The operating system for estate administration
Estate administration.
Finally, organized.
One secure workspace to manage estate cases, assets, financial activity, beneficiaries, documents, and deadlines.
Overview
Active estates
24
Due this week
7
Open tasks
38
Illustrative interface. All names and figures are fictional.
The problem
Estate administration shouldn't live across 10 different tools.
Today: disconnected workflows
With EstateDeskPro
One workspace. Every estate. Complete visibility.
- Every estate in one case list
- Inventories with valuations
- Ledgered income & expenses
- Versioned document library
- Beneficiary updates in one place
- Deadlines with reminders
- Assignments for your team
- Full activity history
Platform
Everything an estate needs, from intake to final distribution.
Estate Case Management
Manage every estate from intake through final distribution. Track case status, assigned professionals, important dates, and progress.
Stage 2 of 5 · Inventory
Asset & Liability Tracking
Maintain organized inventories of estate assets, property, accounts, liabilities, and valuations.
Financial Accounting
Track income, expenses, reimbursements, transactions, distributions, and financial activity.
Document Management
Organize estate documents, upload records, maintain document histories, and securely share files.
Beneficiary Portal
Give beneficiaries an organized way to access permitted documents, receive updates, and communicate with the estate administrator.
Deadlines & Workflow Automation
Track court dates, filing requirements, reminders, assignments, and important milestones.
The estate workspace
One estate. One complete workspace.
Decedent details, the personal representative, beneficiaries, inventory, accounting, documents, tasks, and every action taken — on a single page.
Estate of Harold P. Whitmore
Date of death Mar 14, 2026 · Fictional County Probate Court · Case No. 26-PR-00813
Gross estate
$4,812,300
Liabilities
$386,120
Cash on hand
$612,045
Asset inventory
- Residence · 418 Elmwood AveReal property$1,450,000Appraised
- Brokerage account ••4821Securities$2,214,800Valued
- Checking ••0937Cash$612,045Verified
- 2022 Volvo XC90Vehicle$48,500Pending
Document library
- Last Will & Testament.pdf
- Letters Testamentary.pdf
- Death Certificate (certified).pdf
- Appraisal — 418 Elmwood.pdf
Outstanding tasks
- Notify Social Security
- File inventory with court
- Obtain vehicle valuation
- Final income tax return
Personal representative
Margaret Reyes, CPF
Assigned: J. Patel (paralegal)
Beneficiaries
- Claire Whitmore40%
- Thomas Whitmore40%
- Elmwood Library Fund20%
Activity
Appraisal uploaded
Today, 9:41 · J. Patel
Distribution schedule drafted
Yesterday · M. Reyes
Beneficiary update sent
Oct 27 · System
Solutions
Designed for professionals responsible for getting estates settled.
Independent Professional Fiduciaries
Run a full caseload without an office of spreadsheets. See every estate, deadline, and ledger at a glance.
Estate Administration Firms
Assign staff, standardize workflows across matters, and give leadership a real-time view of firm operations.
Probate Professionals
Keep court dates, filings, inventories, and supporting documents organized for each matter you support.
Trust and Estate Practices
Give your administration team a dedicated workspace for the operational side of estate matters.
EstateDeskPro is operational software. It does not provide legal, tax, or financial advice.
Security & accountability
Sensitive estate information deserves a professional workspace.
Ask us for details on our current security practices during your demo.
Secure account access
Individual sign-in for every staff member and beneficiary.
Role-based permissions
Control who can view or edit each estate and record.
Controlled document sharing
Share only the documents you choose, with the people you choose.
Detailed activity history
See who did what, and when, across every estate.
Organized financial records
Every transaction tied to its estate and category.
Data protection practices
Sensitive information handled with care by design.
Pricing
Professional software for professionals.
Choose the workspace that fits your estate administration practice.
Starter
$199/month
For independent professionals getting started.
Plan inclusions subject to final configuration.
Solo
$499/month
For independent professionals managing a growing practice.
Plan inclusions subject to final configuration.
Professional
$999/month
For established estate administration operations.
Plan inclusions subject to final configuration.
Firm
$1,499/month
For firms managing multiple professionals and teams.
Plan inclusions subject to final configuration.
Enterprise
$2,499/month
For larger organizations with complex operational needs.
Plan inclusions subject to final configuration.
Annual billing options may be available. Contact us during your demo.
Bring every estate into focus.
Spend less time managing disconnected information and more time moving estate matters forward.