For Attorneys & Law Practices in Pennsylvania
From automatic form-filling to reminders about upcoming filing deadlines, manage every aspect of estates from start to finish.
With our proprietary dashboard, understand the status of every estate you manage.
All documents are automatically filled out, saving time and reducing errors.
Never miss an important filing deadline again with built in notifications and reminders.
Customize the estate-filing process to your practices preferred approach.
Quickly enter and keep track of all assets and debts for an estate.
Save space and reduce clutter by storing all relevant information digitally.
"This platform gave our firm instant visibility into every estate we’re handling and completely eliminated our spreadsheet tracking."
"The Rev-1500 auto-fill alone saves our office several hours on every estate we administer."
"Our probate workflow is finally organized, consistent, and easy for everyone on the team to understand."
"We reduced administrative time on estate matters dramatically and now spend more time advising clients instead of chasing paperwork."
"It feels like this software was built by someone who actually understands how Pennsylvania probate works."
Our customizable dashboard shows the exact progress of every estate in your pipeline, matched to your firm’s specific probate workflow. Partners, associates, and admins can instantly see:
No more digging through folders, spreadsheets, or email chains. Just instant clarity.
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Everything related to the estate — organized in one secure location.
Simple, structured entry for all property types, account details, valuations, and liabilities.
Manage decedent information, executors, beneficiaries, attorneys of record, and more.
Centralize communication, upload files, store templates, and maintain complete estate history.
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