Platform Demo

See the estate-settlement process, start to finish

Watch how a document drop becomes a running estate ledger, then a court-ready AOC-E-505 inventory, built for firms carrying more than a handful of estates at once.

Step 1

Document import

Drop in bank statements, deeds, and account letters as they come in.

Step 2

Estate ledger

Every asset, debt, and distribution lands in one running record per estate.

Step 3

Court-ready inventory

The ledger rolls straight into a formatted AOC-E-505, ready to file.

Reserve my demo spot

Tell us a bit about your firm and we’ll set up a live walkthrough tailored to how you run your estates.