For probate practices
Probate intake, captured once and structured for petition prep
Decedent details, asset locations, and beneficiary structure — captured once during intake, available everywhere downstream. The structured asset inventory exports to a per-category Excel sheet your paralegal can use as the basis for the inventory filing.
Intake
What the probate intake pack collects
- Decedent — full name, date of death, domicile, family structure
- Will status — testate, intestate, contested, prior versions
- Asset locations — real property, accounts, business interests, life insurance
- Beneficiary list with relationships and contact information
- Fiduciary nominees — executor, administrator, special administrator
- Outstanding debts, ongoing litigation, and tax considerations
Asset detail collection is staged — light pre-consult inventory, full per-asset detail after engagement, with the same Excel export available to paraplanners.
Why generic intake forms fail for probate
Probate matters live or die on inventory accuracy. The court wants a per-asset inventory in a specific format; the family wants clarity on who gets what; the IRS wants its own version of the data. Free-text intake produces a paragraph about “the estate” instead of the categorized inventory the petition requires.
MatterReady collects assets in the same per-category structure estate planning uses — real estate, bank accounts, investments, retirement, business interests, personal property — and exports to Excel with type-appropriate columns and per-category Net totals.
Integrations
Connected to the tools probate practices run on
Clio Manage and Clio Grow
Qualified matters sync to Clio with decedent records, beneficiary lists, and asset inventories already structured.
NetDocuments
Death certificates, prior wills, account statements, and signed engagement letters sync to the matter in NetDocuments.
Excel asset sheet
Per-category XLSX inventory ready to attach to a petition package or hand to a paraplanner. Generated on demand from the live intake — always reflects the latest edits.