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

Technical overview

How Legatus AI actually works

A plain-English walkthrough of the system architecture, integrations, and a real-world case from start to finish — so your team knows exactly what to expect.

00
The scenario — Estate of John Doe
John Doe passed away unexpectedly. His family knows he had a primary bank account and a home, but they are unsure about his digital subscriptions, potential credit card debt, or any minor investment accounts like Robinhood or Coinbase. The probate attorney opens a new case in Legatus AI and the system takes it from there.
01
Firm setup & integration
The law firm connects their tools once in Firm Settings — never again per case.
  • Anthropic or Google AI key powers the AI reasoning
  • Plaid or MX links to John's known bank accounts securely
  • Clio syncs legal case files and matter contacts
  • Gmail or Outlook enables direct beneficiary communications
02
Asset discovery phase
The attorney triggers the Asset Discovery pillar (POST /api/assets/discover). The AI agent analyzes bank statements and transaction history, then:
  • Identifies a forgotten Coinbase account from email receipts
  • Surfaces a small life insurance policy from recurring premium payments
  • Flags a Robinhood brokerage account from transfer history
  • Generates a full Asset Blueprint with confidence scores
03
Estate preservation
Simultaneously the Preservation Agent runs (POST /api/preservation/execute).
  • Flags Netflix, a gym membership, and cloud storage — bleeding the estate monthly
  • Drafts formal "Deceased Account" cancellation letters for each service
  • Estimates pro-rated refunds recoverable immediately
  • Saves the estate hundreds of dollars from day one
04
Creditor management
As claims arrive — a final hospital bill, credit card balances — the Creditor Manager (POST /api/creditors/manage) validates each one:
  • Checks statutory deadlines and flags expired claims
  • Requests itemized proof of debt where documentation is missing
  • Drafts pro-rata settlement offers based on estate liquid value
  • All letters ready for attorney review before anything is sent
05
Beneficiary communication
The attorney triggers the Transparency Engine (POST /api/transparency/update). The AI pulls all new developments and:
  • Writes a personalized plain-English update for each heir
  • No legal jargon — warm, clear, tailored to their relationship
  • Sent directly via the firm's Gmail or Outlook connection
  • Eliminates the status-call cycle entirely

Technical setup

Step 1
Environment configuration
Copy .env.example to .env and add your AI and integration API keys. Each firm's own keys are used — your data never touches another firm's credentials.
Step 2
Launch the server
Run python main.py to start the backend. The brain starts at localhost:8000 and is ready to receive case data from the dashboard immediately.
Step 3
Interactive API docs
Visit /docs for auto-generated interactive documentation. Every endpoint is testable directly in the browser — no code required to run your first case.

Get started

Ready to close the
probate friction gap?

Join probate firms already using Legatus AI to eliminate administrative overhead — for $250/month.

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