Most executors don't know which deadlines apply until it's too late.
With Legacywyse
Every client's deadlines sit in one list, with anything past due flagged.
For attorneys, CPAs, and financial advisors
Your clients’ progress,
all in one place.
Work with your clients already using Legacywyse, or invite your existing clients to join. View their plan progress, probate deadlines, court forms, and estate accounting.
Attorney · Rowan Law PLLC
Dashboard
Active clients
7
Pending invites
2
Past due
1
Due in 14 days
3
Needs attention
- Oct 18Send secured creditor notices deadlineDaniel Ortiz · Estate of Rosa Ortiz2 days overdue
- Oct 24Publish notice to creditors deadlinePriya Shah · Estate of Anand ShahIn 4 days
- Oct 30Inventory filing deadlineMark Ellis · Estate of Margaret EllisIn 10 days
Your clients
ClientProgressNextEstate value
Mark EllisEstate of Margaret Ellis42%Oct 30$773,650
Priya ShahEstate of Anand Shah28%Oct 24$1,204,900
Daniel OrtizEstate of Rosa Ortiz61%Oct 18$318,200
The problem
Most of an estate gets settled between your meetings.
An executor spends months on tasks, forms, and deadlines, usually for the first time. You usually only see what goes wrong when it's too late to fix.
You email or call for updates, and the answer is often a guess.
With Legacywyse
Check where any estate stands yourself, whenever you need to.
Complex court forms invite mistakes, and the back-and-forth wastes time.
With Legacywyse
Review their draft documents and correct mistakes early.
How it works
Your client does the work. You stay in the loop.
Legacywyse gives your client the plan, the dates, and the court forms for their probate path. Sharing with you takes one invitation.
Step 1
Invite your client
Enter their name and email, and add a note if you like. The invitation shows your name, firm, and license details. The link works for 14 days.
Step 2
They choose to share
Before accepting, your client sees exactly what you'll see and what stays private. They sign in or create a free account, then accept.
Step 3
You follow along
Their estate appears on your dashboard and updates as they work. We email you when they accept.
What you see
Every client's estate, in six views.
Open any client from your dashboard. The figures and statuses come from the same rules your client's own pages use, so you're both looking at the same estate.
The estate at a glance: who died, where the case is, which probate path it's on, and what your client is doing next.
Estate of Margaret Ellis · Travis County
Mark Ellis
OverviewTasksKey datesCourt formsDocumentsEstate value
- Decedent
- Margaret Ellis
- County
- Travis County
- Probate path
- Independent administration
- Date of death
- Aug 14, 2026
Plan progress
42%
Next task
Publish notice to creditors
Deadlines across every client
One list of every client's dates, grouped into past due, the next 7 days, the next 30 days, and later. Dates that are waiting on your client get their own group.
Invitations you can track
See who hasn't replied, resend an invitation, or withdraw one. If an email fails to send, the invitation says so.
Who it's for
Built for the people executors call first.
Estate attorneys
See which court forms are drafted, signed, or done before a hearing, and catch a missed notice before the court does.
CPAs
See gross assets, liabilities, and net estate as your client enters them, and open the statements they upload when you prepare the estate's returns.
Financial advisors
Stay involved while the family settles the estate. Progress and net estate value sit on your dashboard, so distribution doesn't catch you by surprise.
Questions
What advisors ask us.
- Can I change anything in my client's estate?
- No. Access is view-only. Your client does the work in Legacywyse, and you see a summary of it.
- Does my client have to pay?
- No. Your client can settle the estate on the free Standard plan. Some tools, like Autopilot video inventory, need Pro.
- What if my client already uses Legacywyse?
- They sign in from your invitation and accept it. The estate they've already started is the one you'll see.
- What happens if an invitation expires?
- Resend it from your Invitations page. Resending sends a fresh link and turns off the old one.
- Can my client stop sharing?
- Yes, at any time, from Settings in their account. Your access ends right away. They can also see each time you opened their summary or a document.
Invite your first client.
Create your professional profile, send an invitation, and see the estate as soon as your client accepts.
Create a professional account