Maintain important filing deadlines and decedent personal and financial information while ensuring deadlines are met.

Track the progress of your Probate Engagement and get reports on important deadlines.

  • Tasks auto assigned with due dates based upon date-of-death
  • Alerts on key filing deadlines
  • Extensive data collections track info such as case number, estate value, EIN, & decedent info
  • Asset tracking for Date-of-Death values
  • Tracking for Creditors
  • Key dates such as date estate opened, filing deadlines
  • Appointment dates and confirmation templates
  • Model Set document templates so you can easily create your own library


The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.