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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, flags the hard legal deadlines alongside the recommended dates, and reshuffles the plan as you complete each step.

  • Every task covering Day 0 through closing
  • Hard deadlines and recommended dates to keep you on track
  • Tasks and dates update as you progress through probate

Application for Probate

Ready to sign

E-sign and notarize without leaving Legacywyse.

Documents

Legacywyse pre-fills the court forms with what it already knows about the estate, lets you sign and notarize without leaving the app, and explains each form in plain language.

  • Pre-filed court forms
  • E-sign and notarize inside Legacywyse
  • Plain language explanations for every form
Estate operating account$84,210.55
  • Frost BankChecking ····4821$23,410
  • ChaseSavings ····1198$41,006
Recurring subscriptions found

Banking & Finance

Link the decedent's accounts, open the estate operating account online, and find the recurring charges still draining the balance — the full financial picture in one place.

  • Keep accounts from different institutions in one place
  • Open the estate operating account online and move funds from connected accounts
  • Discover and cancel recurring subscriptions

1408 Cedar Hollow Dr

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

Real Estate

Legacywyse pulls a live resale estimate, tallies taxes, insurance, and upkeep into a monthly holding cost, and connects you to a vetted broker when you're ready to list.

  • Know the true resale value of the property
  • See estimated holding costs
  • Connect with trusted broker partners
Rec0:14
AI Autopilot · pulling out items

Inventory

Upload photos or videos and our AI Autopilot identifies items, writes the titles and descriptions, and estimates the value — a full estate catalog in a single afternoon.

  • Video walkthrough transformed into individual items
  • Auto-generated descriptions and categories
  • Estimated item value and comparable listings

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

Share the inventory with family on your terms, then let the Fair Distribution algorithm propose splits that balance sentimental value and dollar value across heirs.

  • 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.

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