Probate administration timelines, creditor notice and claim periods, asset inventory, beneficiary and distribution panels, accounting drafts, document vault, and attorney-entered deadlines. You review and confirm.
10 clicks or less from intake to filing-ready, no tedious form filling
Probate has its own buyer-facing workflow.
Try the live demo →Attorney review stays in the loop while the routine workflow moves. Security details →
Probate and Estate Planning are included together in one subscription.
Case Stress Test
While the workflow stays fast, practice-aware stress tests watch each matter for what a trustee, agency, opposing counsel, adjuster, ALJ, court, or beneficiary may question, then turn it into a source-backed attorney review at the moment you are already working.
Quiet until earned
A review appears only when the file shows a matched fact, source gap, deadline, or scope risk. No signal, no noise
Reviewer lens
Each review names who may question the issue, the proof that answers it, and the client request that closes the gap
Data with citations
Registry radar and district filing intelligence sit underneath, every value carrying its primary source
See it in action
Creditor deadlines, inventory, beneficiaries, accounting, distributions, and court dates organized from opening through close.
Asset inventory built from uploaded documents, no re-entry from paper.
AI-drafted from intake, with execution formalities verified by attorney before any signing.
Probate deadlines computed from the letters testamentary date and tracked with SMS alerts, attorney verifies before relying on any date.
The problem
Estate planning is a document-assembly practice: hours collecting asset information, drafting instruments, tracking execution requirements, and managing probate deadlines across a full caseload. Every jurisdiction has its own execution rules, and a will valid in one state may fail in another.
DocketBuddy organizes intake, extraction, and drafting: asset inventory from uploaded documents, instruments drafted from intake data, probate deadlines tracked. The legal judgment is yours, the drafting layer isn't.
What it does
ESTATE & PROBATE INTAKE
Structured intake collects family information, asset inventory, beneficiary designations, and healthcare wishes. Client completes on any device, with documents uploaded by category.
ASSET INVENTORY
Upload deeds, account statements, retirement documents, and insurance policies. DocketBuddy extracts asset values and descriptions for attorney review, with less re-entry from paper.
BENEFICIARY MANAGEMENT
Beneficiary designations tracked with distribution percentages, per-capita and per-stirpes structures documented, and distribution amounts calculated from asset inventory.
EXECUTION-RULE REFERENCES
Execution requirements for wills and trusts are surfaced where supported: witness count, notarization, self-proved affidavit, and holographic will status. Reference only; attorney must verify before every signing ceremony.
PROBATE DEADLINE TRACKING
Enter the letters testamentary date once and creditor publication, inventory filing, and claim bar dates compute from the applicable state rule, with SMS alerts on each. Attorney verifies every computed date before relying on it.
DOCUMENT VAULT
All estate documents stored in one place, drafts tracked by version and executed documents uploaded and archived, with nothing lost between drafting and signing.
COURT DEADLINES
Enter the letters testamentary date and creditor notice, inventory, and claim bar dates compute from the state rule, you verify
FILING PACKET
Petition for probate, inventory and appraisement, notice to creditors, and the accounting draft together as one packet
JUDGMENT-GATED DRAFTING
Every document flags the calls that need your professional judgment instead of guessing, like appraisal requirements and court-specific accounting formats
NEWEST CAPABILITY
The final accounting and notice to creditors generate as a distinct closing pair, separate from the opening filing packet, so the closing work is billable on its own.
Scope and limits
AI-drafted wills, trusts, powers of attorney, and healthcare directives are planning aids. They are not instruments ready to execute.
A defective instrument is discovered after death, when correction is impossible: every draft requires attorney review, and testamentary capacity, intent, undue influence, and execution formalities are attorney judgments verified for the signing state. Execution-rule references are attorney-review information only, not guaranteed current or complete.
Probate deadlines compute from the letters-testamentary date and state rule, but you remain responsible for verifying every one. Estate tax estimation, payment collection, distribution alerts, and beneficiary portals are not included.
Trust layer
Questions? hello@docketbuddy.org
Full security details →Most solo and small-firm attorneys already use plenty of software. The problem isn't the tools, it's that none of them work like a legal workflow.
One self-serve price per practice package. Unlimited matters. No per-case fees or per-seat software charges.
Live now
Probate is live now
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What's included in Core:
The platform is live for estate planning and probate workflows.
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