Find every account, get every valuation, file the complete inventory
Generates asset discovery checklists, drafts inquiry letters to financial institutions, tracks responses, compiles the official probate inventory, and determines which assets pass through probate vs. outside it.
Create a skill called "Probate Asset Tracker" for an estate planning or probate lawyer. When I open a probate matter, generate a comprehensive asset discovery checklist covering: bank and brokerage accounts, real property, vehicles, life insurance policies, retirement accounts (IRA, 401k, pension), business interests, digital assets, safe deposit boxes, and personal property of significant value. For each category of financial institution, generate form inquiry letters requesting date-of-death balances and account details. Track: letter sent date, institution name, response received, account details, and date-of-death valuation. Send follow-up reminders at 21 and 45 days for non-responses. Classify each asset as probate or non-probate (joint tenancy, beneficiary designation, trust, POD/TOD). When all assets are identified, compile the court-required inventory form for my jurisdiction. Track creditor claims alongside the asset inventory to monitor solvency.
Probate requires locating every asset the decedent owned, obtaining
date-of-death valuations, and filing a complete inventory with the court.
Families rarely have complete information. This skill manages the detective
work systematically.
Proactive updates that prevent the
Aggregates recent activity across email, calendar, documents, and deadlines for each matter, then generates a formatted status update for your review and delivery. Turns reactive "where's my case?" calls into proactive "here's what happened this month" emails.
Rule-based deadline drafts with citations and reminders
Input a trigger event, jurisdiction, and rule source. Get a draft deadline chain with business-day handling, holiday adjustments, service-method offsets, and an audit trail you can review before anything is calendared.
Never scramble for credits at the last minute again
Tracks your CLE credits by jurisdiction and category, monitors email for completion certificates, calculates remaining requirements, and sends alerts as deadlines approach. Multi-state lawyers get a unified dashboard across all bars.
Every bar obligation across every state — one view
Tracks all bar-related obligations for lawyers admitted in multiple jurisdictions — registration dues, CLE requirements, trust account certifications, pro bono reporting, insurance disclosures, and specialty certifications. Prevents administrative suspension.