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For estate attorneys and CPAs

Know where every estate stands
without a status call.

Invite the executors you work with. Once a client accepts, their plan progress, Texas probate deadlines, court forms, and estate totals appear on your dashboard. Access is view-only, and your client can end it at any time.

Create a professional account
Sample clients. Clients with a past-due date sort to the top.

Most of the work happens between filings.

Executors spend months ordering death certificates, finding accounts, listing what's in the house, and sending notices. You usually hear where things stand when they call, or when you call them.

Legacywyse gives your client a Texas probate plan with each task in order and the deadlines for their probate path. You get a read-only view of it, so you can check whether the creditor notice ran before you pick up the phone.

Open a client and see the whole estate.

Each client has a page built from their own plan, so you both see the same tasks, dates, and form statuses.

Tasks
Every task in their plan by phase, what's checked off, and what comes next.
Key dates
Filing deadlines worked out from the dates your client enters, flagged once they pass.
Court forms
The forms their probate path needs, with the status your client sees. Open the PDF when they have one.
Documents
Files your client uploads, like the will or the death certificate.
Estate value
The totals from their Overview: financial assets, real estate, inventory, liabilities, and net estate.
Sample client.
Sample dates across two estates.

All your clients' deadlines on one page.

The Deadlines page lists every client's dates and groups them by when they fall: past due, the next 7 days, the next 30, and later. Search by client, estate, or deadline.

A deadline that depends on a date your client hasn't entered, like the day letters issued, shows as waiting on a date. Those are the ones to ask about.

What you see, and what stays with your client

Legacywyse builds your view on its servers from your client's records and never sends you the private items.

Shared with you

A summary of the estate

Enough to know where the estate stands and what's due next.

You can view

  • Plan progress and the next task
  • Key dates, with past-due flags
  • Court forms and their status
  • Documents your client uploads
  • Estate value totals
  • County, probate path, and date of death
Stays private

Account-level detail

Your client decides who sees their estate and can remove access at any time.

You never see

  • Account numbers and balances by account
  • Transactions
  • Inventory items and their values
  • Family Review responses
  • SageAI conversations
  • Questionnaire answers

How it works

From sign-up to your first client

  1. Create your professional profile

    Add your name, firm, and profession. Your license state and number are optional and appear on invitations as you enter them.

  2. Invite a client by email

    Enter their name, email, and a short note. We email the invitation from you, and the link works for 14 days.

  3. Your client accepts

    Before they agree, they see what you'll be able to view. They create a free account or sign in, and you get an email when they accept.

  4. Follow the estate

    Their progress, dates, and documents update on your dashboard as they work. Your client can see each document you open in their Settings.

Sample invitation, accepted from the client's phone.

Questions attorneys ask

Something else? Email support@legacywyse.com.

  1. Can I change my client's plan or documents?

    No. Professional access is view-only. Your client makes every change in their own workspace.

  2. Who decides whether I have access?

    Your client. They accept or decline your invitation, and they can remove your access in Settings at any time. You can also end it from the client's page.

  3. Will my client know when I look?

    Yes. Their Settings list each document you open and when you viewed the estate.

  4. Does it work for estates outside Texas?

    Not yet. Legacywyse plans, deadlines, and court forms follow Texas probate.

  5. What does it cost?

    Professional accounts are free. Your clients start on Legacywyse Free and can upgrade to Pro on their own.

Invite your first client.

Create your professional account, then send an invitation from your dashboard.

Create your account