Open the probate matter
Keep the estate, interested parties, court context, and current stage together.
Legal Office US · Early access
Bring heirs, assets, notices, and filing materials into one review view.
Keep interested parties, assets, will or trust records, missing documents, assigned staff, and attorney review in one probate view.
Need several workflows or a tailored rollout? Configure it with usPROBATE NOT READY
MissingCertified death certificate
Assigned toClient services
Next stepRequest a certified copy
Attorney reviewRequired before any deadline, filing, final document, or external action
What slows the estate and probate down?
Interested-party names are captured across calls, emails, and notes.
Asset lists are repeated whenever the filing set is reviewed.
Will, trust, and certificate records arrive without one owner for missing items.
One probate matter view, one clear next action
- ✓ Interested parties and assets in one place
- ✓ Missing source documents visible before filing work
- ✓ Every request assigned to a responsible person
- ✓ Attorney review visible before any filing or external action
From intake to attorney review
Add parties, assets, and documents
Collect will or trust records, certificates, asset details, notices, and correspondence.
Surface missing items
See which source record is preventing the matter from moving forward.
Assign the next step
Give each document request or verification to a specific person.
Send the filing set to attorney review
The attorney reviews the matter before a filing, notice, transfer, or external action.
What the workflow keeps together
Estate and interested parties
Assets and source records
Will or trust status
Certificates and notices
Next steps and responsible staff
Attorney review history
Adapt the probate checklist to the court and jurisdiction.
Your firm confirms the state, county, court, notice, filing, fiduciary, and local-form requirements. The workflow keeps those checks visible without making legal or tax decisions.
How do you want to start?
It is the same system — choose the way you want to begin.
Use the ready workflow
Start with the prepared matter workflow and adjust fields, checklists, and roles to match your firm.
Open your next probate matter in one review queueConfigure it with us
Need multiple workflows, integrations, or a firm-wide rollout? Configuration support is available.
Configure it with usDon’t see your matter type?
Start with a flexible matter for documents, tasks, responsible staff, missing items, and attorney review. Add your own checklist or configure the workflow with us.
Configure this matter with usThe firm stays in control
Robo Connector organizes matter data, documents, missing items, and tasks. Legal judgment, deadlines, final documents, filings, submissions, and client advice stay with the firm.
Security, privacy, and legal boundaries