EstateClear

For Probate Attorneys

Stop repeating yourself
to every family member

EstateClear gives probate attorneys a branded dashboard to share estate updates, documents, and milestones — so families stay informed and you stay focused on the work.

No sign-up, no commitment — click around and see it for yourself.

5+ hrs

saved per estate, per month

80%

fewer “status update” phone calls

3x

higher client satisfaction vs. email-only communication

Sound familiar?

Too many status calls

Family members calling weekly asking the same questions. The executor forwarding your emails to siblings.

Hours spent on individual updates

Writing separate emails to each family member. Copy-pasting the same information. Billing for admin work that adds no legal value.

Document chaos

Emailing sensitive documents back and forth. Family members losing attachments. No central, secure place for them to find what they need.

Family friction — directed at you

Siblings who feel left out. An overwhelmed executor. The family blaming the attorney for lack of communication.

“But why not just use...”

Email

  • Families lose attachments and forget what you sent
  • No way to show overall progress or milestones
  • Executor has to forward updates to every sibling
  • You write the same update 4 times for 4 family members

Google Drive / Dropbox

  • No context — just a pile of files with no narrative
  • Families don't know what stage probate is in
  • No Q&A system — they still call you with questions
  • Doesn't look professional — it looks like a shared folder

EstateClear isn't a file share or an inbox. It's a client portal designed specifically for probate — with milestone tracking, secure document sharing, and a Q&A system that eliminates back-and-forth.

How EstateClear works

One update reaches everyone

Post an update once. All family members and the executor see it instantly on their dashboard. No more individual emails, no more forwarding chains.

State-specific milestone tracking

Pre-built probate milestone templates for 10 states (more coming). Families see a visual progress tracker. You just check boxes as you complete steps.

Built-in Q&A — answer once, everyone sees it

Family members ask questions through the dashboard. You answer once and the whole family can see it. No more repeating yourself on calls.

Secure document sharing

Upload documents up to 25MB. Families access everything in one place — no more emailing sensitive files back and forth.

Automatic email notifications

When you post an update, assign a task, or answer a question, families get an email notification automatically. No extra work on your end.

See it in action

No sign-up required — just click and see what you and your clients would see.