Top 10 Best Probate Case Management Software of 2026

Smokeball is an all-in-one cloud-based case management platform tailored for law firms, excelling in probate and estate planning with automated workflows, document assembly, and matter tracking. It streamlines probate processes through pre-built templates for wills, trusts, inventories, and court filings, integrated billing, and client portals for secure document sharing. The software's AI-driven tools reduce manual data entry, ensuring compliance across jurisdictions while boosting efficiency for high-volume probate practices.

EstateExec is a cloud-based probate and estate administration software tailored for executors, attorneys, administrators, and trustees. It streamlines the entire settlement process with tools for asset inventory, fiduciary accounting, income/expense tracking, beneficiary distributions, and tax preparation. The platform automates complex calculations, generates court-ready documents, and supports collaboration to ensure compliance and efficiency.

Clio is a comprehensive cloud-based legal practice management software designed to streamline case management, billing, client communication, and document handling for law firms of all sizes. For probate case management, it supports customizable workflows for tracking deadlines, managing estate inventories, and handling trust accounting, though it lacks deeply specialized probate forms or automation out-of-the-box. Users can leverage its robust integrations and task automation to adapt it effectively for probate matters, making it a solid generalist tool.

Filevine is a robust, cloud-based legal case management platform designed to streamline probate processes through customizable workflows, automated document generation, and integrated matter tracking. It excels in managing estates by handling deadlines, financial accounting, heir communications, and compliance requirements all in one system. While versatile across legal practices, its probate capabilities shine in high-volume firms needing scalability and automation.

WealthCounsel is a comprehensive estate planning and probate management platform that provides document automation, customizable checklists, and workflow tools tailored for probate administration. It supports attorneys in handling probate cases from initial petition filing through asset inventory, creditor claims, and final accounting with integrated CRM and billing features. The software excels in generating state-specific probate forms and ensuring compliance with deadlines via automated reminders.

PracticePanther is a versatile cloud-based legal practice management platform designed for law firms of all sizes, offering tools for case management, time tracking, billing, invoicing, and client communication. In the context of probate case management, it supports customizable matter types, task workflows, document storage, calendaring with deadlines, and reporting to track estates, heirs, assets, and court filings. While highly adaptable through custom fields and automations, it lacks built-in probate-specific templates or forms, requiring user configuration for optimal use in estate administration.

MyCase is a comprehensive cloud-based legal practice management platform designed for law firms, offering tools for case tracking, document management, billing, time tracking, and client communication. While not specialized solely for probate, it supports customizable fields, workflows, and templates that can be adapted for estate administration, deadline management, and heir coordination. It streamlines general legal operations but requires configuration for probate-specific needs like asset inventories and court filings.

Rocket Matter is a cloud-based legal practice management platform that provides comprehensive tools for case management, time tracking, billing, and client communication, adaptable for probate workflows. It excels in automating routine tasks and handling trust accounting, essential for estate administration. While versatile for general law practices, it requires customization for specialized probate needs like heir tracking or probate-specific forms.

AdvoLogix is a cloud-based legal practice management platform built on the Salesforce ecosystem, offering comprehensive tools for case management, document automation, workflow tracking, and billing that can be customized for probate matters. It enables probate attorneys to manage estate inventories, track deadlines for filings like petitions and inventories, and handle heir communications via client portals. While versatile for general legal work, its probate capabilities rely heavily on user configuration rather than out-of-the-box specialization.

LeanLaw is a cloud-based practice management software designed for solo and small law firms, providing tools for case management, time tracking, billing, and trust accounting. It supports probate case handling through customizable matters, task workflows, calendars, and IOLTA-compliant trust ledgers, with seamless QuickBooks Online integration for financial tracking in estate administrations. While not featuring probate-specific forms or automated checklists, it offers a streamlined platform for managing deadlines, documents, and client communications in probate matters.