legacywyse
StartSign in

About Us

Features

Probate checklist

1 of 4 this month
  • File the will with the county clerk
  • Publish notice to creditors
  • File estate inventory with the courtHard deadline · Aug 12
  • Open the estate bank accountRecommended · this week

Smart Tasks

Legacywyse lays out every task from the first day through closing, and reshuffles your plan as you complete each step.

  • Every task from the first day to closing
  • Legal deadlines and recommended dates
  • Next steps that update when you finish a task

Application for Probate

Ready to sign

E-sign and notarize without leaving Legacywyse.

Documents

Legacywyse pre-fills court forms using your information. Sign and notarize, even request third-party signatures, all without leaving the app.

  • Court forms pre-filled for you
  • E-sign and notarize directly in Legacywyse
  • Plan language explanations for every document
Estate operating account$84,210.55 total
  • Frost BankChecking ····4821$23,410
  • ChaseSavings ····1198$41,006
Recurring subscriptions found

Banking & Finance

Connect all your accounts and open the estate operating account online. Legacywyse even finds recurring charges so you can review and cancel them.

  • Accounts from different institutions in one place
  • Open and fund the estate operating account online
  • Find and cancel recurring subscriptions

1408 Cedar Hollow Dr

San Antonio, TX
Live resale estimate$412,000 resale estimate
$385k$438k
Monthly holding cost$941/mo

Real Estate

See an estimated resale value and the monthly cost of keeping the property. When you're ready to sell, Legacywyse can connect you with a vetted broker.

  • Know the true value of the property
  • Estimates for taxes, insurance, and upkeep
  • Connect with trusted broker partners
Rec0:14
AI Autopilot · pulling out items

Inventory

Upload photos or a room video, Autopilot turns them into a full estate inventory.

  • Automatically generates item titles and descriptions
  • Estimate value using comparable listings
  • Sell directly on your eBay seller account

Fair distribution

Balanced across 3 heirs
  • Sarah34%Sentimental + dollar value weighted
  • Michael33%Sentimental + dollar value weighted
  • Emily33%Sentimental + dollar value weighted
Grandmother's ring → EmilyHigh sentimental value · decision recorded

Family Review

Invite family members to review the inventory, then let the Fair Distribution algorithm suggest a split that balances sentimental value and dollar value.

  • Share inventory with family members
  • Fair Distribution algorithm to ensure assets are divided fairly
  • Every decision recorded and auditable

Let's take the next step together.

Answer a few questions about your situation, and we'll help you through what comes next.

Get started for free