Probate administration, reimagined

The AI brain your
probate practice
has been missing

Legatus AI automates the four most time-consuming aspects of estate administration — so your attorneys can focus on law, not logistics.

See it in action How it works
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The friction gap

Probate is 90% administration. Your software handles 10%.

Clio tracks your tasks. Estateably manages your workflow. But neither one finds hidden crypto accounts, drafts creditor settlement letters, cancels the deceased's Netflix, or calls the family to give an update. That work still falls on your team — hour after unbillable hour.

12+ Hours of administrative work per estate file
$0 Billable value of most of that time
"Probate law is often described as 10% legal strategy and 90% administrative follow-through. Most firms are losing hours of billable potential to the manual detective work, creditor haggling, and beneficiary hand-holding that existing software wasn't built to solve."
— The Probate Friction Gap

One solution, four pillars

Everything your team does manually, automated

Legatus AI sits alongside your existing practice management software and handles the work it leaves behind.

01
Autonomous asset discovery
Securely parses financial data to identify invisible assets — from crypto exchanges and fintech apps to forgotten digital subscriptions — and instantly generates an exhaustive Asset Blueprint.
Asset blueprint
02
End-to-end creditor management
Verifies claims against statutory deadlines, requests itemized proof of debt, and drafts pro-rata settlement offers for your approval — ensuring the estate never overpays.
Settlement drafting
03
The transparency engine
Eliminates the status-call cycle by proactively keeping beneficiaries informed with plain-English updates tailored to the case timeline, reducing friction and family drama.
Beneficiary updates
04
Automatic estate preservation
Identifies all recurring auto-debits and immediately executes Deceased Account protocols to cancel subscriptions and claw back pro-rated refunds — protecting estate value from day one.
Fund recovery

Workflow

Up and running in minutes

1
Open a case
Enter the deceased's details once. Legatus AI autofills every form across all four pillars instantly — no repeat data entry.
2
Add your data
Paste bank statements, enter creditor claims, add beneficiary emails, list subscriptions. Each pillar has its own focused form.
3
Let the AI work
One click per pillar. The AI analyzes, drafts letters, writes updates, and presents everything for attorney review and approval.

Competitive landscape

What Legatus does that nothing else does

Capability Legatus AI Clio Estateably Manual / staff
Case & task management✓✓✓—
Court form generation—✓✓—
AI asset discovery (crypto, fintech)✓———
Creditor claim verification & drafting✓——✓ (hours)
Plain-English beneficiary updates✓——✓ (hours)
Subscription cancellation & refund recovery✓——✓ (hours)
Works alongside existing software✓N/AN/AN/A

Live preview

See the dashboard

This is what your team sees every day — a unified case view with all four pillars, live AI results, and zero repeat data entry.

legatus.legal — Henderson Estate · File #2026-0447
Overview
Dashboard
Pillars
Asset discovery
Creditor mgmt
Transparency
Preservation
Active case
Henderson Estate
Opened Apr 14, 2026
Henderson Estate — case overview
File #2026-0447 · J. Carmichael, Esq.
Active
Assets identified
14
+3 this week
Creditor claims
7
2 pending review
Beneficiary updates
12
Last sent 2h ago
Subscriptions cancelled
6
$284 recovered
⏱
Running
Asset discovery
Parsing financial data for hidden assets including crypto and fintech accounts.
🔒
Needs review
Creditor management
5 claims analyzed. 2 settlement letters ready for attorney approval.
✉
Active
Transparency engine
All 3 beneficiaries informed. Next scheduled update May 15.
✓
Complete
Estate preservation
6 subscriptions cancelled. $284 in refunds recovered. $94.60/mo stopped.
Recent activity
Transparency engine sent milestone update to 3 beneficiaries — Asset inventory 70% complete
2h ago
Asset discovery flagged: Coinbase account ~$4,200 added to blueprint
5h ago
Creditor claim from Chase Bank ($12,440) — proof of debt requested
Yesterday

Pricing

Simple, per-seat pricing

No setup fees. No long-term contracts. Cancel anytime. Each seat covers one attorney or paralegal.

Solo
$149/mo per seat
For solo practitioners and small firms handling up to 10 active estate files.
Up to 10 active cases
All four pillars
Unlimited AI runs
Email support
Firm
$229/mo per seat
For established probate practices with multiple attorneys and high case volume.
Unlimited active cases
All four pillars
Unlimited AI runs
Priority support
Custom letter templates
Enterprise
Custom
For large firms, legal departments, and organizations with specific compliance or integration requirements.
Everything in Firm
Clio / Estateably integration
SSO & audit logs
Dedicated account manager
SLA guarantee

Ready to close the
probate friction gap?

Join the first wave of probate firms using AI to eliminate administrative overhead — and deliver a client experience your competitors can't match.

Request early access hello@legatus.legal