EstateClear — Probate Management
For Probate Attorneys
Stop repeating yourself
to every family member
EstateClear gives probate attorneys a branded dashboard to share estate updates, documents, and milestones — so families stay informed and you stay focused on the work.
No sign-up, no commitment — click around and see it for yourself.
5+ hrs
saved per estate, per month
80%
fewer “status update” phone calls
3x
higher client satisfaction vs. email-only communication
Sound familiar?
Too many status calls
Family members calling weekly asking the same questions. The executor forwarding your emails to siblings.
Hours spent on individual updates
Writing separate emails to each family member. Copy-pasting the same information. Billing for admin work that adds no legal value.
Document chaos
Emailing sensitive documents back and forth. Family members losing attachments. No central, secure place for them to find what they need.
Family friction — directed at you
Siblings who feel left out. An overwhelmed executor. The family blaming the attorney for lack of communication.
“But why not just use...”
- Families lose attachments and forget what you sent
- No way to show overall progress or milestones
- Executor has to forward updates to every sibling
- You write the same update 4 times for 4 family members
Google Drive / Dropbox
- No context — just a pile of files with no narrative
- Families don't know what stage probate is in
- No Q&A system — they still call you with questions
- Doesn't look professional — it looks like a shared folder
EstateClear isn't a file share or an inbox. It's a client portal designed specifically for probate — with milestone tracking, secure document sharing, and a Q&A system that eliminates back-and-forth.
How EstateClear works
One update reaches everyone
Post an update once. All family members and the executor see it instantly on their dashboard. No more individual emails, no more forwarding chains.
State-specific milestone tracking
Pre-built probate milestone templates for all 50 states. Families see a visual progress tracker. You just check boxes as you complete steps.
Built-in Q&A — answer once, everyone sees it
Family members ask questions through the dashboard. You answer once and the whole family can see it. No more repeating yourself on calls.
Secure document sharing
Upload documents up to 25MB. Families access everything in one place — no more emailing sensitive files back and forth.
Automatic email notifications
When you post an update, assign a task, or answer a question, families get an email notification automatically. No extra work on your end.
See it in action
No sign-up required — just click and see what you and your clients would see.