlines tracked end to end.
Maintain a court-ready inventory with automatic net-value calculations and a running transaction balance.
Give beneficiaries secure, read-only visibility into their share, distributions, and case status.
Every state change is logged. Generate final accountings and estate summaries in seconds.
Row-level security on every record, role-based access, and encrypted document storage.
Start free. Upgrade when your caseload grows.
For independent executors and solo practitioners.
For law firms and fiduciary teams.