01 · Pricing
One price that covers the practice
$99 a month covers probate and every other practice area, unlimited matters, and 2 additional seats. There are no per-case fees and no AI add-on charges.
Compare the estate records, see what does not reconcile, and prepare the next request before attorney review.
30-day trial, no credit card. The sample needs no account.
See a sample probate case →View sample attorney brief →Synthetic samples use no client data. We do not sell client data. Client data is encrypted at rest and in transit. See how each feature handles client data. Privacy
DocketBuddy is $99/month with every practice area included · 30-day trial, no credit card Pricing →
Inventory, creditor work, distributions, deadlines, and closing stay tied to the same estate record
Build the inventory
Statements, valuations, and beneficiary details become a reviewable estate inventory
Control exceptions
Open claims, unsupported values, distribution questions, and deadline risk show up before closing
Close the estate
Accounting and notice work stay distinct from the opening packet and ready for attorney review
01 · Pricing
$99 a month covers probate and every other practice area, unlimited matters, and 2 additional seats. There are no per-case fees and no AI add-on charges.
02 · Sources
Probate dates show the state rule they were calculated from, and will and trust signing requirements are shown for reference until you confirm them. When a rule is not verified, DocketBuddy says so instead of guessing.
Review coverage and sources →03 · Client documents
DocketBuddy checks each upload against the request, tells the client exactly what is still missing, and sends conflicting facts to you.
Fictional example
Free tools
Each tool shows its arithmetic or record check and says what still needs attorney review. No account needed, and what you enter stays in your browser.
Account statements become suggested asset entries for your review, and you add real estate by hand.
Planning draft from intake, with signing requirements confirmed by the attorney before any signing.
Probate dates are calculated in the states DocketBuddy covers, with the source shown for each. You verify every date before relying on it.
What it does
ESTATE & PROBATE INTAKE
Clients answer a short intake and upload documents by category from any device. You record family, asset, beneficiary, and agent details in one planning intake.
ASSET INVENTORY
Upload bank, brokerage, and retirement statements and DocketBuddy suggests asset entries for your review. Add real estate and insurance by hand.
BENEFICIARY MANAGEMENT
Record each beneficiary's share and circumstances and see amounts calculated from the estate inventory.
PROBATE DEADLINE TRACKING
Enter the letters date and, where required, the publication or notice date. DocketBuddy calculates creditor claim, inventory, and accounting dates in the states it covers and shows the source for each. You verify every date, and deadlines you add get text reminders.
DOCUMENT VAULT
Current drafts and signed copies stay with the client file. Replaced uploads keep earlier versions.
COURT DEADLINES
Enter the letters date and, where required, the notice date. Dates calculate from the rule loaded for your state, coverage varies by state, and you verify each one.
FILING PACKET
Petition for probate, inventory and appraisement, notice to creditors, and accounting draft in one packet
JUDGMENT-GATED DRAFTING
Drafts identify appraisal requirements, court-specific accounting formats, and other questions for attorney review
COURT ACCOUNTING
The final accounting and notice to creditors generate separately from the opening filing packet.
Scope and limits
Every will, trust, power of attorney, and healthcare directive stays clearly labeled for attorney review before execution.
Drafts keep testamentary capacity, intent, undue influence, and signing-state execution questions visible so your professional judgment stays at the center of the plan.
Probate workflows calculate from the date the state rule runs on, show the supporting state rule, and preserve the verification point beside every deadline. Which deadlines compute depends on the rules loaded for that state.
Where DocketBuddy stops matters
DocketBuddy separates governing authority from matter evidence, shows where each important fact came from, and keeps attorney review between the analysis and anything sent or filed.
Authority posture in view
When a workflow applies a legal rule, its citation, source status, and jurisdiction stay close enough to verify before relying.
Matter evidence stays separate
Uploaded documents, client answers, and attorney-entered facts keep distinct labels and preserve their source context.
Uncertainty stays visible
Missing, stale, or conflicting proof remains a clear item for attorney review instead of disappearing inside generated work product.
Questions? hello@docketbuddy.org
Full security details →We do not sell client data. Client data is encrypted at rest and in transit. See how each feature handles client data. Privacy