Probate Intelligence, Engineered

The Dashboard for
Modern Estate Practice

Legsys unifies document review, automatic summarization, portfolio management, risk scoring, and a private secure AI assistant into one command center. Purpose-built for probate and estate attorneys who answer to families and the court.

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Built for estate & probate practitioners

About Legsys

Every Estate, Every Deadline, in One Place

Probate is paperwork, deadlines, and judgment under pressure: inventories, accountings, beneficiary disputes, and court filings that can't slip. Legsys was built by estate attorneys and engineers to replace the spreadsheets and scattered folders with a single intelligent dashboard.

Documents are reviewed and summarized automatically, every estate carries a live risk score, and a private AI assistant trained on your matter, never shared. It answers the questions that used to mean an hour in the file room.

See How It Works
90% Less time on document review & summary
0 Missed statutory or court deadlines
3× More estates managed per attorney
100% Private: your data is private and secure

The Platform

One Dashboard for the Whole Estate

Every capability your probate practice needs working together on a single, secure platform built around how estates are actually administered.

Document Review & Auto-Summarization

Upload wills, trusts, deeds, account statements, and court filings: Legsys reads, classifies, and produces a plain-language summary of every document in seconds, with citations back to the source page.

Portfolio Management

Track every estate you administer in one portfolio view: assets, liabilities, beneficiaries, and stage of probate. Track valuations and a have clear picture of where each matter stands today.

Estate & Lawyer Risk Scores

Every estate gets a live risk score from contested-asset, deadline, and complexity signals. Every attorney sees a workload-and-exposure risk score, so partners can rebalance matters before a problem becomes a malpractice claim.

Private, Secure AI Assistant

Ask questions in plain English: "What's the residue after specific bequests?" or "Which assets still need an appraisal?" Answers come from your matter alone, on private models. Nothing is shared, and nothing trains a public AI.

Calendar & Deadline Tracking

Statutory deadlines, court dates, creditor-claim windows, and accounting due dates are calculated automatically per jurisdiction and synced to your calendar with escalating reminders so nothing is ever filed late.

Client & Internal Reports

Generate polished, court-ready accountings and warm, plain-language updates for beneficiaries. Generate internal reports on matter status, attorney workload, and risk for partner review. One click, fully branded.

The Dashboard

See the Whole Practice at a Glance

The moment you sign in, Legsys shows you what needs attention: which estates are at risk, what's due this week, and what the AI has already summarized for you.

Security & Privacy

Private by Design, Not by Promise

Estate files hold the most sensitive details of a family's life. Legsys runs on private, dedicated AI models. Your documents and questions never leave your tenant, and never train a shared or public model. Confidentiality isn't a setting you turn on; it's the architecture.

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  • Your data stays yours

    Per-firm isolated tenancy and privacy.

  • Encrypted end to end

    Encryption in transit and at rest, granular access controls, and a complete audit trail on every file.

  • Built for the duty of confidentiality

    Designed around attorney ethical obligations, with privilege and client-confidentiality safeguards baked in.

Resources

Guidance for Probate Practitioners

Practical guides, case studies, and templates from our team of estate attorneys and product specialists.

Whitepaper

Risk Scoring in Estate Administration: A Practical Framework

How leading firms quantify estate and attorney risk to catch contested matters, missed deadlines, and overloaded caseloads before they escalate.

Read the whitepaper
Case Study

How a 6-Attorney Firm Doubled Its Probate Caseload

Inside the Legsys rollout that cut document review time by 90% and eliminated missed filing deadlines in a single quarter.

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Guide

A Deadline Checklist for Every Stage of Probate

From letters testamentary to final accounting: the statutory windows that matter most, and how to never miss one.

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Guide

The Probate Lifecycle: Intake to Discharge

A practitioner's walkthrough of the six phases every estate moves through: the four points where matters most often go wrong.

Read the guide
Template

Beneficiary Update Letters That Build Trust

Plain-language client report templates that keep beneficiaries informed and reduce the calls that eat your week.

Read more
View All Resources

Book a Demo

See Legsys on Your Estates

Tell us a little about your practice and we'll walk you through the dashboard with examples that look like your matters: document review, risk scores, the private AI assistant, and reports.