Generate court-ready documents, track every deadline, and guide estates through closing — all in one place.
What EstatePilot does
Built by a probate attorney. Every document, every deadline — handled.
Generate petitions, orders, notices, accountings, and closing documents — pre-filled with matter data, formatted for court.
Every statutory deadline calculated automatically from your matter dates. Visual timeline with overdue alerts and phase-by-phase guidance.
Opening through closing. Each phase surfaces only the documents and tasks relevant to where the estate is today.
Upload a will PDF and EstatePilot extracts beneficiaries and distribution provisions automatically using Claude AI for attorney review.
Track known creditors, generate mailing notices, record claims, and produce the Schedule of Creditors — all from a single tab.
Assets, disbursements, and claims tracked throughout administration. Exhibit A — with Schedule I, II, and III — generates automatically at closing.
How it works
EstatePilot guides you through every step. No checklist to build. No deadline to calculate. Just the work.
Decedent information, administration type, personal representative, and heirs. The system determines which documents and rules apply.
Petition, oath, order, and letters — generated as a ZIP in one click, pre-filled with your matter data and formatted for court.
Enter key dates as they occur. Every creditor notice, publication, and filing deadline calculates in real time with escalating alerts.
Record assets, disbursements, and claims as the estate progresses. The final accounting populates from your entered data.
Generate closing documents, receipts, and discharge orders. Mark the estate closed and move on.
Pricing
No setup fees. No per-document charges. Cancel any time.
Solo
For solo practitioners handling probate matters.
Small Firm
For small firms with multiple attorneys handling estates.
Firm
For larger firms with high-volume probate practices.
Ready to start
Join probate attorneys who've moved past the paperwork.