Probate Asset Tracker.
An app idea for estate planning attorneys.
A shared checklist where the executor, the attorney, and the financial advisor mark off each account and property as it is located, valued, and transferred.
What the search found
- Who pays
- Estate planning and probate attorney, billed to the estate
- The problem
- Executors and attorneys track assets in spreadsheets and email. One executor wrote that they use Excel for tracking expenses, assets, and disbursements, and Clockify for time. Another asked what things they almost forgot, because nothing tells them what is still missing.
- The gap
- Estateably, Smokeball, LEAP, and NextChapter are built for law firm case management, billing, and document automation, and are described as more complex and expensive than what a family needs. Executor tools like EstateExec and SwiftProbate guide the family but are not a shared workspace where the attorney, the executo
- Already out there
- Estateably estateably.com
Cloud probate accounting and asset tracking for law firms. Built for firms, not a shared view with the executor and advisor.
- EstateExec swiftprobate.com
Established executor software. Serves the executor alone, not the attorney and advisor as shared users.
- NextChapter michaeleweintraubesq.org
Probate case management with checklists and document automation. Firm-side case management, not asset status shared across three parties.
- Estateably estateably.com
- People asking for it
- Software for executors and trustees reddit.com
Executor says they use Clockify for time and Excel for tracking expenses, assets, and disbursements, plus OneDrive for documents.
- Any advice for executors reddit.com
Sibling helping as executor asks what things they almost forgot, showing no system tells them what is missing.
- How will my heir know my assets reddit.com
248 votes and 82 comments asking whether a centralized way exists for an heir to find assets and liabilities.
- Software for executors and trustees reddit.com
- The big assumption
- That the attorney will pay to give the executor and financial advisor access, rather than keep using the firm's existing case software plus a spreadsheet.
- Test it this week
- Ask five probate attorneys to show you the last estate's asset tracking file and ask what they would pay per estate for a shared status view. No code.
Check your own market first.
This idea was checked for estate planning attorneys in general. Your city, your contacts and your buyers change what is open. Run the free search to see the gaps that fit you, or book a call to talk it through.
More ideas for estate planning attorneys
From the same search. See the full report, including the ideas we dropped because they already exist.
- Gap found
Client Document Chaser
A reminder tool that nags estate planning clients for the IDs, deeds, and beneficiary forms they never send back.