Practice system
Estate Planning & Probate, run as a system.
Wills, trusts, incapacity planning and estate/trust administration: asset- and beneficiary-driven.
The asset-and-beneficiary ledger. Two tempos share one system: checklist-driven planning that ends in executed documents, and court-supervised administration where the deadlines are real.
Stage
Gross estate value
$2.1M
Inventory due
22d
Creditor claim bar
Jul 15
Computed: Estate Snapshot
Gross estate vs. claims, expenses and taxes, projected to the distributable estate.
Posture
One question decides how the whole matter reads.
Planning: who is the client whose plan we are preparing? Probate: do we represent the personal representative, a beneficiary, or another interested party?
What it tracks
The documents this practice actually produces.
Will & codicils
Letters testamentary
Asset inventory & appraisals
Creditor claims register
Accountings
Computed
Estate Snapshot
Gross estate vs. claims, expenses and taxes, projected to the distributable estate.
Opening checklist
What starts moving on day one.
- Conflicts across beneficiaries and fiduciaries
- Engagement clarifies exactly whom we represent
- Original will located and lodged
- Death certificates ordered
- Publication & creditor notices arranged
Questions
Before you book the call.
- Do you build a matter management system specifically for estate planning & probate practices?
- Yes. It runs on the same MATTER Method as everything else I build, configured for how estate planning & probate actually moves: The asset-and-beneficiary ledger. Two tempos share one system: checklist-driven planning that ends in executed documents, and court-supervised administration where the deadlines are real.
- What does the system actually track for a estate planning & probate matter?
- Every stage from petition & appointment to closing, the facts that matter most for this practice (gross estate value, inventory due, creditor claim bar), the document set the matter actually produces, and one computed read: estate snapshot, gross estate vs. claims, expenses and taxes, projected to the distributable estate.
- Can I get this through MatterOS, or does it need a custom build?
- Both. It ships as a configured practice pack inside MatterOS for solo and small-firm workflows, or as a private, purpose-built system when a firm needs more control over data, integrations or workflow. Either way, we start with a short call to see which fits.
- Do you also handle litigation technology and expert witness work for these matters?
- Separately, yes, under the same practice. If a matter needs digital evidence structured or presented in a US courtroom rather than just tracked, that is the second half of what I do. See the Services page for how that engagement runs.
Take it home
Don't want a build engagement yet? Take the blueprint.
Estate Planning & Probate is one of the twenty-two packs inside Practice Pack Blueprints, the stages, vitals, deadline logic and document set for this practice, ready to install yourself. Two minutes on the readiness audit will tell you honestly whether that's enough, or whether this practice needs the full build.
Bring me the estate planning & probate matter. I've probably built this before.