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.
- 1
Build the Deadline Chain
Generate each estate's probate deadlines from the filing date.
- 2
Assign the Tasks
Route each deadline to the responsible attorney or paralegal.
- 3
Remind in Advance
Add a
Schedule Triggerwarning before each milestone. - 4
Track to Distribution
Follow the estate through to final distribution and closing.
- 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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