Legacywyse
Why executors pick Legacywyse
Not just a checklist. Legacywyse gives you dynamic tasks that update as you progress. Legacywyse covers all aspects of estate settlement, because the process doesn't end once you've filed the paperwork.
Estate settlement software
Legacywyse vs Atticus
Atticus gives executors a checklist. Legacywyse gives Texas executors the best probate path, pre-filled court forms, banking, and inventory valuation tools in one place.
Takes about 3 minutes. No subscription.
“The inventory tools alone probably saved me 100 hours.”
Victor L.
“So much information but it wasn't overwhelming.”
Marissa W.
“Properly documenting the closing of the estate is so important.”
Daniel J.
Atticus
Where Atticus is strongest
Atticus is strongest for general executor guidance, manual inventory, reporting, and support across many states. Less focused on automated asset discovery or banking consolidation.
Which estate software is best for you?
Probate path
Legacywyse
Dynamic tasks update as you progress through probate.
Atticus
General executor guidance for probate and settlement.
Documents
Legacywyse
Every form pre-filled for you. Notarize, sign, and even collect third-party e-signatures.
Atticus
5,250 document templates and signature support.
Inventory
Legacywyse
AI appraiser estimates item value and drafts the sale listing. Bulk item upload with a walkthrough video.
Atticus
Manual item upload. Basic inventory management.
Family review
Legacywyse
Uses a science-backed fair division algorithm to ensure items are distributed fairly.
Atticus
None
Banking & Finance
Legacywyse
Discover hidden assets, organize bank accounts, *open the estate operating account online.
Atticus
None
| Feature | Legacywyse | Atticus |
|---|---|---|
| Probate path | Dynamic tasks update as you progress through probate. | General executor guidance for probate and settlement. |
| Documents | Every form pre-filled for you. Notarize, sign, and even collect third-party e-signatures. | 5,250 document templates and signature support. |
| Inventory | AI appraiser estimates item value and drafts the sale listing. Bulk item upload with a walkthrough video. | Manual item upload. Basic inventory management. |
| Family review | Uses a science-backed fair division algorithm to ensure items are distributed fairly. | None |
| Banking & Finance | Discover hidden assets, organize bank accounts, *open the estate operating account online. | None |
Built specifically for Texas executors. Full suite of smart tools to guide you through estate settlement and beyond.
$0
$79 per month
Atticus
Basic executor checklists and DIY form templates.
$499
* plans starting at $175
Attorneys
Expensive and often not necessary for many estates.
$10,500
* 3-7% of estate value
About us
Built by cresio.
Cresio is an AI-native intelligence platform for commercial real estate. We build tools that help brokers understand properties, owners, and markets at a level that used to require a team of analysts.
Along the way we've learned a lot about state property records, probate filings, and county court processes, information that mattered just as much for families settling an estate as it did for brokerage teams. So we built this.
Why free: We already run the infrastructure. Offering a tool that helps grieving families navigate the probate process costs us almost nothing, and charging people a subscription at one of the worst moments of their lives is not a business we're interested in. This will stay free.
Connect to accounts from 10,000+ supported institutions.
Get started for free
Answer a few questions to get the path, checklist, and documents that fit your situation. No subscription required.
Start the questionnaire
Takes about 3 minutes.