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.
Bring me the estate planning & probate matter. I've probably built this before.