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.
Legacywyse is an estate settlement app for people doing this for the first time. Get a plan for Texas probate, prepare the paperwork, and keep track of the belongings and decisions along the way.
Get my free planAnswer questions about the will, family, property, and debts. See the recommended Texas probate path and a checklist of tasks to work through.
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.
Add photos, values, and notes for belongings. Invite relatives to share what they would like to keep, then record who receives each item.
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 worksIf 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 toolsThe Free 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 Free and ProBoth. 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.
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.
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.
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.
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.
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.
Answer a few questions about the estate. Your free plan will show the recommended probate path and the work to begin with.
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