Private file check
Probate Accounting & Closing Preflight
Counsel prepares an accounting, distribution, fee request, or discharge petition.
Included in a 30-day PracticeOS trial. No credit card required.
Authorize the file
Confirm your firm may process the documents and that an attorney will review the report.
Upload the record set
Files use signed, expiring upload URLs and remain inside the firm-scoped workspace.
Review each finding
Accept, dismiss, or edit findings before sending any request through Ready.
Documents to include
- 01inventory/appraisals
- 02bank/brokerage statements
- 03transaction ledger
- 04receipts/invoices
- 05claims/tax filings
- 06distribution records
- 07receipts/releases
- 08draft accounting and closing forms
Baseline file checks
Each finding stays tied to the supporting document and page.
- Required document matching
- Readability and document quality
- Confidence in each document type
- Values that differ across documents
- Requested facts with supporting pages
Named checks in this Preflight
Automated checks run from extracted, page-linked facts. Source-dependent branches run only when the current rule inputs are attached. Attorney-only items arrive with their evidence for a recorded decision.
4 automated · 2 attorney
- 01reconcile beginning-to-ending estateRuns on the file
- 02match transactions to statementsRuns on the file
- 03check claims/taxesAttorney decision
- 04compute fee baselineRuns on the file
- 05check distributions and receiptsRuns on the file
- 06identify closing blockersAttorney decision
Sources for attorney review
Confirm the version and effective date that govern the matter.
File availability
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Read the complete Preflight data pathStaff at the firm
Send this review plan to the attorney
The public link includes this document list and named checks. It contains no client facts or Workpaper answers.
30-day PracticeOS trial
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No credit card is required. The selected Preflight stays attached through sign-in and opens in the private firm workspace.