Probate & estate administration software

Estate administration, handled with confidence.

EstateAssist keeps attorneys, fiduciaries and courts in sync, from intake through final accounting so every case moves forward without the paperwork chaos.

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18,000 cases administered
100% state standard pleadings
22 Ohio counties supported
98% positive user feedback
How it works

A three-minute look into how EstateAssist can help you.

See a case from start to finish.

Feature spotlight

Everything a matter needs, in one place.

Purpose-built tools carry a case from open to close. Click through to see a few of them.

01/12

Case Dashboard

Manage each case from one powerful dashboard. Nothing about the estate is a surprise.

02/12

Pleadings

Draft, track, and file pleadings without leaving the matter — every version stays attached to the case history.

03/12

Receipts & Disbursements

A running ledger of every dollar in and out of the estate, formatted the way your county probate court expects.

04/12

Correspondence

Every letter and email to clients, courts, and interested persons, logged and searchable in one thread.

05/12

Case Notes

Quick, timestamped notes visible to your whole team; no more digging through email for the last update.

06/12

Interested Persons

Track every heir and beneficiary — contact details, notice status, and waivers — in one organized list.

07/12

Account Register

A single source of truth for estate assets and transactions, ready to reconcile against bank statements.

08/12

Notice & Waiver

Send required notices and collect signed waivers, with status tracked automatically against court deadlines.

09/12

Accounts

Build final and interim accountings directly from your case data; formatted for your county's requirements.

10/12

Bond Applications

File and track fiduciary bond applications, with status visible right from the case dashboard.

11/12

Deadline Tracking

Automated reminders for every filing deadline, so accounts and reports are never late again.

12/12

Court & Local Rules Links

Quick access to your county's probate court website and local rules, right from inside the matter.

What attorneys are saying
"I have been really impressed with EstateAssist. Over the years I have used other probate software applications and now EstateAssist, which is by far the best I have used. Thanks, and keep up the good work!"
– Dan H.
"A better customer support service... I have not found."
– Michael W.
"Keep up the good work – EstateAssist is outstanding!"
– Dan H.
"Both my assistant and I love your program!"
– Pat H.
"I thoroughly enjoyed the training and all of the great work you and your team are doing."
– Catherine S.
"This software has taken a lot of work off my plate."
– Julie P.
"My office absolutely loves Estate Assist."
– Carma B.
"Estate Assist is by far the best software I’ve ever used for this specialized practice."
– Mike C.
"I love your program it has improved time management for me on estates."
– Peggy M.
"Your program has made my job 100 times easier."
– Emma C.
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