Clerks of Superior Court
100 NC counties · forms, fees, filing practice
For CPAs & estate attorneysFor CPAs & estate attorneys · Estate settlement, end to end
Six systems,
one register.
Not a case-management tool with an estates template bolted on. Purpose-built for the work, the clocks, and the court that checks it.
PathfinderThe next right step, computed.
Pathfinder reads where an estate actually stands - what is filed, what is owed, what is waiting on a third party - and returns the next right action. Not a checklist template; a computed position.
- Ranked across every open estate, not one file at a time.
- Recomputes when a document lands, a clock moves, or a party responds.
- Every recommendation cites the statute or county rule behind it.
Compliance engineCounty clocks, running inside your file.
One hundred North Carolina counties, each with its own forms, fees, and filing habits. The engine keeps them versioned, dated, and attached to the estate they govern.
- Deadlines derived from the county selected at intake.
- Every rule carries the date it was last verified against practice.
- Alerts fire on the clock, not on the calendar you remembered to check.
Estate DocIQThe shoebox reads itself in.
Statements, deeds, policies, titles, and correspondence are classified, valued, and posted to the ledger with the source page attached to every entry.
- Classification and extraction across the document types estates actually produce.
- Values post to the register; the page they came from stays linked.
- Non-probate assets flagged and routed out of the probate estate.
Digital vaultWitnessed, versioned, kept.
Every instrument recorded the moment it exists, with the chain of custody a contested estate will demand two years later.
- Immutable version history on every document.
- Access logged by party, so you can show who saw what and when.
- Built for the e-will custody problem, not retrofitted for it.
Estate ledgerOne register the court will recognize.
Assets, liabilities, receipts, disbursements, and distributions in a single double-entry register that produces the accounting rather than being reconciled against it.
- Trial distribution modelled before anything is signed.
- Court forms generated from the register, not re-keyed into it.
- Alternate valuation and date-of-death basis held side by side.
Client portalCalm progress, under your letterhead.
The family sees where things stand, what is filed, and what is next - in your firm's name and your firm's voice. You see everything they see, plus everything they don't.
- Answers the status question before the phone rings.
- Document requests and e-signature routed through one place.
- White-labelled: your mark, your colours, your tone.
The ledger workspace
Six systems,
one working surface.
They are not six products. They are one register seen from six angles.
See it in the product tourWhere it meets everything else
It has to work with the rest of the practice.
Banks & custodians
Statements, date-of-death values, TOD designations
Appraisers & agents
Vetted panel, scheduled from inside the file
Your practice stack
Document management, time & billing, e-signature
The backbone, in detail
Built for estates.
Not adapted to them.
Every one of these systems exists because a generic tool could not do the job - and because the clerk’s counter does not accept “our software does not handle that.”