Focus on the Law. We Handle the Rest.
You didn’t become an attorney to do administrative work. Our system organizes the administrative work so you can step in cleanly — review prepared documents, interview your client, appear in court, and advise your client — without the intake and administrative burden.
A Cleaner Way to Take on Probate Work
Probate can be administratively heavy. Intake, document assembly, asset and liability discovery, creditor coordination, client questions, scheduling — it adds up, and much of it has little to do with practicing law.
Executors Resource takes on that operational work through our online platform, which guides the client in preparing their own documents from our templates so the matter is organized and ready for the attorney.
As attorney, your role stays focused on the legal function: reviewing the documents the client has prepared through our platform and appearing at the hearing and advising your client as necessary. The structured, streamlined hand-off is the benefit — predictable, well-organized work rather than scattered, time-consuming files.
If You Take Ad Litem Appointments, You Already Know This Work
If you accept attorney ad litem court appointments in heirship cases, this will feel familiar. As an ad litem, the court appoints you to verify the application to confirm the heirs are correctly stated and to elicit testimony at the hearing coupled with some legal advice — a focused, few-hours engagement for an hourly fee.
Participating with Executors Resource is the same kind of work from the applicant’s side: the matter arrives organized, with the client’s documents prepared through our platform, you review it and appear, and advise the client accordingly. This can help supplement or add to your ad litem appointments, which are often infrequent. These matters can add additional low-overhead work, similar to ad litem court appointments.
How Participating Attorneys Work with Us
Organized, Ready-to-Review Work
When a matter is ready for you, the client works with your in an organized and well-prepared way through our platform — so your time goes to legal review and the hearing and advice, not chasing paperwork.
You Handle the Legal Aspects
You stay focused on what your license is for: reviewing documents and appearing in court and providing advice. We handle estate administration, non-legal client communication, and the operational details around it.
Streamlined Hand-Off
A consistent, structured process means each matter reaches you in a familiar, predictable format. Less friction, less overhead, fewer surprises.
No Splitting of Fees
We charge attorneys a set rate for access to our platform. We do not split fees. You collect the fees as you normally would. We do not pay you or get involved in your legal agreement with your client.
How It Works
Sign up to participate. Tell us about your practice and the areas of Texas you can cover.
You enroll your clients when you want to use the system. When you have a probate case, you use our tools to introduce your client to the platform and, if you prefer, you can access the platform to interact with your clients or just check on their status.
We reach out when work is available. If a user is in need of an attorney, we typically try to point them to attorneys who have signed up to express an interest in working probate cases.
You represent your client as normal. You review the documents the client has prepared, interview the client and/or witnesses, attend the hearing as the attorney of record for that engagement, and advise your client as normal, but defer non-legal questions and tasks to Executors Resource.
Signing up identifies you as a participating attorney. It is not a guarantee of work or referrals. When matters are available, we aim to direct them to participating attorneys who have signed up, subject to fit, location, and availability.
We Do Far More Than the Legal Step
It helps to understand where we fit. The court appearance and document review and advice are a small, important slice of settling an estate. Executors Resource handles the wide world of work that surrounds it — the part families actually spend most of their time on. That means working with us is genuinely complementary to your practice, not competitive with it.
Platform & Organization
A secure online portal keeps the estate organized — tasks, documents, and progress in one place for the family and everyone involved.
Accountings & Tax Returns
On assisted tiers, we bring in licensed accountants and tax professionals to prepare estate accountings and final personal and estate income tax returns. We hire and pay those professionals as part of the engagement with the user when requested.
Insurance & Retirement
We help families navigate life insurance claims and retirement plan options, and make referrals to qualified professionals where appropriate.
Property Clean-Out & Estate Sales
We can arrange house clean-outs and estate sales so the family isn’t left managing the property on their own.
Client Communication
Our system provides a controlled way for you and your client to interact to keep clients informed, so you aren’t pulled into non-legal back-and-forth on long email chains.
End-to-End Coordination
From first notice to final distribution, your client keeps the moving parts moving — and you are there for the legal steps.
Interested in Becoming a Participating Attorney?
Sign up and we’ll keep you in mind when matters that fit your practice come up.
Executors Resource LLC is not a law firm. Participating attorneys are independent and solely responsible for the legal services they provide. Signing up does not guarantee work or referrals.