PracticeOS keeps statutory windows, inventory, creditors, fiduciary issues, beneficiaries, distributions, and accounting exceptions in one case.
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PracticeOS includes the DocketBuddy software suite at $99/month · Ready automation for 100 new files each month · 30-day trial · No credit card Pricing →
See Ready for Probate →Probate and Estate Planning are included together in one subscription.
Inventory, creditor work, distributions, deadlines, and closing stay tied to the same estate record
Build the inventory
Deeds, statements, valuations, and beneficiary details become a reviewable estate inventory
Control exceptions
Open claims, unsupported values, distribution questions, and deadline risk surface before closing
Close the estate
Accounting and notice work stay distinct from the opening packet and ready for attorney review
Free browser workpapers
Each workpaper uses only the facts entered in that browser, shows the supported arithmetic or record check, and names what still needs attorney review.
Asset inventory built from uploaded documents, no re-entry from paper.
AI-drafted from intake, with execution formalities verified by attorney before any signing.
Probate deadlines computed from the letters testamentary date and tracked with SMS alerts, attorney verifies before relying on any date.
What it does
ESTATE & PROBATE INTAKE
Structured intake collects family information, asset inventory, beneficiary designations, and healthcare wishes. Client completes on any device, with documents uploaded by category.
ASSET INVENTORY
Upload deeds, account statements, retirement documents, and insurance policies. DocketBuddy extracts asset values and descriptions for attorney review, with less re-entry from paper.
BENEFICIARY MANAGEMENT
Beneficiary designations tracked with distribution percentages, per-capita and per-stirpes structures documented, and distribution amounts calculated from asset inventory.
EXECUTION-RULE REFERENCES
Execution requirements for wills and trusts are surfaced where supported: witness count, notarization, self-proved affidavit, and holographic will status. Reference only; attorney must verify before every signing ceremony.
PROBATE DEADLINE TRACKING
Enter the letters testamentary date once and creditor publication, inventory filing, and claim bar dates compute from the applicable state rule, with SMS alerts on each. Attorney verifies every computed date before relying on it.
DOCUMENT VAULT
All estate documents stored in one place, drafts tracked by version and executed documents uploaded and archived, with nothing lost between drafting and signing.
COURT DEADLINES
Enter the letters testamentary date and creditor notice, inventory, and claim bar dates compute from the state rule, you verify
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 letters-testamentary date, show the supporting state rule, and preserve the verification point beside every deadline.
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. Real client data is encrypted at rest and in transit and excluded from AI training. Privacy