Texas Probate Made Simple
One step-by-step platform that guides you through the court filings, paperwork,
and taxes — so you can confidently work with your probate attorney.
Everything the Estate Needs, in One Place
A modern, guided process built specifically around Texas probate.
Save Attorney Costs
Reduce billable hour charges from your probate attorney for administrative activities using our clear process built around Texas probate courts — so you avoid surprises and keep more of the estate’s value for the people who matter.
Save Time & Effort
You stay in the driver’s seat, avoiding delays. You dictate the pace. From the original application through final distribution, you prepare documents using templates, track deadlines, and coordinate the court hearing and work with your attorney.
Peace of Mind
You follow the steps, track every milestone in the online portal, and can read ahead in our detailed knowledge base for common questions — but you’re never doing this alone. We don’t replace your attorney, and provide an easy way to request à la carte help when needed.
Guided Every Step of the Way
Our platform provides a step-by-step process that walks you through the entire estate settlement — from preparing documents, tracking court deadlines, and meeting each requirement in the right order and helps you communicate the status of the probate with your attorney. A detailed knowledge base is available for answers to common questions along the way, so you know what to do next and know when to ask for help. With our platform, your attorney focuses on the legal aspects of the probate and you focus on the estate settlement.
Full Probate — or a Simpler Path
Many estates need full administration, and that’s our core service. But some don’t. If a muniment of title, affidavit of heirship, or small estate affidavit is a better fit, we can help you with that — and our platform walks you through it step by step.
Far More Than the Legal Step
Probate is only one piece of settling an estate. For families who want extra help, our higher tiers can take on parts most don’t expect — the financial, logistical, and personal work that comes after.
Accountings & Tax Returns
On higher tiers, we can bring in licensed professionals to prepare estate accountings and final income and estate tax returns, so nothing slips through the cracks at filing time.
Insurance & Retirement
When you need extra help, we can assist with locating and claiming life insurance, annuities, and retirement accounts — and connect you with referrals when beneficiaries need guidance.
Property Clean-Out & Estate Sales
When the estate includes a home, our higher tiers can arrange a full clean-out and estate sale so the property is ready to sell or transfer.
Included With Every Tier
No matter which plan you choose, every estate gets the same organized foundation — a single secure workspace, built-in beneficiary tools, and start-to-finish coordination.
One Organized Portal
Documents, deadlines, beneficiaries, and assets all live in one online workspace — no scattered emails or lost paperwork.
Beneficiary Communication
Built-in tools and templates help you keep heirs and beneficiaries informed throughout, reducing the friction and questions that usually fall on the family.
End-to-End Coordination
From the first filing to the final distribution, the platform keeps the moving pieces organized so you always know what’s next.
100%
Focused on Texas probate
Save on Fees
You do the admin work, not an hourly attorney
24/7
Access to our online portal
Don’t Face Texas Probate Unarmed
Ask your probate attorney to work with you using our estate settlement platform.