A plan for your situation
Answer questions about the will, family, property, and debts. See the recommended Texas probate path and a checklist of tasks to work through.
Estate settlement software for first-time executors.
Legacywyse gives you one place to work through a Texas estate. Follow your probate checklist, prepare document drafts, record belongings, and gather family preferences. Start with the free Standard plan and use the app in your browser.
Get my free planSee the app before you begin.
Watch the 74-second tour of the checklist, documents, inventory, and Family Review tools. Then explore the individual features or compare the Standard and Pro plans.
Pre-filled court documents
Use the information you've entered to prepare supported Texas probate forms. Review and edit each draft, with instructions for the signatures and filing steps it needs.
An inventory your family can review
Add photos, values, and notes for belongings. Invite relatives to share what they would like to keep, then record who receives each item.
The house is full. The decisions add up.
A dining table can have a resale value and a family history. Keep both in view. Each item's photos, estimated value, and family preferences sit together so you can decide what to keep, sell, or donate.
Use your phone to add items as you go through a room. Return to the same inventory on your computer when you're ready to review the details.
See how Family Review worksAsk about the form you're working on.
If a form's wording is unfamiliar, highlight it and ask SageAI to explain. You can also send a document question straight to the chat, then return to the draft when you're ready.
Explore the document toolsYou can begin for free.
The free Standard plan includes the guided checklist, pre-filled forms, inventory tools, and SageAI. You also get 5 AI inventory appraisals and 1 Family Review round. Pro adds video inventory and removes those appraisal and review limits.
Compare Standard and ProIs this the right tool for your estate?
A spreadsheet can hold an asset list. Legacywyse also connects the work around it: photos of belongings, relatives' preferences, document drafts, and the checklist you return to as the estate progresses.
The probate guidance is built for Texas. If you need help understanding the process first, read our Texas executor checklist. For the paperwork, browse the Texas probate document guides.
This is a workspace you use yourself. Legacywyse does not act as your executor, file your court case, or provide legal representation. An attorney can advise you on the legal decisions while you keep the records and tasks organized.
Questions before you begin
What does estate settlement software help me do?
It helps an executor organize the tasks, documents, assets, and family decisions involved in settling an estate. Legacywyse brings a Texas probate checklist, supported document drafts, photo inventory, and Family Review into one workspace. You remain responsible for reviewing information and completing the required steps.
Do I need to download an estate settlement app?
No. Legacywyse is a web app. Open legacywyse.com in your browser on a phone, tablet, or computer and sign in to your account. You do not need to install an app from an app store.
Is this probate software or an estate organizer?
Both. The probate plan and document tools help you work through supported Texas court processes. The inventory and Family Review tools help with the personal belongings and decisions that come with settling an estate.
What should I have ready before I begin?
Basic information about the person who died and their estate is enough to begin. Having the will, names of family members, and a rough list of assets and debts nearby will help. You'll review the details used in each document before signing.
Can my family help without managing the whole estate?
Yes. Invite relatives to review the inventory, score their interest in each item, and add notes for you. Legacywyse uses the submitted scores to suggest an allocation. You review that suggestion and record the final decisions.
Can I use the app on my phone?
Yes. Legacywyse runs in your browser on a phone, tablet, or computer. Add inventory photos from your phone and sign in on another device to continue working with the same estate.
Which states does Legacywyse support?
Texas. The probate plans and document workflows are built around Texas requirements, with local filing guidance for supported counties. Choose the estate's county in the questionnaire to see the guidance available for it.
Does Legacywyse handle the court case for me?
No. Legacywyse helps you organize the work and prepare supported document drafts. You or your attorney handle the required review, signatures, and filing. The app does not provide legal representation or replace advice from a Texas probate attorney.
Find your first step.
Answer a few questions about the estate. Your free plan will show the recommended probate path and the work to begin with.
Get started for free