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Orchestrate Every Probate Deadline From Filing to Distribution

Probate runs a long chain of court deadlines — inventory, creditor notices, tax filings, distribution — that stretch over a year. Track every deadline per estate with assigned tasks.

difficulty Advancedsetup 35 minresult Every probate milestone hits its deadline across the whole year-plus process — no personal-representative liability from a missed date.—
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  1. 1

    Build the Deadline Chain

    Generate each estate's probate deadlines from the filing date.

  2. 2

    Assign the Tasks

    Route each deadline to the responsible attorney or paralegal.

  3. 3

    Remind in Advance

    Add a Schedule Trigger warning before each milestone.

  4. 4

    Track to Distribution

    Follow the estate through to final distribution and closing.

  5. 5

    Activate and Test

    Activate the workflow with a test estate. Confirm the chain generates and reminds.

Frequently asked questions

Why orchestrate the whole chain?

Probate deadlines cascade over a year — losing track of the creditor-notice window alone can create personal liability.

Multiple estates?

Each estate runs its own chain in parallel, so a busy practice never conflates timelines.

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