Legacywyse
Why executors pick Legacywyse
Not just a services handoff. Legacywyse covers all aspects of estate settlement, because the process doesn't end once you've filed the paperwork.
Estate settlement software
Legacywyse vs ClearEstate
ClearEstate routes families to partner attorneys. Legacywyse gives executors the recommended probate path, pre-filled forms, banking and inventory tools, and family review in one workspace.
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.
ClearEstate
Where ClearEstate is strongest
ClearEstate is strongest if you want a virtual attorney to prepare the probate application. It is less focused on executor-owned tools for banking, real estate, inventory, and family review.
Which estate software is best for you?
| Feature | Legacywyse | ClearEstate |
|---|---|---|
| Probate path | Dynamic tasks update as you progress through probate. | Manual guidance depending on partner attorney. |
| Documents | Every form pre-filled for you. Notarize, sign, and collect third-party e-signatures. | Probate application prepared for you manually. |
| Banking & Finance | Discover hidden assets, organize bank accounts, open the estate operating account online. * | Limited communication with institutions, capped at 20 hours. |
| Real Estate | See the true resale value, estimated holding costs, and connect with a vetted broker. | None |
| Inventory | Automatic valuations and sale listing drafts. Bulk item upload with Autopilot video. | Basic inventory features and manual guidance. |
| Family review | Uses a science-backed fair division algorithm to ensure items are distributed fairly. | None |
Built specifically for Texas executors. Full suite of smart tools to guide you through estate settlement and beyond.
$0
$79 per month
ClearEstate
Connects you to their network of attorneys.
$5,948
Up to $15,000
Attorneys
Expensive and often not necessary for many estates.
$10,500
Commonly cited as 3-7% of estate value
Our story
Why we built Legacywyse.
When someone dies, the family gets handed a stack of legal work while they're grieving. Court dates, filing deadlines, and forms full of words no one ever taught you.
That's broken. Legacywyse walks you through probate the way a patient expert would: one step at a time, with the documents drafted for you and the real costs and timelines on the table.
No billable hours, no guesswork, and a finish line you can see from the start.
Connect to accounts from 10,000+ supported institutions.
Get started for free
Answer a few questions to get the recommended path, checklist, and documents that fit your situation. No subscription required.
Start the questionnaire
Takes about 3 minutes.