Pathfinder · next right steps
Pathfinder
The next right step for every estate, computed from where it actually stands.
For CPAs, estate attorneys and administratorsFor Professional Estate Administrators, CPAs, and Estate Attorneys
Every estate, settled.
Every deadline, kept.
The system of record for the work families trust you to manage in their greatest moments of need.
- 56%
- report staff burnout from case coordination
- 70%
- rely on generic productivity tools
- 37%
- refer clients to outside pros 10+ times a year
The ledger workspace
30-60 hours of administration,
cut in half on average.
From a box of statements, to completed forms, and distributions with logs and sharing.
See it in the product tourEstate administration infrastructure
The backbone of the practice.
Compliance engine
County clocks run inside your file. Deadlines get caught at 3am, not at 9am Monday.
Estate DocIQ
Drop in the shoebox of paper. Statements, deeds, and policies read themselves into the ledger.
Digital vault
Witnessed, versioned, kept: every instrument recorded the moment it exists.
Estate ledger
Assets, liabilities, and every transaction in one register the court will recognize.
Client portal
The family sees calm progress under your letterhead. You see everything.
In practice
The phone stops ringing.
The work keeps moving.
The family stays informed, without calling.
Portal updates under your letterhead answer the question before it’s asked.
The guesswork is gone.
Pathfinder knows the next step; the compliance engine knows every deadline. Nothing surprises you, so nothing surprises them.
The practice scales.
Thirty to sixty hours per estate becomes capacity: more estates, same team, and settlement families become lifelong clients.